Lido Advisors
Wealth management services
Year of Investment
2021
Sector(s)
Business & Consumer Services
Status
Current
Website
lidoadvisors.com(Link opens in new window)Headquarters
Los Angeles, CA
Team
Lido Advisors is a full-service, independent Registered Investment Advisor (RIA) that brings an innovative family office approach to grow and safeguard its clients’ wealth and legacies. Lido’s clients include high-net-worth and ultra-high-net-worth individuals, family offices, businesses, charities and foundations. Founded in 1999, Lido is one of the nation’s fastest-growing RIAs, owing to its unique and differentiated downside-protected investment model. The company has more than 30 offices spanning most major metropolitan areas.
Investment Summary
We invested in Lido in 2021, partnering with management to become the company’s first private equity sponsor. The investment stemmed from a thematic effort to identify an RIA platform in the Wealth Management space. The founders and employees of Lido remain substantial shareholders alongside Charlesbank.