Office address: 1875 Century Park East, Suite 950, Los Angeles, CA 90067
Website: lidoadvisors.com
Year established: 1999
Company type: financial services
Employees: 450+
Expertise: wealth management, investment management, financial planning, estate planning, tax consulting, trust administration, alternative investments, private equity and private credit access, philanthropy advisory, multigenerational planning
Parent company: N/A
Key people: Jason Ozur (CEO), Ken Stern (president), Greg Kushner (chair), Alyssa Weinberger (chief people officer), Jeff Garden (CIO), Gina Sanchez (chief market strategist), Naseem Anzari (CFO)
Financing status: private equity-backed
Lido Advisors is an LA-based wealth management firm registered with the SEC as an investment advisor. The company uses a family office approach to serve high-net-worth individuals and families across the country. It operates more than 40 offices nationwide as of December 31, 2025.
Lido Advisors got its start in 1999 when CPA Greg Kushner opened a small multifamily office in Los Angeles. The company had just one location and a handful of staff at the time.
Kushner's goal was to bring the kind of hands-on, multi-discipline wealth management that ultra-wealthy families used to keep private. That early vision would set the tone for everything Lido became.
Lido Advisors stayed lean for years. Jason Ozur, a CPA who had been running his own family office, joined Lido in 2009 as an advisor and chief investment officer.
At that point, the firm had six employees and roughly $300–$400 million under management. Lido grew organically from there, passing the $1 billion, $2 billion, and $5 billion marks without a single acquisition between 2009 and 2017.
That changed around 2020 when leadership decided that the firm needed outside capital to keep growing. Lido Advisors partnered with Charlesbank Capital Partners in 2021, at which point it managed about $7 billion.
Charlesbank's backing helped Lido launch a management incentive program that grew the shareholder count from roughly 15–20 to over 200 people. By 2024, Constellation Wealth Capital had taken a minority stake, and in 2025, HPS Investment Partners came in as the new majority investor.
Lido earned a spot on InvestmentNews' Top 25 Fee-Only Firms in the West in 2023, a nod to the firm's client-first reputation. The award recognized the top fee-only RIAs across four US regions based on client service and expertise.
In 2025, Lido Advisors also made its first acquisition after the HPS majority-stake deal when it picked up Michigan-based Exchange Capital Management. The deal signaled that the company's integration-focused M&A approach would continue under its new capital partner. Lido holds $44 billion in RAUM as of December 31, 2025.
The company delivers its services through Lido One, an integrated platform that brings together wealth management, tax, and estate planning under one roof:
Lido Advisors handles about 99 percent of its work in-house rather than outsourcing to third parties. Client assets are held at independent custodians like Schwab and Fidelity.
Lido Advisors aims to build its culture around putting the client ahead of everything else. The firm's family office model brings together investment, tax, and estate professionals to work as one team per client. It lists three values that guide how it operates:
The firm runs on an entrepreneurial and growth-focused culture with shared ownership at its core. It does this through:
Lido Advisors is an equal opportunity employer that prioritizes diversity, equity, and inclusion. The company advises foundations and endowments on governance and fundraising. It also helps nonprofits connect their missions with their investment strategies.
Jason Ozur serves as founding partner and CEO of Lido Advisors and co-chairs its investment committee. He began as a CPA doing audits and tax returns for hedge funds before joining a family investment office in 1999. Ozur holds a BS from California State University at Northridge.
Lido Advisors' leadership team spans investment, tax, and financial planning disciplines:
Clients work with this team through Lido's family office approach. The model coordinates wealth management across disciplines in one place.
Lido landed on InvestmentNews' Fastest-Growing Fee-Only RIAs of 2024 list in the $1+ billion category. The award looked at growth from July 2021 to July 2024, and the 74 winners averaged 210 percent growth. That puts Lido in a strong spot as the RIA industry is expected to need 70,000 new professionals over the next five years.
The company also closed out 2025 by partnering with Stuart Chaussee & Associates, a Palos Verdes-based fee-only RIA. The deal expands Lido Advisors' LA-area footprint and brings in a 25-year veteran advisor with a focus on retirees and pre-retirees.
The move follows Lido's November 2025 partnership with $1.2 billion Fountainhead Advisors on the East Coast. Both deals show the firm is building out its reach on two coasts at once.
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