RIA Intel›Advisers›California›LIDO ADVISORS, INC.

LIDO ADVISORS, INC.

Advisory

N·BEVERLY HILLS, CA

Data as of Jun 11, 2015 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

+44.6%

3-Year CAGR

+34.9%

Employees

15

Assets Under Management

Total AUM$1.1B

Discretionary AUM$1.1B

Non-Discretionary AUM$62M

Discretionary %94.5%

Total Clients—

Team

Total Employees15

Investment Advisers27

Employee Growth (1Y)—

Filing History

Total Filings on Record31

First FilingApr 5, 2002

Latest FilingJun 11, 2015

🔒 Full AUM trend chart and 31 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LIDO ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.