Investment adviser · CRD 269866
LIDO
LIDO ADVISORS, LLC
LOS ANGELES, CA, United States · Form ADV filed Jul 9, 2026
- Regulatory AUM
- $42.5B Form ADV · Item 5.F
- Client accounts
- 42,220 Accounts, not individual clients
- Employees
- 437 Reported in this filing
- Advisory professionals
- 235 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $11,051,725,091 | 119 | Mar 31, 2022 |
| 2022 | $13,102,066,742 | 191 | Mar 30, 2023 |
| 2023 | $19,656,367,238 | 214 | Mar 28, 2024 |
| 2024 | $29,080,337,946 | 320 | Mar 28, 2025 |
| 2025 | $42,504,972,428 | 437 | Mar 19, 2026 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 9,829 | $36,787,480,758 | 86.5% |
| Corporations & businesses | 415 | $2,574,352,743 | 6.1% |
| Individuals | 3,214 | $1,389,300,229 | 3.3% |
| Charities | 290 | $927,127,763 | 2.2% |
| Pooled investment vehicles | 22 | $684,006,991 | 1.6% |
| Investment companies | 1 | $72,495,010 | 0.2% |
| Retirement plans | 26 | $46,031,721 | 0.1% |
| Insurance companies | Fewer than 5 | $24,177,213 | 0.1% |
Filing source
Form ADV 2118759 · Jul 9, 2026 · Item 5.D
Reported by LIDO ADVISORS, LLC (CRD 269866).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
1 selected fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
AVITAS CAPITAL PRIVATE EQUITY ACCESS 2019, LPPrivate Equity Fund$31.1MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 85
BANK OF AMERICA
LEI 9DJT3UXIJIZJI4WXO774
Fund details & source
- Fund ID
- 805-6254949358
- Reported beneficial owners
- 57
- Minimum commitment
- $250K
- Form D file number
- 021-347959
Form ADV 2118759 · Jul 9, 2026 · Schedule D 7.B.(1)
Reported by LIDO ADVISORS, LLC (CRD 269866).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Jun 25, 2026 · previous imported filing
No comparable changes in the displayed metrics.
Filing source
Form ADV 2118759 · Jul 9, 2026 · Items 1 & 5
Reported by LIDO ADVISORS, LLC (CRD 269866).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $41.4B
- Non-discretionary
- $1.12B
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
1875 CENTURY PARK EAST, SUITE 950LOS ANGELES, CA, 90067, United States
CRD 269866
Filing source
Form ADV 2118759 · Jul 9, 2026 · Items 1 & 5
Reported by LIDO ADVISORS, LLC (CRD 269866).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.