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LIDO
Legal name: LIDO ADVISORS, LLC
CRD 269866File 801-100433
APPROVED
Retail clients
Custody
Filing as of Aug 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$42.50B
Top 10% of cohort (national)
Discretionary AUM
$41.39B
Non-discretionary $1.12B
Clients
13,800
42,220 accounts
Employees
437
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 1, 2015
- Principal office
- 1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA, 90067
- Phone
- 800-301-5436
- Website
- HTTP://WWW.LIDOADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $42.50B
- Discretionary AUM
- $41.39B
- Non-discretionary AUM
- $1.12B
- Discretionary accounts
- 39,994
- Non-discretionary accounts
- 2,226
- Total accounts
- 42,220
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 415 | $2.57B |
| Insurance companies | Fewer than 5 | $24.2M |
| Investment companies | 1 | $72.5M |
| Charitable organizations | 290 | $927.1M |
| High net worth individuals | 9,829 | $36.79B |
| Pooled investment vehicles | 22 | $684.0M |
| Pension and profit sharing plans | 26 | $46.0M |
| Individuals (other than high net worth individuals) | 3,214 | $1.39B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 320 | 437 | increased by117 |
| Apr 1, 2026 | Clients | 12,315 | 13,800 | increased by1,485 |
| Apr 1, 2026 | AUM | $29,080,337,946 | $42,504,972,428 | increased by$13,424,634,482 |
| Apr 1, 2026 | Accounts | 27,931 | 42,220 | increased by14,289 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 119 | 320 | increased by201 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,640 | 12,315 | increased by8,675 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $11,051,725,091 | $29,080,337,946 | increased by$18,028,612,855 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10,305 | 27,931 | increased by17,626 |
| Apr 1, 2022 | Employees | 83 | 119 | increased by36 |
| Apr 1, 2022 | Clients | 2,818 | 3,640 | increased by822 |
| Apr 1, 2022 | AUM | $7,692,386,606 | $11,051,725,091 | increased by$3,359,338,485 |
| Apr 1, 2022 | Accounts | 8,225 | 10,305 | increased by2,080 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIDO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIDO” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.