LIDO ADVISORS, INC.
Legal name: LIDO ADVISORS
CRD #119540 SEC #801-61074 BEVERLY HILLS, CA 310-278-8232
SEC Registered
Total AUM
$433.5M
Discretionary
$402M
Employees
6
Clients
0
Accounts
829
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2015 | $1.1B | $1.1B | $62M | 27 | 400 |
| Mar 2015 | $1.1B | $1.1B | $62M | 27 | 400 |
| Jan 2015 | $782.6M | $596.7M | $185.9M | 17 | 200 |
| Jul 2014 | $782.6M | $596.7M | $185.9M | 17 | 200 |
| May 2014 | $782.6M | $596.7M | $185.9M | 17 | 200 |
| Apr 2014 | $782.6M | $596.7M | $185.9M | 17 | 200 |
| Mar 2014 | $782.6M | $596.7M | $185.9M | 17 | 200 |
| Apr 2013 | $588.6M | $560.7M | $27.9M | 12 | 200 |
| Apr 2013 | $588.6M | $560.7M | $27.9M | 12 | 200 |
| Oct 2012 | $433.5M | $402M | $31.5M | 6 | 149 |
| Mar 2012 | $433.5M | $402M | $31.5M | 6 | 149 |
| Apr 2011 | $401.5M | $368M | $33.5M | 10 | -- |
| Oct 2010 | $322.8M | $286.3M | $36.5M | 10 | -- |
| Sep 2010 | $322.8M | $286.3M | $36.5M | 10 | -- |
| Mar 2010 | $253.2M | $231.4M | $21.8M | 10 | -- |
| Mar 2009 | $243.4M | $233.5M | $9.8M | 10 | -- |
| Mar 2009 | $243.4M | $233.5M | $9.8M | 10 | -- |
| Sep 2007 | $489.6M | $351.7M | $137.8M | 5 | -- |
| Feb 2007 | $535M | $475M | $60M | 5 | -- |
| Mar 2006 | $406M | $320M | $86M | 5 | -- |
| Feb 2005 | $400M | $350M | $50M | 5 | -- |
| Apr 2002 | $111.9M | $60.1M | $51.8M | 5 | -- |
DateJun 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$62M
Employees27
Clients400
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$62M
Employees27
Clients400
DateJan 2015
Total AUM$782.6M
Discretionary$596.7M
Non-Disc.$185.9M
Employees17
Clients200
DateJul 2014
Total AUM$782.6M
Discretionary$596.7M
Non-Disc.$185.9M
Employees17
Clients200
DateMay 2014
Total AUM$782.6M
Discretionary$596.7M
Non-Disc.$185.9M
Employees17
Clients200
DateApr 2014
Total AUM$782.6M
Discretionary$596.7M
Non-Disc.$185.9M
Employees17
Clients200
DateMar 2014
Total AUM$782.6M
Discretionary$596.7M
Non-Disc.$185.9M
Employees17
Clients200
DateApr 2013
Total AUM$588.6M
Discretionary$560.7M
Non-Disc.$27.9M
Employees12
Clients200
DateApr 2013
Total AUM$588.6M
Discretionary$560.7M
Non-Disc.$27.9M
Employees12
Clients200
DateOct 2012
Total AUM$433.5M
Discretionary$402M
Non-Disc.$31.5M
Employees6
Clients149
DateMar 2012
Total AUM$433.5M
Discretionary$402M
Non-Disc.$31.5M
Employees6
Clients149
DateApr 2011
Total AUM$401.5M
Discretionary$368M
Non-Disc.$33.5M
Employees10
Clients--
DateOct 2010
Total AUM$322.8M
Discretionary$286.3M
Non-Disc.$36.5M
Employees10
Clients--
DateSep 2010
Total AUM$322.8M
Discretionary$286.3M
Non-Disc.$36.5M
Employees10
Clients--
DateMar 2010
Total AUM$253.2M
Discretionary$231.4M
Non-Disc.$21.8M
Employees10
Clients--
DateMar 2009
Total AUM$243.4M
Discretionary$233.5M
Non-Disc.$9.8M
Employees10
Clients--
DateMar 2009
Total AUM$243.4M
Discretionary$233.5M
Non-Disc.$9.8M
Employees10
Clients--
DateSep 2007
Total AUM$489.6M
Discretionary$351.7M
Non-Disc.$137.8M
Employees5
Clients--
DateFeb 2007
Total AUM$535M
Discretionary$475M
Non-Disc.$60M
Employees5
Clients--
DateMar 2006
Total AUM$406M
Discretionary$320M
Non-Disc.$86M
Employees5
Clients--
DateFeb 2005
Total AUM$400M
Discretionary$350M
Non-Disc.$50M
Employees5
Clients--
DateApr 2002
Total AUM$111.9M
Discretionary$60.1M
Non-Disc.$51.8M
Employees5
Clients--