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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 3, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADRIAN, BRANDON, NMN | I | MANAGING DIRECTOR | NA | |
| ADRIAN, BRANDON, NMN | I | MANAGING DIRECTOR | NA | |
| ADRIAN, BRANDON, NMN | I | MANAGING DIRECTOR | NA | |
| ADRIAN, BRANDON, NMN | I | MANAGING DIRECTOR | NA | |
| ADRIAN, BRANDON, NMN | I | MANAGING DIRECTOR | NA | |
| ADRIAN, BRANDON, NMN | I | MANAGING DIRECTOR | NA | |
| ADRIAN, BRANDON, NMN | I | MANAGING DIRECTOR | NA | |
| ADRIAN, BRANDON, NMN | I | MANAGING DIRECTOR | NA | |
| ADRIAN, BRANDON, NMN | I | MANAGING DIRECTOR | NA | |
| ADRIAN, BRANDON, NMN | I | MANAGING DIRECTOR | NA | |
| ADRIAN, BRANDON, NMN | I | MANAGING DIRECTOR | NA | |
| ADRIAN, BRANDON, NMN | I | MANAGING DIRECTOR | NA | |
| ADRIAN, BRANDON, NMN | I | MANAGING DIRECTOR | NA | |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR | NA | |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR | NA | |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR | NA | |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR | NA | |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR | NA | |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR | NA | |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR | NA | |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR | NA | |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR, CHIEF OPERATIONS OFFICER & PORTFOLIO MANAGER | NA | Control |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR | NA | |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR, CHIEF OPERATIONS OFFICER & PORTFOLIO MANAGER | NA | Control |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR, CHIEF OPERATIONS OFFICER & PORTFOLIO MANAGER | NA | Control |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR, CHIEF OPERATIONS OFFICER & PORTFOLIO MANAGER | NA | Control |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR | NA | |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR | NA | |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR | NA | |
| OZUR, JASON, JAY | I | MANAGING DIRECTOR | NA | |
| WEINBERGER, ALYSSA, LYNDSEY | I | SENIOR VICE PRESIDENT OF OPERATIONS | NA | Control |
| WEINBERGER, ALYSSA, LYNDSEY | I | SENIOR VICE PRESIDENT | NA | Control |
| WEINBERGER, ALYSSA, LYNDSEY | I | SENIOR VICE PRESIDENT | NA | Control |
| WEINBERGER, ALYSSA, LYNDSEY | I | SENIOR VICE PRESIDENT | NA | Control |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | VICE PRESIDENT | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | VICE PRESIDENT | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | Control |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | Control |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | Control |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | Control |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | |
| WESTHEIMER, JEFFREY, JOSEPH | I | SENIOR VICE PRESIDENT | NA | |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSHNER, GREGORY, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EISFELDER, JEFF, NATHAN | I | MANAGING DIRECTOR | C | Control |
| WESTHEIMER, JEFFREY, JOSEPH | I | VICE PRESIDENT | B | Control |
| WESTHEIMER, JEFFREY, JOSEPH | I | VICE PRESIDENT | B |
Registrations
Federal
IA
Oct 3, 2012 REGISTERED
Notice Filings (10)
AL AZ CA CO FL LA NV NY TN TX
Address
9100 WILSHIRE BOULEVARDSUITE 350W
BEVERLY HILLS, CA 90212
United States
Phone: 310-278-8232