LOS ANGELES, CACRD 269866Latest ADV March 19, 2026
Lido is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 19, 2026, reports $42.5B in regulatory assets under management, 437 employees, 45 offices, and 42,220 accounts.
Assets Under Management
$42.5B
Employees
437
Offices
45 offices
Total Clients
13,865
Primary office
LOS ANGELES, CA
1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA, United States
Top client segmentHNWI represent 70.9% of total clients.
Top client categories% of clientsClients
1
HNWI
70.9%
9,829
2
Individuals
23.2%
3,214
3
Corporations
3.0%
415
4
Charitable
2.1%
290
5
ERISA POOLED PLANS
0.5%
65
Additional categories (<0.1%)
Insurance Cos.<5 clients
Investment Cos.<5 clients
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$42.5Bas of March 19, 2026
Discretionary97.4%
$41.4B
97% of total RAUM97.4%
Non-discretionary2.6%
$1.1B
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$42.5B
Total Accounts42,220
10Y AUM Change+$40.8B (+2362.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees437
Clients per Employee32:1
10Y Employee Change+401 (+1113.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.