Lido Advisors, a wealth advisory firm with more than $30 billion in assets under management (AUM), has announced a strategic partnership with investment funds managed by HPS Investment Partners, a leading global alternative investment firm with approximately $150 billion in AUM. HPS joins Lido’s existing partner Charlesbank Capital Partners and more than 135 Lido employee-owners to support the firm’s continued growth and long-term vision.
Founded in 1999 and headquartered in Los Angeles, Lido delivers a personalized, family office–style experience to high-net-worth individuals, families and institutions — offering a holistic approach to wealth advisory that includes investment management, estate and tax planning, and access to alternatives strategies.
With the support of Charlesbank, Lido has significantly scaled its business, driven by a mission to help clients grow and protect their legacies. Lido’s new partnership with HPS further enhances the firm’s abi
