Lido Advisors
Lido Advisors, LLC, established in 2001, is an employee-owned investment management firm headquartered in Beverly Hills, California, with multiple offices across the United States. The company specializes in providing wealth management and philanthropy advisory services to a diverse range of clients, including high net-worth individuals, families, charitable organizations, and institutional investors. Lido Advisors invests in public equity and fixed income markets, offering alternative investment strategies such as portfolio management, volatility management, and long-term growth strategies to ensure stable cash flow for its clients.
Top Stages
Past deals in Investment Banking
BluePointe Capital Management
Acquisition in 2025
BluePointe Capital Management is an investment advisory firm located in Menlo Park, California, established in 2006. The firm specializes in wealth management and investment consulting services, primarily catering to successful entrepreneurs and business professionals in the Bay Area. BluePointe focuses on developing comprehensive financial plans tailored to the unique needs of its clients. The firm's assets are managed by a dedicated executive management team, and it operates as a Registered Investment Adviser, ensuring a high standard of professionalism and regulatory compliance in its operations.
Avitas Wealth Management
Acquisition in 2024
Avitas Wealth Management is a specialized firm dedicated to serving multigenerational families. It offers a range of services, including tailored investment strategies, risk management, portfolio management, and comprehensive financial advisory services, all designed to meet the unique needs and goals of its clients.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.