FLAGSHIP CREDIT TECH INVESTOR LOGIN Charlesbank ABOUT TEAM APPROACH PORTFOLIO NEWS CONTACT Portfolio Business Services Lido Advisors Year of Investment: 2021 Strategy Flagship Industry Business Services Headquarters Los Angeles, CA Status Active Website https://www.lidoadvisors.com Business Lido Advisors is a full-service, independent Registered Investment Advisor (“RIA”) that brings an innovative family office investment approach to grow and safeguard its clients’ wealth and legacies. Lido’s clients include high-net-worth and ultra-high-net-worth individuals, family offices, corporate executives, non-profit organizations and foundations. Founded in 1999, Lido is now one of the fastest-growing RIAs in the United States, owing to its unique and differentiated downside-protected investment model. The company currently has over $9 billion in assets under management and a national presence, with offices in 12 major metropolitan areas, including Los Angeles, San Diego, San Francisco, Scottsdale, Dallas, Chicago, Boca Raton, Atlanta and Washington DC. Lido plans to continue its expansion across the country both organically and through acquisition. Charlesbank Investment Charlesbank invested in Lido in June 2021, partnering with management to become the company’s first private equity sponsor. The investment is the result of a focused thematic effort by our Business Services team to identify a wealth management RIA platform. We believe that RIAs will continue to gain share in the wealth management market, and we see significant opportunities to accelerate Lido’s organic growth, optimize the company’s operations and build a repeatable M&A engine in a highly fragmented industry. The founding management team and employees of Lido remain substantial shareholders alongside Charlesbank. CEO Jason Ozur KEY TEAM MEMBERS ADDITIONAL BUSINESS SERVICES PORTFOLIO COMPANIES Active Investments Realized Investments VIEW CASE STUDIES Proven investors in the middle market Home Terms of Use Investor Login Firm Overview