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Articles from Lido Advisors

Lido Advisors Enters into Strategic Partnership with HPS to Support Continued Growth
Lido Advisors (“Lido”), a leading wealth advisory firm with over $30 billion in assets under management, today announced a strategic partnership with investment funds managed by HPS Investment Partners (“HPS”), a leading global alternative investment firm with approximately $150 billion in AUM. HPS joins Lido’s existing partner Charlesbank Capital Partners (“Charlesbank”) and more than 135 Lido employee-owners to support the firm’s continued growth and long-term vision.
By Lido Advisors · Via Business Wire · May 21, 2025
Lido Advisors Partners With Constellation Wealth Capital to Further Accelerate M&A and Organic Growth
Lido Advisors (“Lido”), a leading registered investment advisor serving high-net-worth clients, today announced that Constellation Wealth Capital (“CWC”), a firm specializing in making investments in industry-leading wealth management firms, has become a strategic partner and minority investor. CWC will join Lido’s lead investor Charlesbank Capital Partners (“Charlesbank”).
By Lido Advisors · Via Business Wire · January 17, 2024
Lido Advisors Presents WebMD’s Dr. John Whyte on the New Normal in Medical Care
Los Angeles-based registered investment advisor Lido Advisors will host a two-part webinar examining the new post-pandemic realities of accessing medical care that will include the Chief Medical Officer of WebMD, Dr. John Whyte, as the featured panelist.
By Lido Advisors · Via Business Wire · June 10, 2021