Lido Advisors Stake Sale | HPS Investment Partners
- The partnership provides Lido Advisors with additional resources to expand it's wealth management services and reach a broader client base, impacting the financial planning landscape for high-net-worth individuals.
- Los Angeles-based Lido Advisors, a wealth advisory firm overseeing $30 billion in assets, is partnering with HPS Investment Partners, a global alternative investment firm managing approximately $150 billion.
- The collaboration also includes lido’s more than 135 employee-owners.
Lido Advisors is set to expand its wealth management services, thanks to a strategic investment from HPS Investment Partners.This deal, with the aim of fueling Lido’s growth, will see HPS join Charlesbank Capital Partners. Lido Advisors,specializing in wealth management for high-net-worth clients,plans to leverage this partnership to broaden its reach. News Directory 3 has the details. The partnership is expected to complete in Q3 2025. Discover what’s next for Lido Advisors.
Lido Advisors Secures HPS Investment for Growth Initiatives
Updated May 25, 2025
Los Angeles-based Lido Advisors, a wealth advisory firm overseeing $30 billion in assets, is partnering with HPS Investment Partners, a global alternative investment firm managing approximately $150 billion. The deal, intended to bolster Lido’s growth, will see HPS join existing investor Charlesbank capital Partners, the majority owner since 2021.Constellation Wealth capital took a minority stake in Lido in 2024.
The collaboration also includes lido’s more than 135 employee-owners. Founded in 1999,Lido Advisors focuses on personalized wealth management services,including investment management,estate and tax planning,and alternative investments,for high-net-worth individuals,families,and institutions. The firm has grown organically and through nine acquisitions since January 2019.
Jason Ozur, CEO of Lido, emphasized the partnership’s alignment with the firm’s client-first approach and its potential to enhance service offerings. The transaction, anticipated to close in the third quarter of 2025, involved advisory roles from Ardea Partners, William Blair, Houlihan Lokey, and Piper Sandler. Legal counsel was provided by Ropes & Gray, Herrick Feinstein, Willkie Farr & Gallagher, and Sidley Austin. Financial details, including the size of HPS’s stake in Lido Advisors, were not disclosed.
“This collaboration aims to fuel Lido’s growth, building on its tripling of assets since Charlesbank’s investment,” Jason Ozur, CEO of Lido Advisors said.
What’s next
The partnership is expected to close in Q3 2025, after which Lido Advisors will continue to expand its services and client base with the support of HPS Investment Partners and Charlesbank Capital Partners.