Lido Advisors Completes Strategic Investment from HPS to Support Continued Growth

LOS ANGELES – August 7, 2025 – Lido Advisors (“Lido”), a leading wealth advisory firm with over $30 billion in regulatory assets under management, today announced the closing of its strategic investment from funds managed by HPS Investment Partners (“HPS”). HPS joins Lido’s existing investors Charlesbank Capital Partners (“Charlesbank”) and Constellation Wealth Capital (“CWC”), along with Lido’s more than 160 employee-owners, to support the firm’s continued growth and client-first mission.

“Today marks a milestone moment for Lido, our team, and our clients,” said Jason Ozur, Chief Executive Officer of Lido. “I’m incredibly proud of the growth we’ve achieved while staying true to our client-first values, and I am excited to embark on the next phase of Lido’s journey with the additional support of HPS. Lido is extremely well positioned to continue our momentum and to further enhance the personalized, family office-style experience we provide our clients.”

Ardea Partners LP served as lead financial advisor, and William Blair & Company LLC served as financial advisor to Lido. Houlihan Lokey and Piper Sandler & Co. also provided financial advice. Ropes & Gray LLP served as legal counsel to Lido and Charlesbank. Herrick, Feinstein LLP and Willkie Farr & Gallagher LLP also provided legal advice. Gibson Dunn & Crutcher LLP served as legal counsel to CWC. Sidley Austin LLP served as legal counsel to HPS.