Data / Investment advisers / New York / Idb Lido Wealth, LLC
Idb Lido Wealth, LLC, New York, NY: $478 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Idb Lido Wealth, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $478 million in regulatory assets under management in its Form ADV filed July 27, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Idb Lido Wealth, LLC (CRD number 322488): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 322488
- SEC file number
- 801-126779
- SEC status
- Approved, effective December 5, 2022
- Main office
- 1114 6th Avenue, 9th Floor, New York, NY 10036
- Phone
- (646) 839-9793
- Website
- idblidowealth.com
- Regulatory AUM
- $478,386,467 in the Form ADV filed July 27, 2026
- Discretionary AUM
- $478,386,467
- Accounts
- 329
- Employees
- 14, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- July 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 152 | $336.6 million |
| Corporations or other businesses | 31 | $118.5 million |
| Individuals (other than high net worth individuals) | 19 | $16.1 million |
| Charitable organizations | 7 | $7.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $478.4 million | March 27, 2026 |
| December 1, 2025 | $338 million | September 11, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Emet Capital Management | New York | $481.8 million | 2 | adviserinfo.sec.gov |
| Onyxpoint Global Management LP | New York | $481.2 million | 3 | adviserinfo.sec.gov |
| Aureon Management LLC | New York | $481 million | Not listed | adviserinfo.sec.gov |
| Lion Point Capital, LP | New York | $480.6 million | 5 | adviserinfo.sec.gov |
| Sound Point Meridian Management Company LLC | New York | $478.5 million | Not listed | adviserinfo.sec.gov |
| Broad Sky Partners LLC | New York | $476.9 million | 6 | adviserinfo.sec.gov |
| Bridgeport Partners | New York | $476.5 million | 3 | adviserinfo.sec.gov |
| Sycale Advisors | New York | $473.1 million | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Idb Lido Wealth, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.