Jason Ozur

Chief Executive Officer at Lido Advisors LLC

Finance

Consumer Services

Commercial Services

Jason Ozur active positions

Companies	Position	Start	End
Lido Advisors LLC Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families.	Chief Executive Officer	2020-12-31	-
	Investment Committee Member	2008-12-31	-
	Portfolio Manager-Equities	2008-12-31	-
	President	2019-12-31	2020-12-31
Oakhurst Advisors LLC Oakhurst Advisors LLC Investment ManagersFinance Oakhurst Advisors LLC (Oakhurst) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2014 and is majority-owned by Oakhurst Advisors Holdings LLC, which is owned by Lido Oakhurst Holdings LLC. Oakhurst provides investment management, advisory, asset management and administrative services to a mutual fund, real estate-related private funds, and other pooled investment vehicles. Their investors include high-net-worth individuals, family offices, wealth management firms, and institutions.	Portfolio Manager-Equities	-	-
Infinovate LLC Infinovate LLC Internet Software/ServicesTechnology Services Infinovate LLC operates as an online investment fund analytics platform. The company is headquartered in Las Vegas, NV.	Director/Board Member	-	-
Palladius Real Estate Fund I LP	Director/Board Member	-	-
Palladius Real Estate Fund II LP	Director/Board Member	-	-
Palladius Real Estate Fund I RM LP	Director/Board Member	-	-

Career history of Jason Ozur

Former positions of Jason Ozur

Companies	Position	Start	End
Rothstein, Kass & Co. LLC Rothstein, Kass & Co. LLC Miscellaneous Commercial ServicesCommercial Services Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ.	Corporate Officer/Principal	-	-

Training of Jason Ozur

California State University-Northridge

Undergraduate Degree

Statistics

International

United States

Operational

Director/Board Member	4
Portfolio Manager-Equities	2
Chief Executive Officer	1

Sectoral

Finance	4
Consumer Services	2
Commercial Services	2

Positions held

Active

Inactive

Listed companies

Private companies

Linked companies

Private companies	7
Lido Advisors LLC Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families.	Finance
Rothstein, Kass & Co. LLC Rothstein, Kass & Co. LLC Miscellaneous Commercial ServicesCommercial Services Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ.	Commercial Services
Oakhurst Advisors LLC Oakhurst Advisors LLC Investment ManagersFinance Oakhurst Advisors LLC (Oakhurst) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2014 and is majority-owned by Oakhurst Advisors Holdings LLC, which is owned by Lido Oakhurst Holdings LLC. Oakhurst provides investment management, advisory, asset management and administrative services to a mutual fund, real estate-related private funds, and other pooled investment vehicles. Their investors include high-net-worth individuals, family offices, wealth management firms, and institutions.	Finance
Infinovate LLC Infinovate LLC Internet Software/ServicesTechnology Services Infinovate LLC operates as an online investment fund analytics platform. The company is headquartered in Las Vegas, NV.	Technology Services
Palladius Real Estate Fund I LP	Finance
Palladius Real Estate Fund II LP
Palladius Real Estate Fund I RM LP

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