From Yahoo Finance: 2025-05-22 08:05:00

Wealth advisory firm Lido Advisors partners with HPS Investment Partners to enhance growth, managing over $30bn in assets, collaborating with HPS, with about $150bn AUM. The strategic partnership aims to strengthen operational capabilities, expected to be finalized in Q3. Lido’s president sees significant growth opportunities with the new partnership.

HPS joins Lido’s current partner Charlesbank Capital Partners, a middle-market private investment firm managing around $20bn in assets. Lido has invested in its team, establishing itself in the wealth management space. Charlesbank is excited to continue the partnership as Lido innovates its strategies and client-first service model.

Ardea Partners lead financial advisory for Lido, with William Blair & Company providing advisory services. Additional financial advice from Houlihan Lokey and Piper Sandler. Legal counsel by Ropes & Gray for Lido and Charlesbank, with Sidley Austin representing HPS. Lido offers family office-style services to high-net-worth individuals, families, and institutions, including investment management and alternative investment strategies.

In 2022, Lido Advisors acquired Enterprise Trust & Investment Company (ETIC), offering private trustee services and investment management to high-net-worth individuals and families. The partnership with HPS aims to fuel long-term growth for Lido Advisors.



Read more at Yahoo Finance: Lido Advisors teams up with HPS to fuel long-term growth