Acquisition · Activity not yet classified
Lido Advisors, LLC (HPS investment)
Transaction overview
Announced
Exact closing date not established.
Lido Advisors announced an investment partnership with HPS-managed funds, alongside continuing partner Charlesbank and employee owners. The transaction was expected to close in the third quarter of 2025; the source does not establish completion or a stake percentage.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Lido Advisors Enters into Strategic Partnership with HPS to Support Continued Growth ↗
Lido Advisors · Published May 23, 2025
May23,2025 HPS funds strategic investment partnership, expectedQ3closing. ExistingCharlesbank and135employeeowners continue. Stake/priceunknown, not completed.