Acquisition · Activity not yet classified
Lido Advisors, LLC (Charlesbank investment)
Transaction overview
Reported completed
Exact closing date not established.
Charlesbank made a significant investment in Lido Advisors following its May 24, 2021 announcement (page dated May 25). Lido’s May 23, 2025 release identifies Charlesbank as an existing partner with continuing ownership after four years of partnership, establishing reported completion by that date. The exact closing date and ownership percentage are not established.
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 Charlesbank Capital Partners to Invest in Growth ↗
Lido Advisors · Published May 25, 2021
May 24, 2021 body / May 25 page: significant investment agreement alongside founders and management; expected second-quarter closing subject to conditions, not a completion report.
- Lido Advisors Enters into Strategic Partnership with HPS to Support Continued Growth ↗
Lido Advisors · Published May 23, 2025
May 23, 2025: Charlesbank is an existing partner with continuing ownership and a past four-year partnership; corroborates completion by this report without an exact closing day.