Jason Ozur
Amministratore Delegato presso Lido Advisors LLC
Profilo
Mr. Jason J.
Ozur, CPA, is a Chief Executive Officer at Lido Advisors LLC and a Senior Managing Director at Oakhurst Advisors LLC.
He is on the Board of Directors at Infinovate LLC, Palladius Real Estate Fund I LP, Palladius Real Estate Fund I RM LP and Palladius Real Estate Fund II LP.
Prior to joining Lido, Mr. Ozur provided financial oversight as controller of a multi-billion-dollar Los Angeles based hedge fund.
He has a Bachelor of Science from California State University at Northridge (1995).
Posizioni attive di Jason Ozur
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | 01/01/2021 |
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. | Gestore di Portafoglio-Azioni | - |
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. | Direttore/Membro del Consiglio | - |
| Palladius Real Estate Fund I LP | Direttore/Membro del Consiglio | - |
| Palladius Real Estate Fund II LP | Direttore/Membro del Consiglio | - |
| Palladius Real Estate Fund I RM LP | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Jason Ozur
| Società | Posizione | Fine |
|---|---|---|
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 | - |
Formazione di Jason Ozur
| California State University-Northridge | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 7 |
|---|---|
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 |
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 |
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 I RM LP | |
| Palladius Real Estate Fund II LP |
- Borsa valori
- Insiders
- Jason Ozur
