Jason Ozur

Amministratore Delegato presso Lido Advisors LLC

Finance

Consumer Services

Commercial Services

Posizioni attive di Jason Ozur

Società	Posizione	Inizio	Fine
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	-
	Membro del Comitato di Investimento	01/01/2009	-
	Gestore di Portafoglio-Azioni	01/01/2009	-
	Presidente	01/01/2020	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	-	-

Storia della carriera di Jason Ozur

Precedenti posizioni note di Jason Ozur

Società	Posizione	Inizio	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

Statistiche

Distribuzione geografica

Stati Uniti

Posizioni

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

Settori

Finance	4
Consumer Services	2
Commercial Services	2

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Società collegate

Aziende private	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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