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IDB Lido Wealth
IDB LIDO WEALTH, LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2022. The firm manages approximately $478 million in...
Overview
IDB LIDO WEALTH, LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2022. The firm manages approximately $478 million in regulatory assets. It has 14 employees and 9 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
How does IDB Lido Wealth source proprietary deal flow?
The primary sourcing advantage flows from Israel Discount Bank's Tel Aviv–based corporate and investment banking relationships. This banking backbone provides early visibility into Israeli technology, real estate, and credit opportunities before they reach broader US private-wealth channels. On the US side, the group sources through standard institutional manager relationships and open-architecture platforms, supplemented by the parent bank's commercial credit networks.
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