# IDB Lido Wealth

IDB Lido Wealth is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** idblidowealth.com
- **LinkedIn:** https://www.linkedin.com/company/idb-lido-wealth-llc

## Regulatory record

- **CRD number:** 322488
- **SEC file number:** 801-126779
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322488

## About

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.

## 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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Last updated: 2026-07-06T01:24:18.586Z

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