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Established in 1999, Lido is one of the fastest growing Registered Investment Advisors (“RIAs”) in the U.S. with over $11 billion in assets under management (“AUM”). Lido has been recognized by a number of publications, including Forbes, Barron`s and the Financial Times. Lido`s unique, family office wealth management offering for high-net-worth and ultra-high-net-worth individuals, coupled with differentiated and proactive marketing including strategic partnerships as well as a growth-oriented culture has yielded an impressive year-over-year CAGR. Headquartered in Los Angeles, California, we have offices throughout the United States and are continually seeking to strategically expand our reach into high-growth geographies. Through our strategic marketing initiatives and family office network, we have developed a replicable and successful growth process. Our unique investment capabilities are centered around risk metrics, opportunistic investing, and income. Asset classes may include stocks, bonds, private debt, real estate equity, hedge funds, and alternate asset classes. Our wealth management offerings include an in-house financial planning department as well as affiliated tax and legal professionals to assist with our client needs.
SunGard is one of the world’s leading software and technology services companies. SunGard has more than 17,000 employees and serves approximately 25,000 customers in more than 70 countries. SunGard provides software and processing solutions for financial services, education and the public sector. SunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software. With annual revenue of over $4 billion, SunGard is the largest privately held software and services company and was ranked 480 on the Fortune 500 in 2012.
Xleo is a Durham, NC-based company in the Computers and Electronics sector.
CS Technology is a New York, NY-based company in the Computers and Electronics sector.
Toolwire, Inc. is one of the leading companies in the Computers and Electronics sector.