Jason Ozur

Vorstandsvorsitzender bei Lido Advisors LLC

Finance

Consumer Services

Commercial Services

Aktive Positionen von Jason Ozur

Unternehmen	Position	Beginn	Ende
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.	Vorstandsvorsitzender	01.01.2021	-
	Mitglied des Investmentausschusses	01.01.2009	-
	Portfolio Manager-Aktien	01.01.2009	-
	Präsident	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.	Portfolio Manager-Aktien	-	-
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.	Direktor/Vorstandsmitglied	-	-
Palladius Real Estate Fund I LP	Direktor/Vorstandsmitglied	-	-
Palladius Real Estate Fund II LP	Direktor/Vorstandsmitglied	-	-
Palladius Real Estate Fund I RM LP	Direktor/Vorstandsmitglied	-	-

Karriereverlauf von Jason Ozur

Ehemalige bekannte Positionen von Jason Ozur

Unternehmen	Position	Beginn	Ende
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	-	-

Ausbildung von Jason Ozur

California State University-Northridge

Undergraduate Degree

Statistik

International

Vereinigte Staaten

Operativ

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

Sektoral

Finance	4
Consumer Services	2
Commercial Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Unternehmensverbindungen

Private Unternehmen	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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