Houlihan Lokey Advises Lido
Houlihan Lokey is pleased to announce that Lido Advisors (Lido), a leading wealth advisory firm with more than $30 billion in assets under management (AUM), has announced a strategic partnership with HPS Investment Partners (HPS), a leading global alternative investment firm with approximately $150 billion in AUM. HPS joins Lido’s existing partner Charlesbank Capital Partners (Charlesbank) and more than 135 Lido employee-owners to support the firm’s continued growth and long-term vision.
Founded in 1999 and headquartered in Los Angeles, Lido delivers a personalized, family-office-style experience to high-net-worth individuals, families, and institutions. It offers a holistic approach to wealth advisory that includes investment management, estate and tax planning, and access to alternatives strategies.
HPS is a leading global, credit-focused alternative investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for its clients. At its core, HPS shares a common thread of intellectual rigor and discipline that enables it to create value for its clients, who have entrusted the firm with approximately $150 billion of assets under management as of March 2025.
With the support of Charlesbank, Lido has significantly scaled its business, driven by a mission to help clients grow and protect their legacies. Lido’s new partnership with HPS further enhances the firm’s ability to expand its business strategically over the long term. Charlesbank will also continue its partnership with Lido.
Lido and Charlesbank are excited about their new partnership with HPS and the next chapter of growth for the company. HPS implements a collaborative approach and long-term vision that align perfectly with Lido’s goals. The new partnership validates the strength of Lido’s platform while also underscoring the significant opportunities ahead. Lido is well-positioned to continue growing and enhancing the services it can provide to its clients.
Houlihan Lokey acted as financial advisor to Lido. The transaction is expected to close in the third quarter of 2025.
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