Jason Ozur

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.

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.

Infinovate LLC operates as an online investment fund analytics platform. The company is headquartered in Las Vegas, NV.

Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ.