ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) December 2023
Alexander Kob
Lido Advisors, LLC
Business Office Address
20 N. Clark St. Suite 1250
Chicago, IL 60602
Phone: (847) 525-6367
Fax: (310) 278-8267
akob@lidoadvisors.com
Principal Office Address
1875 Century Park East, Suite 950
Los Angeles, California 90067
Phone: (310) 278-8232
Fax: (310) 278-8267
www.lidoadvisors.com
This brochure supplement provides information about Alexander Kob that supplements the Lido Advisors, LLC’s (“Lido”) Disclosure Brochure (Form ADV Part 2A). You should have received a copy of that Disclosure Brochure. Please contact our Chief Compliance Officer at (310) 278-8232 if you did not receive Lido Advisors, LLC’s Disclosure Brochure or if you have any questions about the contents of this supplement.
Additional information about Alex Kob is available on the SEC’s website atadviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Alexander Kob
Year of Birth: 1992
Educational Background
Indiana University, Kelley School of Business – Bachelor of Science in Finance, 2014
Business Background
Lido Advisors, LLC, Investment Adviser Representative (7/2017 – Present)
McAdam LLC, Investment Adviser Representative (10/2014 – 7/2017)
Purshe Kaplan Sterling Investments, Registered Representative (10/2014 – 7/2017)
ING Financial Partners Inc., Registered Representative (6/2014 – 10/2014)
ITEM 3: DISCIPLINARY INFORMATION
Lido is required to disclose all material facts regarding any legal or disciplinary event that would be material to your evaluation of each investment person providing advice to you. Mr. Kob has no information required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
Mr. Kob does not have additional business activities to disclose at this time.
ITEM 5: ADDITIONAL COMPENSATION
Outside of the typical and ordinary compensation earned from his employment at Lido, Mr. Kob receives an economic benefit from new business coming into the firm.
ITEM 6: SUPERVISION
Generally, all client investment decisions are overseen by Jeff Garden, Chief Investment Officer and head of Lido’s Investment Committee. The Investment Committee meets periodically to discuss overall portfolio management decisions and strategies. In addition, Jason Ozur, Chief Executive Officer of Lido, is responsible for the general oversight of all investment advice given by its supervised persons.
Mr. Alexander Kob’s investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 orjozur@lidoadvisors.com.