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PE shop takes stake in $9bn Lido Advisors

Published 05-25-2021

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Charlesbank Capital Partners is purchasing a stake in the Los Angeles-based RIA.

Private equity firm Charlesbank Capital Partners is purchasing a stake in Lido Advisors, a Los Angeles based RIA with roughly $9bn in client assets under management.

To read the full article, visit https://citywireusa.com/registered-investment-advisor/news/pe-shop-takes-stake-in-9bn-lido-advisors/a1511932