ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) December 2023
Benjamin Markman
Lido Advisors, LLC
1875 Century Park East, Suite 950
Los Angeles, CA 90067
Phone: (310) 278-8232
Fax: (310) 278-8267
bmarkman@lidoadvisors.com www.lidoadvisors.com
This brochure supplement provides information about Benjamin Markman that supplements 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 Benjamin Markman is available on the SEC’s website atadviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Benjamin Markman
Year of Birth: 1997
Educational Background
University of Oregon, Lundquist College of Business – Bachelor of Science in Business Administration 2019
Business Background
Lido Advisors, LLC, Investment Adviser Representative (6/2022 – Present)
Morton Capital Management, Private Investments Administrator, Trader (10/2019 – 6/2022)
University of Oregon, Research Assistant (7/2018 – 10/2019)
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. Markman has no information required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
Mr. Markman does not engage in other business activities outside of his position at Lido.
ITEM 5: ADDITIONAL COMPENSATION
Mr. Markman has no additional compensation to disclose.
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. Markman’s investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 orjozur@lidoadvisors.com.
