ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) December 2023
Henry Herrill
Lido Advisors, LLC
1875 Century Park East, Suite 950
Los Angeles, California 90067
Phone: (310) 278-8232
Fax: (310) 278-8267
hherrill@lidoadvisors.com www.lidoadvisors.com
This brochure supplement provides information about Henry Herrill 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 Henry Herrill is available on the SEC’s website atadviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Henry Herrill
Year of Birth: 1994
Educational Background
Northwestern University, Bachelor of Science in Economics (2016)
Business Background
Lido Advisors, LLC, Investment Adviser Representative (9/2017 – Present)
Northwestern Mutual, Financial Representative (8/2016—08/2017)
Goldman Sachs, Intern (3/2015 – 6/2015)
UBS, Intern (7/2014 – 8/2014)
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. Herrill has no information required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
Mr. Herrill does not currently participate in any outside business activities from his role as investment adviser representative with Lido.
ITEM 5: ADDITIONAL COMPENSATION
As described in Item 4 above, Mr. Herrill does not participate in any outside business activities outside of his role with Lido and therefore does not receive any additional compensation.
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. Henry Herrill’s investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 orjozur@lidoadvisors.com.
