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Jason Ozur
Directeur Général chez
Lido Advisors Holdings LLC
Profil
Jason Jay Ozur is Co-Chief Executive Officer at Lido Advisors LLC since 2024.
Mr. Ozur is Chief Executive Officer at Lido Advisors Holdings LLC.
Mr. Ozur is Senior Managing Director at Oakhurst Advisors LLC.
Mr. Ozur is Director at Infinovate LLC.
Mr. Ozur is Director at Palladius Real Estate Fund.
I LP.
Mr. Ozur is Director at Palladius Real Estate Fund I RM LP.
Mr. Ozur is Director at Palladius Real Estate Fund II LP.
Formerly, Mr. Ozur was Principal at Rothstein, Kass & Co. LLC.
Mr. Ozur completed undergraduate studies at California State University-Northridge in 1995.
Postes actifs de Jason Ozur
| Sociétés | Poste | Début |
|---|---|---|
Lido Advisors LLC
 Lido Advisors LLC Investment ManagersFinance Lido utilizes an integrated wealth management approach to seek to help their clients achieve their financial goals while aiming to reduce market risks and manage volatility. The firm uses an integrated wealth strategy that involves tailored investment services that, among other things, select assets for their clients that are less correlated to one another. These assets include not only the traditional asset classes such as fixed income, equities, and cash, but also real estate debt, foreign securities, American Depository Receipts, hybrid offerings, and Alternative Investments, such as Liquid and Non-Liquid Alternative Investments and Non-Liquid Fixed Income investments. | Directeur Général | 01/01/2021 |
Oakhurst Advisors LLC
 Oakhurst Advisors LLC Investment ManagersFinance Oakhurst’s Funds are generally structured as pooled investment vehicles that make direct and indirect investments in real estate and debt secured by real estate. Each Oakhurst Fund is designed to provide a specific long-term strategy that requires an indefinite or prolonged holding period. | Gestionnaire de Portefeuille-Actions | - |
Infinovate LLC
 Infinovate LLC Internet Software/ServicesTechnology Services Operates as an online investment fund analytics platform | Directeur/Membre du Conseil | - |
Palladius Real Estate Fund I LP
 Palladius Real Estate Fund I LP Investment ManagersFinance Functions as a private equity fund | Directeur/Membre du Conseil | - |
Palladius Real Estate Fund II LP
 Palladius Real Estate Fund II LP Investment ManagersFinance Functions as a private equity fund | Directeur/Membre du Conseil | - |
Palladius Real Estate Fund I RM LP | Directeur/Membre du Conseil | - |
Lido Advisors Holdings LLC
 Lido Advisors Holdings LLC Investment ManagersFinance Operates as a holding company whose subsidiaries offers wealth management and advisory services | Directeur Général | - |
Anciens postes connus de Jason Ozur
| Sociétés | Poste | Fin |
|---|---|---|
Rothstein, Kass & Co. LLC
 Rothstein, Kass & Co. LLC Miscellaneous Commercial ServicesCommercial Services Provides accounting and business consulting services | Corporate Officer/Principal | - |
Formation de Jason Ozur
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
64
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Rothstein, Kass & Co. LLC
Rothstein, Kass & Co. LLC Miscellaneous Commercial ServicesCommercial Services Provides accounting and business consulting services | Commercial Services |
California State University-Northridge
 California State University-Northridge Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lido Advisors LLC
Lido Advisors LLC Investment ManagersFinance Lido utilizes an integrated wealth management approach to seek to help their clients achieve their financial goals while aiming to reduce market risks and manage volatility. The firm uses an integrated wealth strategy that involves tailored investment services that, among other things, select assets for their clients that are less correlated to one another. These assets include not only the traditional asset classes such as fixed income, equities, and cash, but also real estate debt, foreign securities, American Depository Receipts, hybrid offerings, and Alternative Investments, such as Liquid and Non-Liquid Alternative Investments and Non-Liquid Fixed Income investments. | Finance |
Oakhurst Advisors LLC
Oakhurst Advisors LLC Investment ManagersFinance Oakhurst’s Funds are generally structured as pooled investment vehicles that make direct and indirect investments in real estate and debt secured by real estate. Each Oakhurst Fund is designed to provide a specific long-term strategy that requires an indefinite or prolonged holding period. | Finance |
Lido Advisors Holdings LLC
Lido Advisors Holdings LLC Investment ManagersFinance Operates as a holding company whose subsidiaries offers wealth management and advisory services | Finance |
Infinovate LLC
Infinovate LLC Internet Software/ServicesTechnology Services Operates as an online investment fund analytics platform | Technology Services |
Palladius Real Estate Fund I LP
Palladius Real Estate Fund I LP Investment ManagersFinance Functions as a private equity fund | Finance |
Palladius Real Estate Fund I RM LP | |
Palladius Real Estate Fund II LP
Palladius Real Estate Fund II LP Investment ManagersFinance Functions as a private equity fund | Finance |
