Jason Ozur
Chief Executive Officer at Lido Advisors LLC
Profile
Mr. Jason J.
Ozur, CPA, is a Chief Executive Officer at Lido Advisors LLC and a Senior Managing Director at Oakhurst Advisors LLC.
He is on the Board of Directors at Infinovate LLC, Palladius Real Estate Fund I LP, Palladius Real Estate Fund I RM LP and Palladius Real Estate Fund II LP.
Prior to joining Lido, Mr. Ozur provided financial oversight as controller of a multi-billion-dollar Los Angeles based hedge fund.
He has a Bachelor of Science from California State University at Northridge (1995).
Jason Ozur active positions
| Companies | Position | Start |
|---|---|---|
Lido Advisors LLC
 Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families. | Chief Executive Officer | 2020-12-31 |
Oakhurst Advisors LLC
 Oakhurst Advisors LLC Investment ManagersFinance Oakhurst Advisors LLC (Oakhurst) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2014 and is majority-owned by Oakhurst Advisors Holdings LLC, which is owned by Lido Oakhurst Holdings LLC. Oakhurst provides investment management, advisory, asset management and administrative services to a mutual fund, real estate-related private funds, and other pooled investment vehicles. Their investors include high-net-worth individuals, family offices, wealth management firms, and institutions. | Portfolio Manager-Equities | - |
Infinovate LLC
 Infinovate LLC Internet Software/ServicesTechnology Services Infinovate LLC operates as an online investment fund analytics platform. The company is headquartered in Las Vegas, NV. | Director/Board Member | - |
| Palladius Real Estate Fund I LP | Director/Board Member | - |
| Palladius Real Estate Fund II LP | Director/Board Member | - |
| Palladius Real Estate Fund I RM LP | Director/Board Member | - |
Former positions of Jason Ozur
| Companies | Position | End |
|---|---|---|
Rothstein, Kass & Co. LLC
 Rothstein, Kass & Co. LLC Miscellaneous Commercial ServicesCommercial Services Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ. | Corporate Officer/Principal | - |
Training of Jason Ozur
| California State University-Northridge | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Rothstein, Kass & Co. LLC
Rothstein, Kass & Co. LLC Miscellaneous Commercial ServicesCommercial Services Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ. | Commercial Services |
Lido Advisors LLC
Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families. | Finance |
Oakhurst Advisors LLC
Oakhurst Advisors LLC Investment ManagersFinance Oakhurst Advisors LLC (Oakhurst) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2014 and is majority-owned by Oakhurst Advisors Holdings LLC, which is owned by Lido Oakhurst Holdings LLC. Oakhurst provides investment management, advisory, asset management and administrative services to a mutual fund, real estate-related private funds, and other pooled investment vehicles. Their investors include high-net-worth individuals, family offices, wealth management firms, and institutions. | Finance |
Infinovate LLC
Infinovate LLC Internet Software/ServicesTechnology Services Infinovate LLC operates as an online investment fund analytics platform. The company is headquartered in Las Vegas, NV. | Technology Services |
| Palladius Real Estate Fund I LP | Finance |
| Palladius Real Estate Fund I RM LP | |
| Palladius Real Estate Fund II LP |
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