The deal with Pegasus Partners is the largest since Lido sold a minority stake to private equity firm Constellation Wealth ...
The leading RIA's combination with the Boston-based OCIO giant is projected to represent $1.8T in AUA and $258B in AUM.
The deal for the $3B Wisconsin-based wealth firm will strengthen Lido's profile in the Midwestern ultra-high-net-worth space.
Lido Advisors, LLC (Lido), a leading wealth advisory firm with over $24 billion in regulatory assets under management (RAUM) ...
Addus HomeCare Corporation , a provider of home care services, announced today that it will release earnings for the third quarter ended September 30, 2024, on Monday, November 4, 2024, after the ...