| Name | Title | Ownership | Since |
|---|---|---|---|
| Christian Rocchio Control | Director And Manager | Under 5% | 2024 |
| Israel Discount Bank of New York Control | Owner | 50-75% | 2022 |
| Iynkaran Kanapathipillai Control | Chief Executive Officer | Under 5% | 2022 |
Idb Lido Wealth, LLC reports $338 million in regulatory assets under management on its Form ADV.
Idb Lido Wealth, LLC reports 14 employees.
Idb Lido Wealth, LLC is based in New York, NY and has been SEC-registered since 2022.
Idb Lido Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1114 6th Avenue, 9th Floor, New York, NY 10036 |
| Phone | 646-839-9793 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2023262 |
| Discloses disciplinary history | Yes |
| Discretionary | $338M |
| Non-discretionary | $0 |
| Total (RAUM) | $338M |