Gregory Paul Kushner

Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1995 → 09/2021
  Lido Consulting, Inc
  Los Angeles, CA
• 03/2001 → 01/2021
  Investment Security Corporation
  Woodland Hills, CA
• 07/2015 → Present
  Lido Advisors Holding, Llc
  Los Angeles, CA
• 07/2015 → Present
  Kushner Holdings, Inc.
  Los Angeles, CA
• 07/2015 → 05/2021
  Lido Advisors, Llc
  Beverly Hills, CA
• 05/2021 → 02/2022
  Lido Advisors, Llc
  Los Angeles, CA
• 02/2022 → Present
  Lido Advisors, Llc
  Los Angeles, CA
• 09/2021 → Present
  Lido Consulting Group, Llc
  Los Angeles, CA
• 04/2016 → 12/2022
  Oakhurst Advisors, Llc
  Los Angeles, CA
• 06/2024 → Present
  Idb Lido Wealth, Llc
  Los Angeles, CA

Previous Registrations

• 2001-06-08 → 2015-07-22
  Lido Advisors
  Beverly Hills, CA
  Beverly Hills, CA

Other Businesses

(1) MEMBER OF LIDO ADVISORS HOLDINGS, LLC; INVESTMENT RELATED; 1875 CENTURY PARK EAST, #950, LA, CA 90067; START DATE 07/2015; HOLDING COMPANY FOR LIDO ADVISORS, LLC; DUTIES: MEMBER; DEV. APPROX. 5 HOURS P/M, INCL. 0 HOURS DURING TRADING HOURS. (2) CEO OF KUSHNER HOLDINGS, INC.; INVESTMENT RELATED; 1875 CENTURY PARK EAST, #950, LA, CA 90067; START DATE 07/2015; MEMBER OF LIDO ADVISORS HOLDINGS, LLC; MEMBER; DEV. APPROX. 5 HOURS P/M, INCL. 0 HOURS DURING TRADING HOURS. (3) FOUNDER AND PRESIDENT OF LIDO CONSULTING GROUP, LLC.; NON INVESTMENT RELATED; 1875 CENTURY PARK EAST, #950, LA, CA 90067; START DATE 11/1995; PROVIDING ADVICE TO FAMILY OFFICES & EDUCATION, CONSULTING SERVICES; DUTIES: NETWORKING, ORGANIZING LUNCHEONS AND ANNUAL CONFERENCE, EXECUTIVE PLACEMENT; DEV. APPROX. 50 HOURS P/M, INCL. ZERO HOURS DURING SECURITIES TRADING HOURS. (4) KUSHDON MANAGEMENT INC.; INVESTMENT RELATED (REAL ESTATE), 1875 CENTURY PARK EAST, #950, LA, CA 90067; START DATE 04/2015; SERVICES AS CHIEF FINANCIAL OFFICER AND SHAREHOLDER; DUTIES: OVERSEEING THE FINANCIALS OF THE FIRM AND PERFORMING VARIOUS ADMINISTRATIVE DUTIES; DEV. APPROX. 10 HOURS P/M, INCL. 2 HOURS DURING TRADING HOURS. (5) SERVES AS COTRUSTEE TO 4 TRUSTS FOR A LIDO CLIENT; INVESTMENT RELATED; 1875 CENTURY PARK EAST, #950, LA, CA 90067; START DATE 03/2015; DUTIES: OVERSEEING INVESTMENTS AND PERFORMING VARIOUS ADMINISTRATIVE DUTIES; DEV. APPROX. 5 HOURS P/M, INCLUDING 1 HOUR DURING TRADING HOURS. (6) SERVES AS TRUSTEE TO 4 FAMILY RELATED TRUSTS; INVESTMENT RELATED; 1875 CENTURY PARK EAST, #950, LA, CA 90067; START DATE 12/2011; DEV. APPROX. 10 HOURS P/M, INCLUDING 1 HOUR DURING TRADING HOURS; DUTIES: OVERSEEING INVESTMENTS AND PERFORMING VARIOUS ADMINISTRATIVE DUTIES. (7) SERVES AS CHIEF INVESTMENT OFFICER AND CHIEF FINANCIAL OFFICER FOR TECH SGT. JACK KUSHNER RET'D FOUND.; INVESTMENT RELATED: 1875 CENTURY PARK EAST, #950, LA, CA 90067; START DATE 03/2015; DUTIES: OVERSEEING INVESTMENTS AND FINANCES, AND PERFORMING VARIOUS ADMINISTRATIVE DUTIES; DEV. APPROX. 5 HOURS P/M, INCLUDING 3 HOURS DURING TRADING HOURS. (8) SERVES AS MANAGING MEMBER FOR 6 LIMITED LIABILITY COMPANIES; INVESTMENT RELATED; 1875 CENTURY PARK EAST, #950, LA, CA 90067; START DATES RANGE FROM 2010 TO 2013; DUTIES: OVERSEEING INVESTMENTS IN REAL ESTATE AND PERFORMING VARIOUS ADMINISTRATIVE DUTIES; DEVOTES APPROX. 5 HOURS P/M, INCLUDING ZERO HOURS DURING TRADING HOURS. (9) ESTELLE GORDON TRUST CREATED UNDER JACK KUSHNER TRUST; INVESTMENT RELATED; 1875 CENTURY PARK EAST, #950, LA, CA 90067; TRUST; TRUSTEE; START DATE 01/2013; DEVOTE 10 HOURS P/M; ZERO HOURS DURING TRADING HOURS SPENT OVERSEEING ALL ASPECTS OF INVESTMENTS;(10) MANAGING MEMBER OF SHANGRI-LA EQUINOX LLC; INV. RELATED; 1875 CENTURY PARK EAST, #950, LA, CA 90067; START DATE SEPTEMBER 2015; DUTIES: OVERSIGHT; 5 HRS. P/M.; (11) MG. MEMBER OF 1045 4TH FOSSIL CREEK LLC; INV. REL.; 1875 CENTURY PARK EAST, #950, LA, CA 90067; START DATE JUNE 2016; MANAGER OF LLC; DEVOTES APPROX. 4-6 HOURS P/M, INCL. 0 HOURS DURING TRADING HOURS; (12) MG. MEMBER of WILDWOOD APARTMENTS LLC; INV. REL.; 1875 CENTURY PARK EAST, #950, LA, CA 90067; START DEC. 2017; DEVOTES APPROX 2-4 HRS. P/M, INCL. BUS. HRS.; OVERSIGHT OF FIN. INFO.; (13) PRIN. OF LIDO PRIVATE FUNDS, LLC; INV. REL.; 1875 CENTURY PARK EAST, #950, LA, CA 90067; START DATE NOV. 2017; DEVOTES APPROX 2-4 HRS. P/M, INCL. BUS. HRS.; OVERSIGHT OF FIN. INFO. (14) Mr. Kushner is an Investment Adviser Representative of both Lido Advisors, LLC and IDB Lido Wealth, LLC. IDB Lido Wealth, LLC is a joint venture between Lido Advisors, LLC and IDB New York. Mr. Kushner is only employed and compensated by Lido Advisors, LLC, but performs similar services for IDB Lido Wealth, LLC by virtue of a services agreement between the two entities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-31
• S63 Uniform Securities Agent State Law Examination
  1995-08-21