Jason Ozur

Provides accounting and business consulting services

Functions as a College/University

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.

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.

Operates as a holding company whose subsidiaries offers wealth management and advisory services

Operates as an online investment fund analytics platform

Functions as a private equity fund

Functions as a private equity fund