Sidley represented Lido Advisors, a nationally recognized wealth advisory firm headquartered in Los Angeles, California, with over US$29 billion in Regulatory Assets Under Management (RAUM) and 40 offices across the U.S., in its partnership with BluePointe Capital Management, a Menlo Park-based RIA with more than US$870 million in RAUM. BluePointe offers greater Silicon Valley entrepreneurs and executives comprehensive wealth management services, including pre-liquidity event planning, sophisticated alternative investment strategies, and customized solutions to help clients preserve wealth and optimize their legacies. The full BluePointe team will join Lido.
The Sidley team was led by Payom Pirahesh, David Grinberg, and Tommy Tsao, and included Sydney Robles (M&A and Private Equity).