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Kiran Kambhampati

Lido

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About Kiran Kambhampati

Kiran Kambhampati is an investment advisor representative who is currently registered with Lido Advisors, LLC. Kiran has been in the industry since 2003, previously working at Susquehanna Securities, Susquehanna Investment Group, Archelon LLC, Cutler Group, LP and Bluefin Trading, LLC. Kiran holds a Series 56 license and is a Chartered Financial Analyst. Kiran specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles, as well as financial planning, educational seminars and selection of other advisors.

Firm Information

Kiran Kambhampati is currently registered with Lido. Lido is an investment advisor headquartered in Los Angeles, California. They provide a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as educational seminars and selection of other advisors. They manage over $19.6 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and ERISA pooled plans.
Lido

1875 CENTURY PARK EAST

LOS ANGELES, CA 90067

$19.66B

Assets Under Management

26

Total Clients

150

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kiran Kambhampati’s Registration & Firm History

CA

10/30/2024 - Present

Lido (LOS ANGELES CA)

NY

03/14/2013 - 01/28/2014

BLUEFIN TRADING, LLC (NEW YORK NY)

CA

09/23/2011 - 01/02/2013

CUTLER GROUP, LP (SAN FRANCISCO CA)

IL

03/22/2011 - 08/04/2011

ARCHELON LLC (CHICAGO IL)

PA

10/22/2003 - 03/22/2006

SUSQUEHANNA SECURITIES (BALA CYNWYD PA)

PA

09/17/2003 - 03/22/2006

SUSQUEHANNA INVESTMENT GROUP (BALA CYNWYD PA)

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Licenses & Designations

BC

Issued 09/22/2011

Series 56 - Proprietary Trader Qualification Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kiran Kambhampati.
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