Lombard Odier Transatlantic Limited is a large advisory firm based in Montreal. It manages $466.82 million of regulatory assets for 88 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Delaware, Florida, and 3 other states.
Lombard Odier Transatlantic Limited provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lombard Odier Transatlantic Limited is $466.82 million. The firm's AUM has gone down by -2% since the beginning of its operation, and $47.86 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Lombard Odier Transatlantic Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Lombard Odier Transatlantic Limited is high net worth individuals with 63 clients and $338.98 million of assets under management. Among the 10 most similar advisory firms, Lombard Odier Transatlantic Limited has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $466.82 million for 90 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Lombard Odier Transatlantic Limited doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Lo Holdings Sa joined the executive team most recently as the Shareholder.
The principal office where Lombard Odier Transatlantic Limited performs its advisory services is located at 1000 Sherbrooke St. West, Montreal, H3 A 3 R7, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 514-847-7747 or by fax 514-847-7796. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at lombardodier-transatlantic.com.