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LOMBARD ODIER TRANSATLANTIC LIMITED

Advisory

N·MONTREAL

Data as of Mar 20, 2019 · Source: SEC Form ADV

Total AUM
$467M
1-Year AUM Growth
-14.3%
3-Year CAGR
+5.5%
Employees
2
Assets Under Management
Total AUM$467M
Discretionary AUM$384M
Non-Discretionary AUM$82M
Discretionary %82.3%
Total Clients—
Team
Total Employees2
Investment Advisers8
Employee Growth (1Y)—
Filing History
Total Filings on Record25
First FilingApr 29, 2011
Latest FilingMar 20, 2019
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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