Lombard Odier Transatlantic, Limited Partnership is a large advisory firm based in Montreal. It manages $397.85 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Florida, Massachusetts, Michigan, and New York.
Lombard Odier Transatlantic, Limited Partnership 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 Partnership is $397.85 million. The firm's AUM has grown by 929% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lombard Odier Transatlantic, Limited Partnership 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.
Peter Ross Davidson has been acting as President since 1 Sep 2002. Charles Josh Wilson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Lombard Odier Transatlantic, Limited Partnership 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. It doesn’t run 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.