Lombard Odier Transatlantic Limited

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Lombard Odier Transatlantic Limited
CRD #6318
SEC #801-112125
CIK #
AUM $466.8 MM (82% Disc, 90% US)
Employees8 (25% Investors, 50% Brokers)
Phone514-847-7747
Address1000 Sherbrooke St West
Montreal, H3A 3R7
Source [IAPD] [Website]
Total AUM ($MM)
74059244429614802011201420172020
Sector Holding Cap ($MM) Value ($MM)
GOOG817,370.05.9
ACWI5.0
TLT4.9
GOOGL819,810.04.7
AME18,190.03.8
ABBV115,170.03.7
DFE3.7
MCD138,580.03.5
JNJ369,000.03.5
EPP3.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02013201420152017
Comparable Firms State AUM ($BB)
GDM Advisory Group Ltd
PA 0.5
Omega Wealth Partners Inc
TX 0.5
Willis Johnson & Associates Inc
TX 0.5
Wealth Management Advisors Inc
KS 0.5
Financial Plan Inc
WA 0.5
Financial Resources Groupcom LLC
WA 0.5
Rappaport Reiches Capital Management LLC
IL 0.5
Greenwood Gearhart Inc
AR 0.5
RPG Investment Advisory LLC
CA 0.5
Alpenrose Wealth Management International AG
0.5
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com