Lombard Odier Asset Management (Usa) Corp is a large advisory firm based in New York. It manages $2.82 billion of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.
Lombard Odier Asset Management (Usa) Corp provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Asset Management (Usa) Corp is $2.82 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 69% since the beginning of its operation, and $2.82 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Lombard Odier Asset Management (Usa) Corp for their services and products based on a percentage of assets under management and performance-based fees. 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 only and largest group of clients of Peter Lawrence Clarke is pooled investment vehicles with 21 clients and $2.82 billion of assets under management. Among the 12 most similar advisory firms, Lombard Odier Asset Management (Usa) Corp has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.82 billion for 21 clients. 100% of the firm’s clients are foreign persons or businesses.
Lombard Odier Asset Management (Usa) Corp also advises several private funds. Namely, twelve hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.
The company employs 58 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people 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.
Peter Lawrence Clarke has been acting as President since 1 Oct 2014. Aziz Nahas has served as the Chief Investment Officer since 1 May 2010 and Jean Pascal Porcherot is the Chief Executive Officer of Lombard Odier Asset Management (Usa) Corp family office. Philippe Zeller Alexandre joined the executive team most recently as the Managing Partner.
The principal office where Lombard Odier Asset Management (Usa) Corp performs its advisory services is located at 452 Fifth Avenue, New York, NY 10018, which is also the mailing address of the firm. An additional office of the firm is in Palm Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-295-6200 or by fax 212-295-6220. The normal business hours are 7:00 am - 5:00 pm on Monday - Friday.