The LOMBARD ODIER ASSET MANAGEMENT (USA) CORP is a privately held investment adviser that advises $44.64Bn in regulatory assets under management held in 2 SEC fund types across 7 investment strategies. LOMBARD ODIER ASSET MANAGEMENT (USA) CORP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 9.29% over the last 5-years.
The Group has been registered with the SEC for 15.13 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 452 FIFTH AVENUE 25TH FLOOR, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 6 US and Non-US bodies.
They have 64 employees comprised of 27 investment and 37 non-investment staff. The total number of Employees decreased by 1.54% over the last 5-years.
Their $44.64Bn in assets advised are owned by 18 private funds, 83 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $34.72Bn or 77.78% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $9.92Bn or 22.22% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and Multi Strat, representing 60.78%, 16.88% and 12.05% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 14 Fund Administrators, 2 Fund Auditors, 4 Prime Brokers, 15 Custodians and 15 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.