# LOMBARD ODIER TRANSATLANTIC LIMITED

LOMBARD ODIER TRANSATLANTIC LIMITED of MONTREAL is an SEC-registered investment adviser.

## Registration

- CRD: 6318
- Type: SEC-registered investment adviser
- SEC file number: 801-112125
- Location: 1000 SHERBROOKE ST. WEST, SUITE 2200, MONTREAL, H3A 3R7
- Phone: 514-847-7747
- Latest filing: 2019-03-20
- Regulatory AUM: $466.8M
- Discretionary AUM: $384.3M
- Non-discretionary AUM: $82.5M
- Clients: 8
- Accounts: 88

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [BALITSOS GREGORY MICHAEL](https://search.stillhousedata.com/person/728429) | CHIEF COMPLIANCE OFFICER | — |
| [DOREY ROBERT WALLACE](https://search.stillhousedata.com/person/794353) | DIRECTOR, CHIEF FINANCIAL OFFICER  & TREASURER; DIRECTOR, CHIEF FINANCIAL OFFICER & TREASURER | — |
| [WILSON JOSH](https://search.stillhousedata.com/person/795306) | CHIEF COMPLIANCE OFFICER | — |
| [CITTE YANN](https://search.stillhousedata.com/person/822290) | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| [DAVIDSON PETER ROSS](https://search.stillhousedata.com/person/822291) | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/6318/brochure
- Similar advisers: https://search.stillhousedata.com/firm/6318/similar
- Related entities: https://search.stillhousedata.com/firm/6318/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/6318

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.