Banque Lombard Odier & Cie Sa
$172M reported client assets across 3 advisory firms in FY2021 annual amendments
Reported client assets over time
$14.1M
$168M
2017
2021
Same-firm comparison: 2 firms that reported Banque Lombard Odier & Cie Sa in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017 is shown but partial — only FY2017: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Goodhart Partners Llp | $122M | $994M | 12.3% | 06/28/2021 |
| The Forum Finance Group Sa | $45.3M | $1.9B | 2.4% | 12/13/2021 |
| 3 J Capital Partners Ltd | $4.3M | $214M | 2.0% | 03/30/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.