| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Russell Control | Member | 10-25% | 2013 |
| Drew Dawson Kellner Control | Member, Chief Compliance Officer | 10-25% | 2005 |
| James B Conway Control | Member | 10-25% | 2021 |
Lumbard & Kellner, LLC reports $357.2 million in regulatory assets under management on its Form ADV.
Lumbard & Kellner, LLC reports 4 employees.
Lumbard & Kellner, LLC is based in Hollis, NH and has been SEC-registered since 2003.
Lumbard & Kellner, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5 Hutchings Drive, Hollis, NH 03049-0749 |
| Phone | 603-465-7700 |
| Fax | 603-465-7774 |
| Office hours | 9:00 a.m.- 4:15 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $357.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $357.2M |