Lumbard & Kellner, LLC
Lumbard & Kellner, LLC is an SEC-registered wealth manager in Hollis, NH with $443.6M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Lumbard & Kellner, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117196, SEC 801-61888, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $443.6M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Hollis, NH
- Employees
- 4
- Clients
- 321
- CRD
- 117196
- Ownership
- LUMBARD, JOHN, ASHMORE; LUMBARD, ELIOT, HOWLAND; LUMBARD, JEAN, ASHMORE; RUSSELL, GORDON, ALAN; COZ, PETER, BOYD
How much AUM does Lumbard & Kellner, LLC have?
Lumbard & Kellner, LLC reported $443.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Lumbard & Kellner, LLC?
Disclosed owners and executives of Lumbard & Kellner, LLC include LUMBARD, JOHN, ASHMORE, LUMBARD, ELIOT, HOWLAND, LUMBARD, JEAN, ASHMORE, RUSSELL, GORDON, ALAN, COZ, PETER, BOYD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.