Lumbard & Kellner LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Lumbard & Kellner LLC
CRD #117196
SEC #801-61888
CIK #
AUM $176.9 MM (100% Disc, 100% US)
Employees3 (100% Investors, 0% Brokers)
Phone603-465-7700
Address5 Hutchings Drive
Hollis, NH 03049-0749
Source [IAPD] [Website]
Total AUM ($MM)
215172129864302002200820142020
Sector Holding Cap ($MM) Value ($MM)
VTI23.3
MINT7.4
WMT286,110.06.3
MET42,670.05.9
GOOG817,370.05.8
PRU38,680.05.6
DIS171,070.04.6
FDX46,060.04.6
ZTS45,350.04.5
EPOL4.4
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
Comparable Firms State AUM ($BB)
Bernardi Asset Management LLC
IL 0.2
Integrated Capital Management Inc
PA 0.2
Keystone Asset Management Inc
VA 0.2
Dibenedetto & Associates Ltd
IL 0.2
Virginia Capital Strategies Inc
VA 0.2
Heritage Asset Advisors Ltd LLP
TX 0.2
Adams Chetwood Wealth Management LLC
NC 0.2
The Mutual Fund Store-New York LLC
KS 0.2
PFC Capital Group Inc
CA 0.2
Camden Wealth Advisors LLC
TX 0.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com