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| Lumbard & Kellner LLC
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|---|---|
| CRD # | 117196 |
| SEC # | 801-61888 |
| CIK # | 0001602476 |
| AUM | 443.6 M (2026-03-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 603-465-7700 |
| Address | 5 Hutchings Drive Hollis, NH 03049-0749 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Petrobras - Petroleo Brasileiro Sa | 14.7 | ||
| Alphabet Inc | 14.0 | ||
| Hudbay Minerals Inc | 10.9 | ||
| Goldman Sachs Group Inc | 10.1 | ||
| Kinder Morgan Inc | 8.2 | ||
| Cisco Systems Inc | 8.2 | ||
| Enersys | 7.7 | ||
| MetLife Inc | 7.6 | ||
| Materion Corp | 7.5 | ||
| Kratos Defense & Security Solutions Inc | 7.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 25.1 |
| (b) Individuals (high net worth individuals) | 249 | 396.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 21.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 321 | 443.6 |
| By Discretionary | ||
| Discretionary | 321 | 443.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 321 | 443.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.6 | |
| Total | 321 | 443.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001602476] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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