LUMBARD & KELLNER, LLC of HOLLIS, NH is an SEC-registered investment adviser (CRD 117196). Regulatory assets under management: $443.6M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| John Ashmore Lumbard | MANAGER | — |
| Peter Boyd Coz | MEMBER | — |
| Drew Dawson Kellner | MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Anne Russell | MEMBER | — |
| James B Conway | MEMBER | — |
| LUMBARD JOHN ASHMORE | GENERAL PARTNER; LIMITED PARTNER; MANAGER (+1 more) | — |
| LUMBARD ELIOT HOWLAND | LIMITED PARTNER; MEMBER | — |
| RUSSELL GORDON ALAN | LIMITED PARTNER; MEMBER | — |
| RUSSELL CELIA MARY | LIMITED PARTNER; MEMBER | — |
| COLLORA MICHAEL ALLEN | LIMITED PARTNER; MEMBER | — |
| COZ PETER BOYD | LIMITED PARTNER; MEMBER | — |
| KELLNER DREW DAWSON | MEMBER, CCO; MEMBER, CHIEF COMPLIANCE OFFICER; OWNER | — |
| RUSSELL ANNE | MEMBER | — |
| CONWAY JAMES B | MEMBER | — |