LUMBARD & KELLNER LLC Overview

Lumbard & Kellner Llc is an investment advisor that manages 154.6 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 130MM in positions, representing 84% of the manager's regulatory AUM.

LUMBARD & KELLNER LLC StockAlpha

-1.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

LUMBARD & KELLNER LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 7.39% ETF 2.49% 0.02% 0 10%
PRU 4.57% Financials 26.69% 0.14% 0 14%
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LUMBARD & KELLNER LLC Founders and Key Employees

Name Title In Position Since
John A. Lumbard Manager April-1990
Jean A. Lumbard Member April-1990
Gordon A. Russell Member April-1990
Michael A. Collora Member April-1990
Peter B. Coz Member April-1990
Drew D. Kellner Member, Chief Compliance Officer June-2005
Anne Russell Member June-2013

LUMBARD & KELLNER LLC Brokers, Custodians, Auditors and Administrators

Type Company

LUMBARD & KELLNER LLC Investment Strategy

LUMBARD & KELLNER LLC Portfolio Concentration

LUMBARD & KELLNER LLC Location

5 HUTCHINGS DRIVE
HOLLIS, New Hampshire
UNITED STATES, 03049-0749

LUMBARD & KELLNER LLC Contact Information

Phone Number: 603-465-7700
Fax Number: 603-465-7774
Website:

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