LUMBARD & KELLNER, LLC
CRD #117196 SEC #801-61888 HOLLIS, NH 603-465-7700
SEC Registered
Total AUM
$357.2M
Discretionary
$357.2M
Employees
4
Clients
--
Accounts
122
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $357.2M | $357.2M | $0 | 4 | 0 |
| Mar 2024 | $350.9M | $350.9M | $0 | 4 | 0 |
| Mar 2023 | $303M | $303M | $0 | 4 | 0 |
| Mar 2022 | $318.4M | $318.4M | $0 | 4 | 0 |
| Oct 2021 | $280.3M | $280.3M | $0 | 4 | 0 |
| Mar 2021 | $280.3M | $280.3M | $0 | 4 | 0 |
| Oct 2020 | $207.8M | $207.8M | $0 | 4 | 0 |
| Oct 2020 | $207.8M | $207.8M | $0 | 4 | 0 |
| May 2020 | $207.8M | $207.8M | $0 | 3 | 0 |
| Mar 2020 | $207.8M | $207.8M | $0 | 3 | 0 |
| Mar 2019 | $176.9M | $176.9M | $0 | 3 | 0 |
| Mar 2018 | $210.7M | $210.7M | $0 | 3 | 0 |
| Mar 2017 | $172M | $172M | $0 | 3 | 200 |
| Mar 2016 | $149.8M | $149.8M | $0 | 3 | 200 |
| Feb 2015 | $154.6M | $154.6M | $0 | 3 | 26 |
| Mar 2014 | $141.1M | $141.1M | $0 | 3 | 26 |
| Dec 2013 | $112M | $112M | $0 | 3 | 26 |
| Dec 2013 | $112M | $112M | $0 | 3 | 26 |
| Apr 2013 | $112M | $112M | $0 | 3 | 26 |
| Mar 2012 | $101.2M | $101.2M | $0 | 1 | 26 |
| Mar 2011 | $94.1M | $94.1M | $0 | 5 | -- |
| Mar 2009 | $57.4M | $52.5M | $4.9M | 5 | -- |
| Jan 2008 | $61.5M | $61.5M | $0 | 5 | -- |
| Mar 2007 | $55.4M | $55.4M | $0 | 10 | -- |
| Mar 2006 | $49M | $49M | $0 | 10 | -- |
| Jun 2005 | $48.3M | $48.3M | $0 | 10 | -- |
| Jun 2005 | $48.3M | $48.3M | $0 | 10 | -- |
| Jun 2004 | $46.3M | $46.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$357.2M
Discretionary$357.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$350.9M
Discretionary$350.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$303M
Discretionary$303M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$280.3M
Discretionary$280.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$280.3M
Discretionary$280.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$207.8M
Discretionary$207.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$207.8M
Discretionary$207.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$207.8M
Discretionary$207.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$207.8M
Discretionary$207.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$176.9M
Discretionary$176.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees3
Clients200
DateMar 2016
Total AUM$149.8M
Discretionary$149.8M
Non-Disc.$0
Employees3
Clients200
DateFeb 2015
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees3
Clients26
DateDec 2013
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees3
Clients26
DateDec 2013
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees3
Clients26
DateApr 2013
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$57.4M
Discretionary$52.5M
Non-Disc.$4.9M
Employees5
Clients--
DateJan 2008
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$46.3M
Discretionary$46.3M
Non-Disc.$0
Employees5
Clients--