K
Kellner Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$56,284,316
Total clients
75
12% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
75
Average account size
$750,458
About
Kellner Capital Management provides discretionary portfolio management and financial planning services to individual investors and business clients, managing roughly $56 million for about 75 clients. The firm's Form ADV describes services for both personal wealth management and advisory work for corporate or business entities.
Its brochure indicates a traditional, individualized investment approach centered on portfolio management and ongoing account reviews, with compensation described on a percentage-of-assets basis and client reporting and review processes outlined in Items 8 and 13. The firm documents its standard practices for analysis, risk consideration, and account monitoring in the Form ADV Part 2A.
What is distinctive in the brochure is the firm's affiliation with an accounting practice and related accounting activities disclosed in Item 10, and the explicit inclusion of corporate or business clients in Item 7. That combination of investment advice tied to an accounting affiliate and serving corporate clients is uncommon among independent advisers of this size.
Client services
Portfolio management
Main office location
Kellner Capital Management, Inc.
1528 Walnut Street, Suite 801
Philadelphia PA 19102-3637, United States
Number of offices
1
Most active in
Kellner Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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