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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-1994
- Office Locations
- 1
Office Locations
About Kellner Capital Management, Inc.
Kellner Capital Management, Inc. is a Philadelphia-based RIA. The firm has been operating for 32 years. Managing $56.3M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Between September 19, 2011 and June 19, 2012, reported AUM increased 3.4%, from $37.4M to $38.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 75 clients, or 75 clients per representative. That equates to $750.5K in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on February 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
JEROME ALLEN KELLNER
Chief Compliance Officer, President
- CRD
- #2311319
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,284,316 | $368,054 |
| Non-Discretionary | $0 | -- |
| Total | $56,284,316 | $368,054 |
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Separately Managed Accounts
SMA allocation detail is available
Kellner Capital Management, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.