KELLNER CAPITAL MANAGEMENT, INC.

Overview

Kellner Capital Management, Inc. is a small, client-focused advisory firm that manages discretionary portfolios primarily for individuals and families and for small businesses. The firm is structured as a corporation with an individual owner and bills clients on a percentage-of-AUM fee schedule. Its advisory activity is centered on portfolio management rather than pension consulting or large institutional allocation. Filing details show the firm is not positioned as an ESG investor or a multi-state adviser. Investment activity skews sharply toward public equities. The firm’s stated preference is equities, and the bulk of client capital is held in exchange-traded equity vehicles. Advisory services are delivered alongside the firm’s accounting activity, indicating an integrated tax and investment relationship for many clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices