Peter Coz is not listed as a control person, but directly owns between 5% and 10% of Lumbard & Kellner.
Lumbard & Kellner is an investment adviser based in Hollis, NH, registered with the SEC since 2003. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $444 million, as filed on 16 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4512739
- Firm
- Lumbard & Kellner · CRD 117196
- Role
- Member
- In role since
- April 1990 · 36 years
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Hollis, NH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Peter Coz work?
Peter Coz has held the title Member at Lumbard & Kellner, LLC since April 1990.
How can I verify Peter Coz’s record?
Peter Coz’s role is listed on Lumbard & Kellner, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 117196.
