Kellner Capital Management, Inc. (KCMI) offers investment management services to individuals, retirement plans, and trusts. KCMI manages accounts on an individual basis, tailoring them to specific investment objectives agreed upon with the client. Clients can place reasonable restrictions on investments. KCMI primarily invests in high-quality companies and mutual funds holding high-quality debt.
Assets Under Management$56M
Clients75
Advisors1
Avg. per Client$750K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Kellner Capital Management's fees are calculated as a percentage of the value of your portfolio, including cash. The annual fee ranges from 0% to 2.0% of the assets they manage. The exact fee is negotiable and depends on the size of your account and the services you need. Fees are calculated monthly and charged at the end of each quarter.
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