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Kellner Dileo & Company, L.P.

900 3rd Avenue, Suite 1000
New York, New York 10022
United States
 
Contact :      Glen Friedman
Phone :       212-350-0200
Fax :             212-350-0300
Email :         kellner1@aol.com
Web :           http://

Kellner Dileo & Company, L.P. Information

Type of organization :
Total Assets Managed ($Mil) : $385
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1981
Wrap Programs Offered? : No
# of Accounts Managed : 155
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Kellner Dileo & Company, L.P. History

Kellner DiLeo is a New York and American Stock Exchange member firm which was founded in 1981 to specialize in merger arbitrage investment.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 0 Analysts : 0
Portfolio Managers : 0 Traders : 0
Client Service : 0 Operation : 0

Kellner Dileo & Company, L.P. Personnel

Mr.  George Kellner

President/CEO
Tel : 212-350-0200
Email: kellner1@aol.com
George A. Kellner Managing Director, Chief Executive Officer, has been in the arbitrage business for over 25 years and founded KD in 1981. Prior to KD, Mr. Kellner was a Senior Vice President and founded the arbitrage department of Donaldson, Lufkin & Jenrette. Before commencing his arbitrage career, Mr. Kellner was a Vice President and House Counsel of the Madison Fund where he had broad responsibilities as a financial analyst and portfolio manager. Mr. Kellner began his professional career as a securities lawyer at the Wall Street law firm of Carter, Ledyard and Milburn and holds a B.A. (Trinity College), a J.D. (Columbia Law School) and an M.B.A. (New York University's Leonard Stern Graduate School of Business). He is a Chartered Financial Analyst and a former Adjunct Assistant Professor of Finance at New York University.

Mr.  Glen Friedman

General Partner
Tel : (212) 350-0362
Email: glen@kellnerdileo.com
Glen M. Friedman , Principal, Chief Financial and Operations Officer, was a Director at Mabon Securities Corporation from 1991 to 1994 when he joined KD. He holds a B.S. (Lehigh University), an M.B.A. (New York University's Leonard Stern School of Business) and is a Certified Public Accountant in the State of New York.

Mrs.  Jessica Barbosa

Data Preparer
Tel : 212-350-0246
Email: jbarbosa@kellnerdileo.com
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Mr.  Edward Amorosi

Marketing Director
Tel : 212-350-0244
Email: eamorosi@kellnerdileo.com

Ms.  Antonia Peristeris

Client Contact
Tel : (212) 350-0254
Email: antonia@kellnerdileo.com

Kellner Dileo & Company, L.P. Product Name

KDC Merger Arbitrage Fund, LP:Privately Managed Accounts
KDC Distressed and High Income Fund, LP:Privately Managed Accounts
KDC Event Fund, LP:Privately Managed Accounts
KDC Offshore Distressed and High Income Fund, BV:Privately Managed Accounts
Report Created: July,21 2019.  Copyright Money Manager Review , All rights Reserved.
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