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Karpus Investment Management
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Karpus Investment Management Share
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Overview Share
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Pittsford, New York
$3.4 billion AUM
2 offices

Karpus Investment Management is based in Pittsford, New York and has $3.4 billion in assets under management.

183 Sully's Trail
Pittsford, NY 14534
$3.4 billion
AUM Share
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Assets under management
2,237 clients
Number of clients
Average investment size is $1,539,301
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 541 $192,114,495 6% $355,110
High net worth individuals 723 $2,157,054,100 63% $2,983,477
Pooled investment vehicles 1 $1,650,126 0% $1,650,126
Pension and profit sharing plans 74 $595,579,187 17% $8,048,367
Charitable organizations 49 $195,309,376 6% $3,985,906
State or municipal government entities Fewer than 5 clients $47,223,315
Insurance companies Fewer than 5 clients $4,756,573
Other corporations or businesses 66 $249,728,953 7% $3,783,772
Employees Share
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Investment analysts
66% of total employees
AUM per employee Share
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Assets under management
AUM per employee
AUM per investment analyst
About Share
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Karpus Investment Management makes money through the following ways:

  • Percentage of AUM
Services offered

Karpus Investment Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 110,275
SEC number 801-29607
Legal structure Corporation
Legal governance New York, United States
Latest ADV filing date February 14, 2020

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