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KARPUS INVESTMENT MANAGEMENT
KARPUS MANAGEMENT INC
CRD 110275 · SEC 801-29607
183 SULLY'S TRAIL, PITTSFORD, NY, 14534, United States
Phone
585-586-4680
Fax
585-586-4315
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.01B
Discretionary AUM
$4.01B
Team
38 total employees; 19 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 964 | $417.9M |
| High net worth individuals | 689 | $2.39B |
| Pension/profit sharing plans | 47 | $508.0M |
| Charitable organizations | 44 | $170.4M |
| State/municipal entities | 2 | $62.7M |
| Insurance companies | 1 | $1.3M |
| Corporations/business entities | 76 | $462.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, VI, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD