Karpas Strategies LLC

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Assets, Funds, Holdings

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Karpas Strategies LLC
CRD #108139
SEC #801-57019
CIK #1127544
AUM $279.2 MM (100% Disc, 99% US)
Employees1 (100% Investors, 0% Brokers)
Phone212-223-7280
Address452 Fifth Avenue
New York, NY 10018
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
JNJ 369,000.0 19.4
SCHW 58,370.0 13.2
MMP 13,740.0 11.1
BAM 45,530.0 10.8
CMPR 2,340.0 8.8
BIP 11,500.0 8.5
MRK 208,740.0 7.8
BPY 8,330.0 6.7
WFC 226,380.0 5.5
WPC 12,580.0 5.3
View All
Holdings by Sector ($BB)
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