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| Karpas Strategies LLC
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| CRD # | 108139 |
| SEC # | 801-57019 |
| CIK # | 0001127544 |
| AUM | $401.2 MM (2024-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 212-223-7280 |
| Address | 33 West Street, Rear Litchfield, CT 06759 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001127544 | |
| / | |
| Sector | Form 13F Holdings | Value ($MM) | |
|---|---|---|---|
| Brookfield Asset Management Inc | 29.8 | ||
| Johnson & Johnson | 19.0 | ||
| Schwab Charles Corp | 18.5 | ||
| Merck & Co Inc | 16.5 | ||
| Oneok Inc /New/ | 15.8 | ||
| Brookfield Asset Management Ltd | 10.1 | ||
| Texas Instruments Inc | 9.3 | ||
| Brookfield Infrastructure Partners LP | 8.2 | ||
| MPLX LP | 7.5 | ||
| Vistaprint NV | 7.2 | ||
| Fiserv Inc | 6.7 | ||
| Microsoft Corp | 6.1 | ||
| Liberty Global PLC | 6.1 | ||
| Leucadia National Corp | 5.6 | ||
| Enstar Group Ltd | 5.4 | ||
| Brookfield Renewable Partners LP | 5.4 | ||
| Walt Disney Co | 5.0 | ||
| Comcast Corp | 4.6 | ||
| Exxon Mobil Corp | 4.3 | ||
| J P Morgan Chase & Co | 3.8 | ||
| Wells Fargo & Co/MN | 3.7 | ||
| Carey W P & Co LLC | 3.7 | ||
| Annaly Capital Management Inc | 3.6 | ||
| Pfizer Inc | 3.6 | ||
| Ace Ltd | 3.3 | ||
| Apple Inc | 3.3 | ||
| Citigroup Inc | 3.1 | ||
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.9 |
| (b) Individuals (high net worth individuals) | 44 | 397.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 186 | 401.2 |
| By Discretionary | ||
| Discretionary | 186 | 401.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 186 | 401.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 398.3 | |
| Total | 186 | 401.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001127544] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Affiliated Financial Advisors Inc
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WI | 0.4 |
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Worley Erhart-Graves Financial Advisors Inc
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IN | 0.4 |
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Schubert & Company Inc
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TX | 0.4 |
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Silverleafe Capital Partners LLC
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TN | 0.4 |
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Efficient Frontier Advisors LLC
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CT | 0.4 |
|
Westover Capital Advisors LLC
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|
DE | 0.4 |
|
Aurdan Capital Management LLC
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PA | 0.4 |
|
David R Rahn & Associates Inc
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|
CA | 0.4 |
|
Annapolis Financial Services LLC
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|
MD | 0.4 |
|
RIA Advisory Group LLC
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IA | 0.4 |