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| Karpus Management Inc
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|---|---|
| CRD # | 110275 |
| SEC # | 801-29607 |
| CIK # | 0001048703 |
| AUM | 4,010.8 M (2026-05-18) |
| Employees | 38 (50% Investors, 0% Brokers) |
| Phone | 585-586-4680 |
| Address | 183 Sullys Trail Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| BlackRock Municipal 2030 Target Term Trust | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Angel Oak Financial Strategies Income Term Trust | 0.1 | ||
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 0.0 | ||
| Gabelli Dividend & Income Trust | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 964 | 0.4 |
| (b) Individuals (high net worth individuals) | 689 | 2.4 |
| (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 | 47 | 0.5 |
| (h) Charitable organizations | 44 | 0.2 |
| (i) State or municipal government entities | 2 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 76 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,279 | 4.0 |
| By Discretionary | ||
| Discretionary | 2,279 | 4.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,279 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 2,279 | 4.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001048703] | |
| 3 | [0001048703] | |
| SC 13D | [0001048703] | |
| SC 13G | [0001048703] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.6B |
| Serves | Institutional, Retail |
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