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⚲
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| Karpus Management Inc
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|
|---|---|
| CRD # | 110275 |
| SEC # | 801-29607 |
| CIK # | 0001048703 |
| AUM | $3.5 BB (2024-03-11) |
| Employees | 39 (46% Investors, 0% Brokers) |
| Phone | 585-586-4680 |
| Address | 183 Sullys Trail Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NEA | 3.5 | 0.3 | |
| MSFT | 1,918.2 | 0.1 | |
| FINS | 0.3 | 0.1 | |
| BTT | 1.6 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| NVDA | 399.6 | 0.0 | |
| VGM | 0.6 | 0.0 | |
| BFK | 0.5 | 0.0 | |
| GDV | 1.9 | 0.0 | |
| AACT | 0.0 | ||
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 995 | 0.4 |
| (b) Individuals (high net worth individuals) | 606 | 2.0 |
| (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 | 55 | 0.5 |
| (h) Charitable organizations | 49 | 0.2 |
| (i) State or municipal government entities | 0 | 0.1 |
| (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 | 61 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,165 | 3.5 |
| By Discretionary | ||
| Discretionary | 2,165 | 3.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,165 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 2,165 | 3.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001048703] | |
| 3 | [0001048703] | |
| SC 13D | [0001048703] | |
| SC 13G | [0001048703] |
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|---|---|---|
|
Tectonic Advisors LLC
✚
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