|
⚲
|
| Karpus Management Inc
✚
|
|
|---|---|
| CRD # | 110275 |
| SEC # | 801-29607 |
| CIK # | 0001048703 |
| AUM | $4.0 B (2025-07-01) |
| Employees | 38 (55% Investors, 0% Brokers) |
| Phone | 585-586-4680 |
| Address | 183 Sullys Trail Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 935 | 0.4 |
| (b) Individuals (high net worth individuals) | 652 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 54 | 0.5 |
| (h) Charitable organizations | 47 | 0.2 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 67 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,208 | 4.0 |
| By Discretionary | ||
| Discretionary | 2,208 | 4.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,208 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 2,208 | 4.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001048703] | |
| 3 | [0001048703] | |
| SC 13D | [0001048703] | |
| SC 13G | [0001048703] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Highpoint Advisor Group LLC
✚
|
IL | 4.0 |
|
New Century Advisors LLC
✚
|
MD | 4.0 |
|
New Frontier Advisors LLC
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|
MA | 3.9 |
|
Oberweis Asset Management Inc
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|
IL | 3.9 |
|
Schechter Investment Advisors LLC
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|
MI | 3.9 |
|
Daymark Wealth Partners LLC
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|
OH | 3.9 |
|
Verdence Capital Advisors LLC
✚
|
MD | 3.9 |
|
Bragg Financial Advisors Inc
✚
|
NC | 3.9 |
|
Systematic Financial Management LP
✚
|
NJ | 3.9 |
|
Argent Capital Management LLC
✚
|
MO | 3.9 |