Karpus Investment Management Review


Trust Score 98%
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Last updated: May 16th, 2019. Data source: SEC filings.

Karpus Investment Management, federally registered in 1987, is a Registered Investment Advisor (RIA) in 37 state(s) with a licensed staff of 1 advisors. Karpus Investment Management manages $3.2 billion and provides investment advisory services for 1,359 clients (1:1359 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $500,000
Average Client Balance $2,330,105
Hybrid Advisor No
Disciplinary History No
Total AUM $3.2 billion
Advisor / Client Ratio 1:1359
Headquarters 183 Sully's Trail Pittsford, NY 14534
SEC Filings Forms and Brochures    (CRD # 110275)
State(s) Registered AL, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KY, LA, ME, MD, MA, MI, MN, NV, NH, NJ, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WV, WI


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