Karpas Strategies is an investment advisor in Litchfield with $393.41 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Karpas Strategies LLC
SEC CIK
IRS number
134074234
SEC advisor number
801-57019
FINRA CRD number
108139
AUM ?
$401.22 mm
(as of 6 Mar 24)
Accounts
186
(as of 6 Mar 24)
Employees
2
(2 investment advisory or research)
Address
Karpas Strategies
452 FIFTH AVENUE
12TH FLOOR
NEW YORK
NY 10018
452 FIFTH AVENUE
12TH FLOOR
NEW YORK
NY 10018
Phone
2122237280
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21