Karpus Management Inc
● SEC registered since 1987CRD 110275SEC# 801-29607Pittsford, NY
Reg. AUM
$4.01B
Employees
38
Accounts
2,279
Location
Pittsford, NY
Karpus Management Inc assets under management
Karpus Management Inc is a registered investment adviser overseen by the SEC based in Pittsford, NY. The firm has been registered since 1987. It reports $4 billion in regulatory assets under management and employs 38 people.
Karpus Management Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| City of London Investment Group PLC Control | Parent Company | Over 75% | 2020 |
| Daniel Lee Lippincott Control | Chief Investment Officer & President | Under 5% | 2021 |
| Jodi Lee Hedberg | Chief Compliance Officer | Under 5% | 2020 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Karpus Management Inc manage?
Karpus Management Inc reports $4 billion in regulatory assets under management on its Form ADV.
How many employees does Karpus Management Inc have?
Karpus Management Inc reports 38 employees.
Where is Karpus Management Inc located?
Karpus Management Inc is based in Pittsford, NY and has been SEC-registered since 1987.
Does Karpus Management Inc disclose fund performance?
Karpus Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 183 Sully's Trail, Pittsford, NY 14534 |
| Phone | 585-586-4680 |
| Fax | 585-586-4315 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.01B▲ 2%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$4.01Bregulatory AUM
Discretionary $4.01B