Dakota
Dakota
Book a Demo
Talk to an Expert

Karpus Investment Management

EST. AUM
$4,295,380,885

CONTACTS
8

CLIENT ACCOUNTS
2,337

Firm Details

Metro area Rochester
CRD Number 110275
Website karpus.com
Client types

Overview

Karpus is a $3.5B RIA in Pittsford, NY that specializes in closed-end funds. They diversify between closed-end, open-end, and exchange traded funds (ETFs). They create their own strategies internally.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy