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Karpus Investment Management
KARPUS INVESTMENT MANAGEMENT is an SEC-registered investment adviser in PITTSFORD, NY, registered since 1987. The firm manages approximately $4.0 billion in...
Overview
KARPUS INVESTMENT MANAGEMENT is an SEC-registered investment adviser in PITTSFORD, NY, registered since 1987. The firm manages approximately $4.0 billion in assets. It employs 38 staff and 19 investment advisers.
General information
Firm type
RIA
Year founded
1980
Location
Region
North America
Country
United States
City
Pittsford
Corporate office
Pittsford, NY, United States
Principals
Thomas E. Karpus
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Karpus Investment Management?
Thomas E. Karpus serves as President and Chief Investment Officer, overseeing all allocation decisions. The firm does not publicly list additional portfolio managers or analysts.
What investment strategies does Karpus employ?
The firm allocates across infrastructure, private credit, real estate, and healthcare services — using a blend of public securities and direct investments in operating companies and real assets (per public filings, 2023).
Does Karpus participate in direct investments or only funds?
Karpus does both. The firm holds direct positions in infrastructure and operating companies alongside traditional fund commitments in private credit and real estate.
What is Karpus's AUM?
Karpus does not publicly disclose its AUM. The firm files Form ADV with the SEC, which provides regulatory reporting but does not require a public AUM figure.
Which sectors does Karpus focus on?
The firm concentrates on infrastructure, energy transition and renewables, private credit, real estate, and healthcare services. It does not explicitly list any sectors it avoids.
Where is Karpus's primary office located?
Karpus is headquartered in Pittsford, New York. No additional office locations have been disclosed.
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