Overview
Assets Under Management: $401 million
Headquarters: LITCHFIELD, CT
High-Net-Worth Clients: 44
Average Client Assets: $9.0 million
Frequently Asked Questions
KARPAS STRATEGIES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108139), KARPAS STRATEGIES LLC is subject to fiduciary duty under federal law.
KARPAS STRATEGIES LLC is headquartered in LITCHFIELD, CT.
KARPAS STRATEGIES LLC serves 44 high-net-worth clients according to their SEC filing dated March 06, 2024. View client details ↓
According to their SEC Form ADV, KARPAS STRATEGIES LLC offers portfolio management for individuals. View all service details ↓
KARPAS STRATEGIES LLC manages $401 million in client assets according to their SEC filing dated March 06, 2024.
According to their SEC Form ADV, KARPAS STRATEGIES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.13%
Average Client Assets: $9.0 million
Total Client Accounts: 186
Discretionary Accounts: 186
Regulatory Filings
CRD Number: 108139
Filing ID: 1838086
Last Filing Date: 2024-03-06 08:38:00