Karpus Management
Overview
Karpus Management is a private investment firm specializing in closed-end funds and other income-producing investments. The firm offers investment advisory services to individuals, families, and institutional clients, including retirement plans, corporations, and foundations. Their investment strategies encompass taxable fixed income, cash, domestic equity, and international equity management. The firm's approach focuses on conservative, long-term investment management, emphasizing tax-sensitive fixed income and balanced growth strategies. Karpus Management utilizes a disciplined investment process, leveraging its deep understanding of closed-end funds to construct portfolios tailored to clients' specific needs and objectives. Since its founding in 1986, Karpus Management has built a reputation for providing personalized financial solutions. In June 2020, the firm merged with City of London Investment Group PLC, enhancing its capabilities and reinforcing its presence in the U.S. market. This merger has allowed Karpus Management to continue offering specialized investment services while benefiting from the resources and expertise of a larger global organization.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Karpus Management
What sectors does Karpus Management invest in?
Karpus Management invests in Financial Services and Investment Management, and is based in New York, United States. Karpus Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Karpus Management invest at?
Karpus Management backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Karpus Management invest in?
Karpus Management invests across United States.
What companies has Karpus Management invested in?
Karpus Management's portfolio includes Kayne Anderson Energy Infrastructure Fund Inc.
Last updated · Source: ConnectSafely investor database
