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Building 2KARPAS STRATEGIES LLC

Map pinLITCHFIELD, CT
Phone212-223-7280
NotebookSEC #801-57019
Total AUM
$401.2M
Employees
2
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 WEST STREET, REAR
LITCHFIELD
CT 06759
United States
Operating Hours
9AM TO 5:00PM
Monday - Friday
Phone
212-223-7280
Other Offices
1

ReceiptFinancials

Total AUM
$401.2M
Accounts
186
Discretionary
$401.2M
Accounts
186
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$947.3K
HNW Individual Clients
44
AUM
$397.7M
Charitable Organization Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNENJNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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