KARPAS STRATEGIES LLC
KARPAS STRATEGIES LLC of LITCHFIELD, CT is an SEC-registered investment adviser (CRD 108139). Regulatory assets under management: $401.2M.
Registration
- CRD: 108139
- SEC file number: 801-57019
- Type: Registered investment adviser
- Location: 33 WEST STREET, REAR, LITCHFIELD, CT, 06759
- Phone: 212-223-7280
- Latest filing: 2024-03-06
- Regulatory AUM: $401.2M
- Discretionary AUM: $401.2M
- Clients: 2
- Accounts: 186
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| KARPAS MATTHEW PAUL | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
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