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KARPAS STRATEGIES LLC
KARPAS STRATEGIES LLC
LITCHFIELD, Connecticut
·
1 registered advisor
·
CRD# 108139
SEC# 801-57019
1
212-223-7280
01
Firm Overview
AUM
$401M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
04
Advisors at KARPAS STRATEGIES LLC
1 registered advisor
Matthew Paul Karpas
LITCHFIELD, Connecticut
CRD# 1944507
05
Office Locations
LITCHFIELD, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. KARPAS STRATEGIES LLC (CRD# 108139) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.