KARPAS STRATEGIES LLC
CRD #108139 SEC #801-57019 LITCHFIELD, CT 212-223-7280
SEC Registered
Total AUM
$401.2M
Discretionary
$401.2M
Employees
2
Clients
--
Accounts
186
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $401.2M | $401.2M | $0 | 2 | 0 |
| Mar 2024 | $401.2M | $401.2M | $0 | 2 | 0 |
| Sep 2023 | $383.3M | $383.3M | $0 | 2 | 0 |
| Feb 2023 | $383.3M | $383.3M | $0 | 2 | 0 |
| Sep 2022 | $393.4M | $393.4M | $0 | 2 | 0 |
| Sep 2022 | $393.4M | $393.4M | $0 | 2 | 0 |
| Apr 2022 | $393.4M | $393.4M | $0 | 2 | 0 |
| Mar 2022 | $393.4M | $393.4M | $0 | 2 | 0 |
| Aug 2021 | $323M | $323M | $0 | 2 | 0 |
| Mar 2021 | $323M | $323M | $0 | 2 | 0 |
| Jul 2020 | $343.2M | $343.2M | $0 | 1 | 0 |
| Jun 2020 | $343.2M | $343.2M | $0 | 1 | 0 |
| Mar 2020 | $343.2M | $343.2M | $0 | 1 | 0 |
| Jun 2019 | $279.2M | $279.2M | $0 | 1 | 0 |
| Mar 2019 | $279.2M | $279.2M | $0 | 1 | 0 |
| Mar 2018 | $284.4M | $284.4M | $0 | 1 | 0 |
| Mar 2017 | $275.7M | $275.7M | $0 | 1 | 26 |
| Mar 2017 | $243.4M | $243.4M | $0 | 1 | 26 |
| Mar 2016 | $243.4M | $243.4M | $0 | 1 | 26 |
| Mar 2015 | $264.3M | $264.3M | $0 | 1 | 26 |
| Mar 2014 | $229.9M | $229.9M | $0 | 1 | 26 |
| Mar 2013 | $188.6M | $188.6M | $0 | 1 | 26 |
| Mar 2012 | $164.7M | $164.7M | $0 | 1 | 26 |
| Dec 2011 | $168.5M | $168.5M | $0 | 1 | 26 |
| Jul 2009 | $137.6M | $137.6M | $0 | 5 | -- |
| Mar 2009 | $137.6M | $137.6M | $0 | 5 | -- |
| Mar 2008 | $214.3M | $214.3M | $0 | 5 | -- |
| Mar 2007 | $187.2M | $187.2M | $0 | 5 | -- |
| Mar 2006 | $138.2M | $138.2M | $0 | 5 | -- |
DateMar 2024
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$383.3M
Discretionary$383.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$383.3M
Discretionary$383.3M
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$393.4M
Discretionary$393.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$393.4M
Discretionary$393.4M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$393.4M
Discretionary$393.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$393.4M
Discretionary$393.4M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$323M
Discretionary$323M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$323M
Discretionary$323M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$343.2M
Discretionary$343.2M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$343.2M
Discretionary$343.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$343.2M
Discretionary$343.2M
Non-Disc.$0
Employees1
Clients0
DateJun 2019
Total AUM$279.2M
Discretionary$279.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$279.2M
Discretionary$279.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$284.4M
Discretionary$284.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$275.7M
Discretionary$275.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2017
Total AUM$243.4M
Discretionary$243.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$243.4M
Discretionary$243.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2015
Total AUM$264.3M
Discretionary$264.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$229.9M
Discretionary$229.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$164.7M
Discretionary$164.7M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees1
Clients26
DateJul 2009
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$187.2M
Discretionary$187.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$138.2M
Discretionary$138.2M
Non-Disc.$0
Employees5
Clients--