KARPUS MANAGEMENT INC
Legal name: KARPUS INVESTMENT MANAGEMENT
CRD #110275 SEC #801-29607 PITTSFORD, NY 585-586-4680
SEC Registered
Total AUM
$4B
Discretionary
$4B
Employees
38
Clients
--
Accounts
2,279
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $4B | $4B | $0 | 38 | 0 |
| Sep 2025 | $4B | $4B | $0 | 38 | 0 |
| Jul 2025 | $4B | $4B | $0 | 38 | 0 |
| Jun 2025 | $4B | $4B | $0 | 38 | 0 |
| Mar 2025 | $4B | $4B | $0 | 38 | 0 |
| Jan 2025 | $4B | $4B | $0 | 38 | 0 |
| Jan 2025 | $4B | $4B | $0 | 38 | 0 |
| Sep 2024 | $4B | $4B | $0 | 38 | 0 |
| Apr 2024 | $3.5B | $3.5B | $0 | 39 | 0 |
| Mar 2024 | $3.5B | $3.5B | $0 | 39 | 0 |
| Jan 2024 | $3.5B | $3.5B | $0 | 39 | 0 |
| Sep 2023 | $3.5B | $3.5B | $0 | 39 | 0 |
| Aug 2023 | $3.5B | $3.5B | $0 | 41 | 0 |
| Jun 2023 | $3.5B | $3.5B | $0 | 41 | 0 |
| Apr 2023 | $3.5B | $3.5B | $0 | 41 | 0 |
| Feb 2023 | $3.5B | $3.5B | $0 | 41 | 0 |
| Nov 2022 | $3.5B | $3.5B | $0 | 41 | 0 |
| Sep 2022 | $3.5B | $3.5B | $0 | 41 | 0 |
| Sep 2022 | $3.5B | $3.5B | $0 | 41 | 0 |
| Aug 2022 | $4.1B | $4.1B | $0 | 37 | 0 |
| Feb 2022 | $4.1B | $4.1B | $0 | 37 | 0 |
| Jan 2022 | $4.1B | $4.1B | $0 | 37 | 0 |
| Nov 2021 | $4.1B | $4.1B | $0 | 37 | 0 |
| Nov 2021 | $4.1B | $4.1B | $0 | 37 | 0 |
| Oct 2021 | $4.1B | $4.1B | $0 | 37 | 0 |
| Sep 2021 | $4.1B | $4.1B | $0 | 37 | 0 |
| Jul 2021 | $3.5B | $3.5B | $16.6M | 35 | 0 |
| Jul 2021 | $3.5B | $3.5B | $16.6M | 35 | 0 |
| Apr 2021 | $3.5B | $3.5B | $16.6M | 36 | 0 |
| Oct 2020 | $3.5B | $3.5B | $16.6M | 33 | 0 |
| Sep 2020 | $3.5B | $3.5B | $16.6M | 34 | 0 |
| Jun 2020 | $3.4B | $3.4B | $0 | 35 | 0 |
| Jun 2020 | $3.4B | $3.4B | $0 | 35 | 0 |
| Feb 2020 | $3.4B | $3.4B | $0 | 35 | 0 |
| Jan 2020 | $3.4B | $3.4B | $0 | 35 | 0 |
| Oct 2019 | $3.4B | $3.4B | $0 | 35 | 0 |
| Sep 2019 | $3.4B | $3.4B | $0 | 35 | 0 |
| Sep 2018 | $3.2B | $3.2B | $0 | 37 | 0 |
| Dec 2017 | $3.1B | $3B | $33.5M | 34 | 2,154 |
| Sep 2017 | $3.1B | $3B | $33.5M | 34 | 2,063 |
| Oct 2016 | $2.8B | $2.8B | $34.4M | 34 | 2,063 |
| Sep 2016 | $2.8B | $2.8B | $34.4M | 34 | 2,063 |
| Sep 2015 | $2.6B | $2.6B | $28.3M | 33 | 2,018 |
| Mar 2015 | $2.6B | $2.6B | $22.7M | 39 | 2,021 |
| Feb 2015 | $2.6B | $2.6B | $22.7M | 39 | 2,021 |
| Feb 2015 | $2.6B | $2.6B | $22.7M | 39 | 2,021 |
| Dec 2014 | $2.6B | $2.6B | $22.7M | 39 | 2,021 |
| Nov 2014 | $2.6B | $2.6B | $22.7M | 39 | 2,021 |
| Sep 2014 | $2.6B | $2.6B | $22.7M | 39 | 2,021 |
| Jul 2014 | $2.6B | $2.6B | $22.7M | 39 | 2,021 |
| Sep 2013 | $2.4B | $2.4B | $20.1M | 34 | 2,035 |
| Jul 2013 | $2.4B | $2.4B | $20.1M | 34 | 2,035 |
| Oct 2012 | $2.3B | $2.2B | $19.8M | 11 | 1,900 |
| Sep 2012 | $2.3B | $2.2B | $19.8M | 11 | 1,900 |
| Apr 2012 | $2.2B | $2.2B | $18.5M | 11 | 1,900 |
| Jan 2012 | $2.2B | $2.2B | $18.5M | 11 | 1,900 |
| Aug 2011 | $2.2B | $2.2B | $18.5M | -- | -- |
| Sep 2010 | $1.9B | $1.9B | $15.6M | -- | -- |
| Aug 2010 | $1.9B | $1.9B | $15.6M | -- | -- |
| May 2010 | $1.6B | $1.5B | $10.9M | -- | -- |
| Apr 2010 | $1.6B | $1.5B | $10.9M | -- | -- |
| Sep 2009 | $1.6B | $1.5B | $10.9M | -- | -- |
| Sep 2007 | $1.4B | $1.4B | $30.4M | -- | -- |
| Sep 2005 | $1.1B | $1B | $25.1M | -- | -- |
| Jun 2005 | $886.9M | $868.1M | $18.8M | -- | -- |
DateOct 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees38
Clients0
DateSep 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees38
Clients0
DateJul 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees38
Clients0
DateJun 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees38
Clients0
DateMar 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees38
Clients0
DateJan 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees38
Clients0
DateJan 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees38
Clients0
DateSep 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees38
Clients0
DateApr 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees39
Clients0
DateMar 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees39
Clients0
DateJan 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees39
Clients0
DateSep 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees39
Clients0
DateAug 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees41
Clients0
DateJun 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees41
Clients0
DateApr 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees41
Clients0
DateFeb 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees41
Clients0
DateNov 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees41
Clients0
DateSep 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees41
Clients0
DateSep 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees41
Clients0
DateAug 2022
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees37
Clients0
DateFeb 2022
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees37
Clients0
DateJan 2022
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees37
Clients0
DateNov 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees37
Clients0
DateNov 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees37
Clients0
DateOct 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees37
Clients0
DateSep 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees37
Clients0
DateJul 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$16.6M
Employees35
Clients0
DateJul 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$16.6M
Employees35
Clients0
DateApr 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$16.6M
Employees36
Clients0
DateOct 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$16.6M
Employees33
Clients0
DateSep 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$16.6M
Employees34
Clients0
DateJun 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees35
Clients0
DateJun 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees35
Clients0
DateFeb 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees35
Clients0
DateJan 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees35
Clients0
DateOct 2019
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees35
Clients0
DateSep 2019
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees35
Clients0
DateSep 2018
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees37
Clients0
DateDec 2017
Total AUM$3.1B
Discretionary$3B
Non-Disc.$33.5M
Employees34
Clients2,154
DateSep 2017
Total AUM$3.1B
Discretionary$3B
Non-Disc.$33.5M
Employees34
Clients2,063
DateOct 2016
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$34.4M
Employees34
Clients2,063
DateSep 2016
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$34.4M
Employees34
Clients2,063
DateSep 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$28.3M
Employees33
Clients2,018
DateMar 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$22.7M
Employees39
Clients2,021
DateFeb 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$22.7M
Employees39
Clients2,021
DateFeb 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$22.7M
Employees39
Clients2,021
DateDec 2014
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$22.7M
Employees39
Clients2,021
DateNov 2014
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$22.7M
Employees39
Clients2,021
DateSep 2014
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$22.7M
Employees39
Clients2,021
DateJul 2014
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$22.7M
Employees39
Clients2,021
DateSep 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$20.1M
Employees34
Clients2,035
DateJul 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$20.1M
Employees34
Clients2,035
DateOct 2012
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$19.8M
Employees11
Clients1,900
DateSep 2012
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$19.8M
Employees11
Clients1,900
DateApr 2012
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$18.5M
Employees11
Clients1,900
DateJan 2012
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$18.5M
Employees11
Clients1,900
DateAug 2011
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$18.5M
Employees--
Clients--
DateSep 2010
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$15.6M
Employees--
Clients--
DateAug 2010
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$15.6M
Employees--
Clients--
DateMay 2010
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$10.9M
Employees--
Clients--
DateApr 2010
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$10.9M
Employees--
Clients--
DateSep 2009
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$10.9M
Employees--
Clients--
DateSep 2007
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$30.4M
Employees--
Clients--
DateSep 2005
Total AUM$1.1B
Discretionary$1B
Non-Disc.$25.1M
Employees--
Clients--
DateJun 2005
Total AUM$886.9M
Discretionary$868.1M
Non-Disc.$18.8M
Employees--
Clients--