Karpus Investment Management Overview
- Year Founded
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1986
- Status
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Private
- Employees
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39
- Latest Deal Type
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M&A
- Financing Rounds
-
1
- Investments
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4
Karpus Investment Management General Information
Description
Provider of investment advisory services based in Pittsford, New York. The company provides conservative, long-term investment management for individuals, ira's, trusts and institutions including retirement/401(k) plans, corporations, taft-harley funds, endowments and foundations.
Contact Information
Website
karpus.comCorporate Office
- 183 Sully's Trail
- Pittsford, NY 14534
- United States
Corporate Office
- 183 Sully's Trail
- Pittsford, NY 14534
- United States
Karpus Investment Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Karpus Investment Management Signals
Karpus Investment Management Investments (4)
Karpus Investment Management’s most recent deal was a Buyout/LBO with Valuence Merger I. The deal was made on 30-Jun-2022.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Valuence Merger I | 30-Jun-2022 | Buyout/LBO | Special Purpose Acquisition Company (SPAC) | ||
| Piermont Valley Acquisition | 01-Mar-2022 | PIPE | Special Purpose Acquisition Company (SPAC) | ||
| Draper Oakwood Technology Acquisition | 31-Dec-2017 | PIPE | Special Purpose Acquisition Company (SPAC) | ||
| Stellar Acquisition III | PIPE | Special Purpose Acquisition Company (SPAC) |
Karpus Investment Management Exits (3)
Karpus Investment Management’s most recent exit was on 01-Mar-2022 from Piermont Valley Acquisition. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Piermont Valley Acquisition | 01-Mar-2022 | Completed |
|
||
| Draper Oakwood Technology Acquisition | 31-Dec-2017 | Completed |
|
||
| Stellar Acquisition III | PIPE | Completed |
|
Karpus Investment Management FAQs
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When was Karpus Investment Management founded?
Karpus Investment Management was founded in 1986.
-
Where is Karpus Investment Management headquartered?
Karpus Investment Management is headquartered in Pittsford, NY.
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What is the size of Karpus Investment Management?
Karpus Investment Management has 39 total employees.
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What industry is Karpus Investment Management in?
Karpus Investment Management’s primary industry is Asset Management.
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Is Karpus Investment Management a private or public company?
Karpus Investment Management is a Private company.
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What is the current valuation of Karpus Investment Management?
The current valuation of Karpus Investment Management is .
-
What is Karpus Investment Management’s current revenue?
The current revenue for Karpus Investment Management is .
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