Karpus Investment Management Overview

  • Year Founded
  • 1986

Year Founded

  • Status
  • Private

  • Employees
  • 39

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

  • Investments
  • 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.com
Formerly Known As
Karpus Management Inc
Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 183 Sully's Trail
  • Pittsford, NY 14534
  • United States
+1 (585)
Primary Industry
Asset Management
Corporate Office
  • 183 Sully's Trail
  • Pittsford, NY 14534
  • United States
+1 (585)

Want detailed data on 11M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Karpus Investment Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Karpus Investment Management‘s full profile, request access.

Request a free trial

Karpus Investment Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

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)
To view Karpus Investment Management’s complete investments history, request access »

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
  • 6 buyers
To view Karpus Investment Management’s complete exits history, request access »

Karpus Investment Management FAQs

  • 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.

  • What is the size of Karpus Investment Management?

    Karpus Investment Management has 39 total employees.

  • What industry is Karpus Investment Management in?

    Karpus Investment Management’s primary industry is Asset Management.

  • Is Karpus Investment Management a private or public company?

    Karpus Investment Management is a Private company.

  • 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 .

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read more
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process