Karpas Strategies LLC
Karpas Strategies LLC (CRD# 108139) is a financial advisory firm headquartered in Litchfield, CT. They manage $393,409,495 in 158 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management393MILLION
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Total Number of Accounts158ACCOUNTS
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Average Account Value$2,489,934
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CT, FL, NE, NJ, NY
Financial Advisors at Karpas Strategies LLC
1
Matthew Karpas (CRD# 1944507) is an Investment Advisor Representative working at Karpas Strategies LLC in Litchfield, CT and has over 26 years of experience in the finance industry.
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