Our History

At a Glance

35+
years in business
$3.9b
in assets managed
10
portfolio managers
12+
year average tenure for portfolio managers

Our History

Karpus Investment Management was founded in 1986 by George Karpus, formerly a Senior Trust Investment Officer at a large commercial bank. With ownership by employees, our company has grown to include a management team that brings broad experience in investment management, client services, and operations.

On October 1, 2020, Karpus Management, Inc., doing business as Karpus Investment Management, completed a merger with City of London Investment Group PLC (“CLIG”). KIM is a wholly owned subsidiary of CLIG.

We manage approximately $3.9 billion (as of 9/30/2021) in assets for institutions and individuals. For more than 35 years, we’ve been helping clients reach their goals in bull markets, bear markets, and everything in between.

Our Team

How do we execute on our investment philosophy to help you build wealth? Through the internal research, collaborative ideas, and hard work of our extremely talented team.