Our History

At a Glance, as of December 31, 2023

years in business
in assets managed
investment team members
year average tenure for investment team

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 $3.6 billion (as of 12/31/2023) 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.