George Karpus
Net worth: 64 M $ as of 31/03/2024
Profile
George William Karpus is the founder of two companies.
He founded Karpus Management, Inc. in 1986 and City of London Investment Group Plc in 1991, where he held the title of Non-Independent Non-Executive Director until 2023.
He also served as Chairman of the Board at Karpus Management, Inc. Mr. Karpus held former positions as Principal at HSBC Bank USA, NA and Bache & Co., Inc. He received his undergraduate degree from St. Lawrence University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 30/09/2023 | 15,963,915 ( 31.50% ) | 64 M $ | 31/03/2024 |
Former positions of George Karpus
| Companies | Position | End |
|---|---|---|
| CITY OF LONDON INVESTMENT GROUP PLC | Founder | 31/07/2023 |
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Corporate Officer/Principal | - |
Bache & Co., Inc.
 Bache & Co., Inc. Investment Banks/BrokersFinance Bache & Co., Inc. provides stock brokerage and investment banking services. The private company is based in Buffalo, NY. | Corporate Officer/Principal | - |
Karpus Management, Inc.
 Karpus Management, Inc. Investment ManagersFinance Karpus Management, Inc., do-business-as Karpus Investment Management (KIM), is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by George Karpus in 1986 and is a wholly-owned subsidiary of City of London Investment Group Plc (LON: CLIG) in Great Britain. KIM offers investment advisory services to individuals, ERISA plans, Taft-Hartley funds, trusts, estates, charitable organizations, and other business entities. | Chief Executive Officer | - |
Training of George Karpus
| St. Lawrence University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| CITY OF LONDON INVESTMENT GROUP PLC | Miscellaneous |
| Private companies | 3 |
|---|---|
Karpus Management, Inc.
Karpus Management, Inc. Investment ManagersFinance Karpus Management, Inc., do-business-as Karpus Investment Management (KIM), is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by George Karpus in 1986 and is a wholly-owned subsidiary of City of London Investment Group Plc (LON: CLIG) in Great Britain. KIM offers investment advisory services to individuals, ERISA plans, Taft-Hartley funds, trusts, estates, charitable organizations, and other business entities. | Finance |
HSBC Bank USA, NA
HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Finance |
Bache & Co., Inc.
Bache & Co., Inc. Investment Banks/BrokersFinance Bache & Co., Inc. provides stock brokerage and investment banking services. The private company is based in Buffalo, NY. | Finance |
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