Karpus Investment Management is a firm that provides investment management, fiduciary trustee, legal, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Florida (although they are present in other states as well).
Most Karpus Investment Management clients are health and welfare funds and labor unions with revenues ranging from $5.8 million to $21 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Bricklayers and Allied Craftworkers Local #2 Albany New York Health Benefit | 501(c)(9) | Albany, NY |
| 2 | Laborers' Local 157 Health Benefits Fund | 501(c)(9) | Schenectady, NY |
| 3 | Rochester Laborers Welfare Fund | 501(c)(9) | Rochester, NY |
| 4 | South Florida Hotel & Culinary Employee Welfare Fund | 501(c)(9) | Pembroke Pines, FL |
| 5 | Rochester Area Const and Materials Teamsters Health and Welfare Fund | 501(c)(9) | Rochester, NY |
| 6 | Plumbers and Fitters Local Union 295 Health and Welfare Fund | 501(c)(9) | Jacksonville, FL |
| 7 | Teamsters - 46 Joint Council | 501(c)(5) | Buffalo, NY |
Competitors to Karpus Investment Management in the nonprofit sector include Marquette and Associates, Merrill Lynch, Fiduciary Investment Advisors, JP Morgan Chase, The Segal Company, Vanguard Energy Services LLC, Segal Marco Advisors, Nationwide, Axa Equitable Life Insurance Compan, and Regions Bank.
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