Karafilis Investments Corporation

Overview

Karafilis Investments Corporation is a small, equity-focused registered investment advisor that manages discretionary portfolios for individuals, families and a limited set of institutional clients. The firm runs a percentage-of-AUM fee model and concentrates client allocations in exchange-traded equities, with a clear preference for liquid equity exposure. Advisory activity is centered on portfolio management for individuals and small businesses rather than pension consulting or multi-state institutional mandates. Karafilis is not identified as an active ESG investor. While equities dominate the firm’s playbook, Karafilis supplements core equity allocations with third‑party alternative managers and a range of additional instruments. The firm’s approach appears geared toward straightforward portfolio construction—primarily public equities—while selectively adding private placements, real estate and commodity/oil & gas exposure for diversification, yield and access to non-correlated return streams.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices