Karp & Associates

Overview

Karp & Associates is a small, sole-proprietorship advisory practice serving individual and family clients, with portfolio management services that extend to small businesses. The firm charges fees as a percentage of assets under management and is organized around a single owner/operator model. It does not position itself as a capital allocator or pension consultant and is not flagged as an active ESG investor. Services appear focused on discretionary portfolio management rather than multi-state or institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices