KARPREILLY, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$233M
Accounts
7
Employees
18
Advisory reps
6

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
161169
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Karpreilly, LLC is an SEC-registered private equity fund manager organized as a limited liability company and formed in 2012. The firm is owned by an individual and serves an institutional client base through portfolio management of pooled investment vehicles. It operates in sponsor and general partner capacities and often acts as the managing member for the funds it advises rather than as a capital allocator to outside managers. The firm charges a mix of percentage-of-AUM fees, performance-based fees, and other fee arrangements. Karpreilly identifies as an active ESG investor, indicating it incorporates environmental, social, and governance considerations into its investment and monitoring processes. It is not structured as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • CHRISTOPHER STANCZUK

    Chief Financial OfficerCRD 5495999

Contacts

3 of 5
  • Hank Spring

    Managing PartnerCRD 7889154

  • WILLIAM LOGAN

    Managing PartnerCRD 2518562

  • ALLAN KARP

    Co-FounderCRD 1825216

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
102 Greenwich Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth