Search icon

KARPAS STRATEGIES, LLC

Headquarter

Company Details

Name: KARPAS STRATEGIES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 11 Aug 1999 (25 years ago)
Entity Number: 2407924
ZIP code: 06759
County: New York
Place of Formation: New York
Address: 49 East Chestnut Hill Road, Litchfield, CT, United States, 06759

Links between entities

Type Company Name Company Number State
Headquarter of KARPAS STRATEGIES, LLC, CONNECTICUT 1346654 CONNECTICUT

Central Index Key

CIK number Mailing Address Business Address Phone
1127544 49 EAST CHESTNUT HILL ROAD, LITCHFIELD, CT, 06759 33 WEST STREET, REAR, LITCHFIELD, CT, 06759 2122237280

Filings since 2024-08-29

Form type N-PX
File number 028-06347
Filing date 2024-08-29
Reporting date 2024-06-30
File View File

Filings since 2024-07-30

Form type 13F-HR
File number 028-06347
Filing date 2024-07-30
Reporting date 2024-06-30
File View File

Filings since 2024-05-06

Form type 13F-HR
File number 028-06347
Filing date 2024-05-06
Reporting date 2024-03-31
File View File

Filings since 2024-02-07

Form type 13F-HR
File number 028-06347
Filing date 2024-02-07
Reporting date 2023-12-31
File View File

Filings since 2023-11-09

Form type 13F-HR
File number 028-06347
Filing date 2023-11-09
Reporting date 2023-09-30
File View File

Filings since 2023-08-10

Form type 13F-HR
File number 028-06347
Filing date 2023-08-10
Reporting date 2023-06-30
File View File

Filings since 2023-05-02

Form type 13F-HR
File number 028-06347
Filing date 2023-05-02
Reporting date 2023-03-31
File View File

Filings since 2023-02-07

Form type 13F-HR
File number 028-06347
Filing date 2023-02-07
Reporting date 2022-12-31
File View File

Filings since 2022-10-28

Form type 13F-HR
File number 028-06347
Filing date 2022-10-28
Reporting date 2022-09-30
File View File

Filings since 2022-07-19

Form type 13F-HR
File number 028-06347
Filing date 2022-07-19
Reporting date 2022-06-30
File View File

Filings since 2022-04-19

Form type 13F-HR
File number 028-06347
Filing date 2022-04-19
Reporting date 2022-03-31
File View File

Filings since 2022-02-07

Form type 13F-HR
File number 028-06347
Filing date 2022-02-07
Reporting date 2021-12-31
File View File

Filings since 2021-11-04

Form type 13F-HR
File number 028-06347
Filing date 2021-11-04
Reporting date 2021-09-30
File View File

Filings since 2021-07-28

Form type 13F-HR
File number 028-06347
Filing date 2021-07-28
Reporting date 2021-06-30
File View File

Filings since 2021-05-05

Form type 13F-HR
File number 028-06347
Filing date 2021-05-05
Reporting date 2021-03-31
File View File

Filings since 2021-01-27

Form type 13F-HR
File number 028-06347
Filing date 2021-01-27
Reporting date 2020-12-31
File View File

Filings since 2020-10-30

Form type 13F-HR
File number 028-06347
Filing date 2020-10-30
Reporting date 2020-09-30
File View File

Filings since 2020-08-04

Form type 13F-HR
File number 028-06347
Filing date 2020-08-04
Reporting date 2020-06-30
File View File

Filings since 2020-04-22

Form type 13F-HR
File number 028-06347
Filing date 2020-04-22
Reporting date 2020-03-31
File View File

Filings since 2020-01-23

Form type 13F-HR
File number 028-06347
Filing date 2020-01-23
Reporting date 2019-12-31
File View File

Filings since 2019-10-22

Form type 13F-HR
File number 028-06347
Filing date 2019-10-22
Reporting date 2019-09-30
File View File

Filings since 2019-07-25

Form type 13F-HR
File number 028-06347
Filing date 2019-07-25
Reporting date 2019-06-30
File View File

Filings since 2019-04-18

Form type 13F-HR
File number 028-06347
Filing date 2019-04-18
Reporting date 2019-03-31
File View File

Filings since 2019-01-23

Form type 13F-HR
File number 028-06347
Filing date 2019-01-23
Reporting date 2018-12-31
File View File

Filings since 2018-10-23

Form type 13F-HR/A
File number 028-06347
Filing date 2018-10-23
Reporting date 2018-09-30
File View File

Filings since 2018-10-18

Form type 13F-HR
File number 028-06347
Filing date 2018-10-18
Reporting date 2018-09-30
File View File

Filings since 2018-07-25

Form type 13F-HR
File number 028-06347
Filing date 2018-07-25
Reporting date 2018-06-30
File View File

Filings since 2018-05-08

Form type 13F-HR
File number 028-06347
Filing date 2018-05-08
Reporting date 2018-03-31
File View File

Filings since 2018-01-24

Form type 13F-HR
File number 028-06347
Filing date 2018-01-24
Reporting date 2017-12-31
File View File

Filings since 2017-11-08

Form type 13F-HR
File number 028-06347
Filing date 2017-11-08
Reporting date 2017-09-30
File View File

Filings since 2017-07-19

Form type 13F-HR
File number 028-06347
Filing date 2017-07-19
Reporting date 2017-06-30
File View File

Filings since 2017-05-03

Form type 13F-HR
File number 028-06347
Filing date 2017-05-03
Reporting date 2017-03-31
File View File

Filings since 2017-01-26

Form type 13F-HR
File number 028-06347
Filing date 2017-01-26
Reporting date 2016-12-31
File View File

Filings since 2016-10-31

Form type 13F-HR
File number 028-06347
Filing date 2016-10-31
Reporting date 2016-09-30
File View File

Filings since 2016-07-22

Form type 13F-HR
File number 028-06347
Filing date 2016-07-22
Reporting date 2016-06-30
File View File

Filings since 2016-05-02

Form type 13F-HR
File number 028-06347
Filing date 2016-05-02
Reporting date 2016-03-31
File View File

Filings since 2016-01-27

Form type 13F-HR
File number 028-06347
Filing date 2016-01-27
Reporting date 2015-12-31
File View File

Filings since 2015-11-03

Form type 13F-HR
File number 028-06347
Filing date 2015-11-03
Reporting date 2015-09-30
File View File

Filings since 2015-08-05

Form type 13F-HR
File number 028-06347
Filing date 2015-08-05
Reporting date 2015-06-30
File View File

Filings since 2015-05-05

Form type 13F-HR
File number 028-06347
Filing date 2015-05-05
Reporting date 2015-03-31
File View File

Filings since 2015-02-04

Form type 13F-HR
File number 028-06347
Filing date 2015-02-04
Reporting date 2014-12-31
File View File

Filings since 2014-11-12

Form type 13F-HR
File number 028-06347
Filing date 2014-11-12
Reporting date 2014-09-30
File View File

Filings since 2014-07-30

Form type 13F-HR
File number 028-06347
Filing date 2014-07-30
Reporting date 2014-06-30
File View File

Filings since 2014-05-13

Form type 13F-HR
File number 028-06347
Filing date 2014-05-13
Reporting date 2014-03-31
File View File

Filings since 2014-02-12

Form type 13F-HR
File number 028-06347
Filing date 2014-02-12
Reporting date 2013-12-31
File View File

Filings since 2013-11-07

Form type 13F-HR
File number 028-06347
Filing date 2013-11-07
Reporting date 2013-09-30
File View File

Filings since 2013-08-14

Form type 13F-HR
File number 028-06347
Filing date 2013-08-14
Reporting date 2013-06-30
File View File

Filings since 2013-05-13

Form type 13F-HR
File number 028-06347
Filing date 2013-05-13
Reporting date 2013-03-31
File View File

Filings since 2013-02-07

Form type 13F-HR
File number 028-06347
Filing date 2013-02-07
Reporting date 2012-12-31
File View File

Filings since 2012-11-13

Form type 13F-HR
File number 028-06347
Filing date 2012-11-13
Reporting date 2012-09-30
File View File

Filings since 2012-08-14

Form type 13F-HR
File number 028-06347
Filing date 2012-08-14
Reporting date 2012-06-30
File View File

Filings since 2012-05-14

Form type 13F-HR
File number 028-06347
Filing date 2012-05-14
Reporting date 2012-03-31
File View File

Filings since 2012-02-09

Form type 13F-HR
File number 028-06347
Filing date 2012-02-09
Reporting date 2011-12-31
File View File

Filings since 2011-11-10

Form type 13F-HR
File number 028-06347
Filing date 2011-11-10
Reporting date 2011-09-30
File View File

Filings since 2011-07-26

Form type 13F-HR
File number 028-06347
Filing date 2011-07-26
Reporting date 2011-06-30
File View File

Filings since 2011-05-05

Form type 13F-HR
File number 028-06347
Filing date 2011-05-05
Reporting date 2011-03-31
File View File

Filings since 2011-02-10

Form type 13F-HR
File number 028-06347
Filing date 2011-02-10
Reporting date 2010-12-31
File View File

Filings since 2010-11-10

Form type 13F-HR
File number 028-06347
Filing date 2010-11-10
Reporting date 2010-09-30
File View File

Filings since 2010-08-11

Form type 13F-HR
File number 028-06347
Filing date 2010-08-11
Reporting date 2010-06-30
File View File

Filings since 2010-05-07

Form type 13F-HR
File number 028-06347
Filing date 2010-05-07
Reporting date 2010-03-31
File View File

Filings since 2010-02-08

Form type 13F-HR
File number 028-06347
Filing date 2010-02-08
Reporting date 2009-12-31
File View File

Filings since 2009-11-12

Form type 13F-HR
File number 028-06347
Filing date 2009-11-12
Reporting date 2009-09-30
File View File

Filings since 2009-08-06

Form type 13F-HR
File number 028-06347
Filing date 2009-08-06
Reporting date 2009-06-30
File View File

Filings since 2009-05-06

Form type 13F-HR
File number 028-06347
Filing date 2009-05-06
Reporting date 2009-03-31
File View File

Filings since 2009-02-12

Form type 13F-HR
File number 028-06347
Filing date 2009-02-12
Reporting date 2008-12-31
File View File

Filings since 2008-11-12

Form type 13F-HR
File number 028-06347
Filing date 2008-11-12
Reporting date 2008-09-30
File View File

Filings since 2008-08-07

Form type 13F-HR
File number 028-06347
Filing date 2008-08-07
Reporting date 2008-06-30
File View File

Filings since 2008-05-08

Form type 13F-HR
File number 028-06347
Filing date 2008-05-08
Reporting date 2008-03-31
File View File

Filings since 2008-02-01

Form type 13F-HR
File number 028-06347
Filing date 2008-02-01
Reporting date 2007-12-31
File View File

Filings since 2007-11-08

Form type 13F-HR
File number 028-06347
Filing date 2007-11-08
Reporting date 2007-09-30
File View File

Filings since 2007-08-14

Form type 13F-HR
File number 028-06347
Filing date 2007-08-14
Reporting date 2007-06-30
File View File

Filings since 2007-05-09

Form type 13F-HR
File number 028-06347
Filing date 2007-05-09
Reporting date 2007-03-31
File View File

Filings since 2007-02-13

Form type 13F-HR
File number 028-06347
Filing date 2007-02-13
Reporting date 2006-12-31
File View File

Filings since 2006-11-15

Form type 13F-HR
File number 028-06347
Filing date 2006-11-15
Reporting date 2006-09-30
File View File

Filings since 2006-07-27

Form type 13F-HR
File number 028-06347
Filing date 2006-07-27
Reporting date 2006-06-30
File View File

Filings since 2006-05-12

Form type 13F-HR
File number 028-06347
Filing date 2006-05-12
Reporting date 2006-03-31
File View File

Filings since 2006-02-13

Form type 13F-HR
File number 028-06347
Filing date 2006-02-13
Reporting date 2005-12-31
File View File

Filings since 2005-10-31

Form type 13F-HR
File number 028-06347
Filing date 2005-10-31
Reporting date 2005-09-30
File View File

Filings since 2005-08-23

Form type 13F-HR
File number 028-06347
Filing date 2005-08-23
Reporting date 2005-06-30
File View File

Filings since 2005-05-09

Form type 13F-HR
File number 028-06347
Filing date 2005-05-09
Reporting date 2005-03-31
File View File

Filings since 2005-02-04

Form type 13F-HR
File number 028-06347
Filing date 2005-02-04
Reporting date 2004-12-31
File View File

Filings since 2004-10-29

Form type 13F-HR
File number 028-06347
Filing date 2004-10-29
Reporting date 2004-09-30
File View File

Filings since 2004-08-02

Form type 13F-HR
File number 028-06347
Filing date 2004-08-02
Reporting date 2004-06-30
File View File

Filings since 2004-04-30

Form type 13F-HR
File number 028-06347
Filing date 2004-04-30
Reporting date 2004-03-31
File View File

Filings since 2004-02-11

Form type 13F-HR
File number 028-06347
Filing date 2004-02-11
Reporting date 2003-12-31
File View File

Filings since 2003-11-06

Form type 13F-HR
File number 028-06347
Filing date 2003-11-06
Reporting date 2003-09-30
File View File

Filings since 2003-08-13

Form type 13F-HR
File number 028-06347
Filing date 2003-08-13
Reporting date 2003-06-30
File View File

Filings since 2003-05-08

Form type 13F-HR
File number 028-06347
Filing date 2003-05-08
Reporting date 2003-03-31
File View File

Filings since 2003-02-13

Form type 13F-HR
File number 028-06347
Filing date 2003-02-13
Reporting date 2002-12-31
File View File

Filings since 2002-11-14

Form type 13F-HR
File number 028-06347
Filing date 2002-11-14
Reporting date 2002-09-30
File View File

Filings since 2002-08-08

Form type 13F-HR
File number 028-06347
Filing date 2002-08-08
Reporting date 2002-06-30
File View File

Filings since 2002-05-15

Form type 13F-HR
File number 028-06347
Filing date 2002-05-15
Reporting date 2002-03-31
File View File

Filings since 2002-02-08

Form type 13F-HR
File number 028-06347
Filing date 2002-02-08
Reporting date 2001-12-31
File View File

Filings since 2001-11-01

Form type 13F-HR
File number 028-06347
Filing date 2001-11-01
Reporting date 2001-09-30
File View File

Filings since 2001-07-30

Form type 13F-HR
File number 028-06347
Filing date 2001-07-30
Reporting date 2001-06-30
File View File

Filings since 2001-05-10

Form type 13F-HR
File number 028-06347
Filing date 2001-05-10
Reporting date 2001-03-31
File View File

Filings since 2001-02-16

Form type 13F-HR
File number 028-06347
Filing date 2001-02-16
Reporting date 2000-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2019 134074234 2020-07-02 KARPAS STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 452 FIFTH AVENUE, 12TH FLOOR, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2020-07-02
Name of individual signing MATTHEW KARPAS
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2018 134074234 2019-07-29 KARPAS STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 452 FIFTH AVENUE, 12TH FLOOR, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2019-07-29
Name of individual signing MATTHEW KARPAS
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2017 134074234 2018-07-25 KARPAS STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 452 FIFTH AVENUE, 14TH FLOOR, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2018-07-25
Name of individual signing MATTHEW KARPAS
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2016 134074234 2017-07-24 KARPAS STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 452 FIFTH AVENUE, 14TH FLOOR, NEW YORK, NY, 10018

Signature of

Role Plan administrator
Date 2017-07-24
Name of individual signing MATTHEW KARPAS
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2015 134074234 2016-08-22 KARPAS STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 488 MADISON AVENUE, SUITE 1710, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2016-08-22
Name of individual signing MATTHEW KARPAS
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2014 134074234 2015-07-15 KARPAS STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 488 MADISON AVENUE, SUITE 1710, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2015-07-15
Name of individual signing MATTHEW KARPAS
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2013 134074234 2014-07-23 KARPAS STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 488 MADISON AVENUE, SUITE 1710, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2014-07-23
Name of individual signing MATTHEW KARPAS
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2012 134074234 2013-08-23 KARPAS STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 488 MADISON AVENUE, SUITE 1710, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2013-08-23
Name of individual signing MATTHEW KARPAS
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2011 134074234 2012-07-30 KARPAS STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 488 MADISON AVENUE, SUITE 1710, NEW YORK, NY, 10022

Plan administrator’s name and address

Administrator’s EIN 134074234
Plan administrator’s name KARPAS STRATEGIES, LLC
Plan administrator’s address 488 MADISON AVENUE, SUITE 1710, NEW YORK, NY, 10022
Administrator’s telephone number 2122237280

Signature of

Role Plan administrator
Date 2012-07-30
Name of individual signing MATTHEW KARPAS
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2010 134074234 2011-07-27 KARPAS STRATEGIES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 488 MADISON AVENUE, SUITE 1710, NEW YORK, NY, 10022

Plan administrator’s name and address

Administrator’s EIN 134074234
Plan administrator’s name KARPAS STRATEGIES, LLC
Plan administrator’s address 488 MADISON AVENUE, SUITE 1710, NEW YORK, NY, 10022
Administrator’s telephone number 2122237280

Signature of

Role Plan administrator
Date 2011-07-27
Name of individual signing MATTHEW KARPAS

DOS Process Agent

Name Role Address
KARPAS STRATEGIES, LLC DOS Process Agent 49 East Chestnut Hill Road, Litchfield, CT, United States, 06759

History

Start date End date Type Value
2019-08-08 2023-08-09 Address 452 FIFTH AVENUE, 12TH FLOOR, NEW YORK, NY, 10018, USA (Type of address: Service of Process)
2017-08-03 2019-08-08 Address 452 FIFTH AVENUE, 14TH FLOOR, NEW YORK, NY, 10018, USA (Type of address: Service of Process)
2009-08-13 2017-08-03 Address 488 MADISON AVENUE, SUITE 1710, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2006-02-16 2009-08-13 Address 555 MADISON AAE, 17TH FLR, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
1999-08-11 2006-02-16 Address 635 MADISON AVENUE SUITE 400, NEW YORK, NY, 10022, 1009, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230809002730 2023-08-09 BIENNIAL STATEMENT 2023-08-01
210813001480 2021-08-13 BIENNIAL STATEMENT 2021-08-13
190808060566 2019-08-08 BIENNIAL STATEMENT 2019-08-01
170803006354 2017-08-03 BIENNIAL STATEMENT 2017-08-01
150804006639 2015-08-04 BIENNIAL STATEMENT 2015-08-01
130813006352 2013-08-13 BIENNIAL STATEMENT 2013-08-01
110810002136 2011-08-10 BIENNIAL STATEMENT 2011-08-01
090813002421 2009-08-13 BIENNIAL STATEMENT 2009-08-01
070813002708 2007-08-13 BIENNIAL STATEMENT 2007-08-01
060216002006 2006-02-16 BIENNIAL STATEMENT 2005-08-01

Date of last update: 30 Nov 2024

Sources: New York Secretary of State