# Karpreilly, LLC

> Karpreilly, LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 161169
- Filed as: KARPREILLY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161169
- AdvisorCensus page: https://advisorcensus.com/firm/karpreilly-llc-greenwich-ct-161169

## Quick answers

**How is Karpreilly, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Karpreilly, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Karpreilly, LLC located?**
Karpreilly, LLC's principal office is in Greenwich, CT, according to its Form ADV.

**Is Karpreilly, LLC registered with the SEC or a state?**
Karpreilly, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161169.

**How much does Karpreilly, LLC manage?**
Karpreilly, LLC reports $1,628,791,206 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary).

**How have Karpreilly, LLC's assets and staff changed since 2021?**
In the Form ADV data for Karpreilly, LLC: Regulatory assets under management: $428,079,481 in the October 2021 data and $1,628,791,206 in the October 2026 data, up 280%. Total employees: 17 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Karpreilly, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Karpreilly, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161169

**What changed in Karpreilly, LLC's recent Form ADV filings?**
In the June 2026 filing data: Regulatory assets under management went from $1,467,386,017 to $1,628,791,206 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,628,791,206
- Discretionary: $1,628,791,206
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $1,628,791,206 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 18 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- karpreilly.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $428,079,481 | 17 | July 20, 2021 |
| October 2022 | $835,637,377 | 17 | August 15, 2022 |
| October 2023 | $901,223,991 | 17 | July 10, 2023 |
| October 2024 | $955,055,909 | 18 | April 30, 2024 |
| October 2025 | $1,231,091,726 | 18 | May 1, 2025 |
| October 2026 | $1,628,791,206 | 18 | May 4, 2026 |

Regulatory assets under management: $428,079,481 in the October 2021 data and $1,628,791,206 in the October 2026 data, up 280%.
Total employees: 17 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Regulatory assets under management went from $1,467,386,017 to $1,628,791,206 (+11%).

### April 2026
- Regulatory assets under management went from $1,231,091,726 to $1,467,386,017 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Karpreilly, LLC (CRD 161169): Form ADV filing data as of October 2026.