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KARPREILLY, LLC

GREENWICH, CT · CRD 161169 · IAPD ↗ · karpreilly.com · 203-504-9900

$1.63BRegulatory AUM
15Advisory reps
18Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — KARPREILLY, LLC crossed $1B in regulatory AUM ($955.1M -> $1.23B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.