Investment adviser · CRD 158571

KARSTEN ADVISORS

Investment adviser filing (IA)

KARSTEN FINANCIAL SERVICES, LP

FORT WORTH, TX, United States · Form ADV filed Dec 20, 2018

Regulatory AUM
$414M
Form ADV · Item 5.F
Client accounts
1,915
Accounts, not individual clients
Employees
19
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals101$224,687,71254.3%
Individuals732$182,294,26744.1%
Corporations & businesses10$3,927,2210.9%
Retirement plans1$2,078,3120.5%
Charities2$815,8330.2%
Filing source

Form ADV 1237261 · Dec 20, 2018 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 20, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

3526 WEST VICKERY BLVD
FORT WORTH, TX, 76107, United States

CRD 158571

Filing source

Form ADV 1237261 · Dec 20, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.