Overview
Assets Under Management: $335 million
Headquarters: SADDLE BROOK, NJ
High-Net-Worth Clients: 31
Average Client Assets: $1.4 million
Frequently Asked Questions
BULLDOG INVESTORS, LLP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151585), BULLDOG INVESTORS, LLP is subject to fiduciary duty under federal law.
BULLDOG INVESTORS, LLP is headquartered in SADDLE BROOK, NJ.
BULLDOG INVESTORS, LLP serves 31 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, BULLDOG INVESTORS, LLP offers portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. View all service details ↓
BULLDOG INVESTORS, LLP manages $335 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, BULLDOG INVESTORS, LLP serves high-net-worth individuals, businesses, and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.71%
Average Client Assets: $1.4 million
Total Client Accounts: 349
Discretionary Accounts: 349
Regulatory Filings
CRD Number: 151585
Filing ID: 1843498
Last Filing Date: 2024-03-25 10:53:00