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BULLDOG INVESTORS, LLP
250 Pehle Ave., Suite 708
Saddle Brook, New Jersey 07663
Tel: 201-556-0092
About BULLDOG INVESTORS, LLP
BULLDOG INVESTORS, LLP, formally registered with the SEC as BULLDOG INVESTORS, LLP. The firm was established in 09/23/2009. They have over 2 offices throughout the country.
BULLDOG INVESTORS, LLP is a Saddle Brook, New Jersey based Financial Planning firm with nearly $334,790,240 assets under management, offering retirement planning & investment advisory services to 349 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151585 |
| SEC# | 801-70596 |
| Assets Managed by Firm | $334,790,240 |
| No. of Clients | 349 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 349 | $334,790,240 |
| Individuals (other than high net worth individuals) | 268 | $60,264,047 |
| High net worth individuals | 31 | $42,551,567 |
| Pension and profit sharing plans | 3 | $836,645 |
| Charitable organizations | 3 | $2,735,910 |
| Corporations or other businesses | 2 | $2,243,185 |
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