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BULLDOG INVESTORS, LLP

CRD 151585File 801-70596
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$561.0M
Above cohort median (national)
Discretionary AUM
$561.0M
Clients
132
157 accounts
Employees
6
Above cohort median in NJ

Identity & registration

ADV Item 1
Organization form
Limited Liability Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Sep 23, 2009
Principal office
250 PEHLE AVE., SUITE 708, SADDLE BROOK, NJ, 07663
Phone
201-556-0092

Assets & accounts

ADV Item 5F
Total regulatory AUM
$561.0M
Discretionary AUM
$561.0M
Non-discretionary AUM
$0
Discretionary accounts
157
Non-discretionary accounts
0
Total accounts
157
AUM per client
$4.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other4$4.8M
Investment companies3$485.4M
Charitable organizations2$2.2M
High net worth individuals22$32.2M
Pension and profit sharing plans2$856K
Individuals (other than high net worth individuals)99$28.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for investment companies
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients136132
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.