SADDLE BROOK, NJCRD 151585Latest ADV March 27, 2026
Bulldog Investors, Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Saddle Brook, NJ. Its latest Form ADV filing, dated March 27, 2026, reports $561M in regulatory assets under management, 6 employees, 1 office, and 157 accounts.
Assets Under Management
$561M
Employees
6
Offices
1 office
Total Clients
136
Primary office
SADDLE BROOK, NJ
250 PEHLE AVE., SUITE 708, SADDLE BROOK, NJ, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.8% of total clients.
Top client categories% of clientsClients
1
Individuals
72.8%
99
2
HNWI
16.2%
22
3
Corporations
2.9%
4
4
LIMITED LIABILITY ENTITIES
2.9%
4
5
Investment Cos.
2.2%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$561Mas of March 27, 2026
Discretionary100.0%
$561M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$561M
Total Accounts157
10Y AUM Change+$72M (+14.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee23:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.