Data / Investment advisers / New Jersey / Bulldog Investors, LLP
Bulldog Investors, LLP, Saddle Brook, NJ: $561 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bulldog Investors, LLP is an SEC registered investment adviser with its main office in Saddle Brook, New Jersey and reports $561 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include investment companies, high net worth individuals and individuals. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Bulldog Investors, LLP (CRD number 151585): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 151585
- SEC file number
- 801-70596
- SEC status
- Approved, effective September 23, 2009
- Main office
- 250 Pehle Ave., Suite 708, Saddle Brook, NJ 07663
- Phone
- (201) 556-0092
- Website
- bulldoginvestors.com
- Regulatory AUM
- $560,984,507 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $560,984,507
- Accounts
- 157
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Limited Liability Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $485.4 million |
| High net worth individuals | 22 | $32.2 million |
| Individuals (other than high net worth individuals) | 99 | $28.1 million |
| Corporations or other businesses | 4 | $4.8 million |
| Charitable organizations | 2 | $2.2 million |
| Pension and profit sharing plans | 2 | $856,213 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $561 million | March 27, 2026 |
| December 1, 2025 | $456 million | March 28, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Virtus Wealth Solutions | Cranford | $594.9 million | Not listed | adviserinfo.sec.gov |
| Manteio Scalable Technologies LLC | Jersey City | $582.5 million | Not listed | adviserinfo.sec.gov |
| Able Wealth Management LLC | Toms River | $579.5 million | 1 | adviserinfo.sec.gov |
| Reedmark Advisors, LLC | Somerville | $564.6 million | Not listed | adviserinfo.sec.gov |
| Dumont & Blake Investment Advisors LLC | Princeton | $562.3 million | Not listed | adviserinfo.sec.gov |
| Pegasus Asset Management Inc | Morristown | $553.6 million | Not listed | adviserinfo.sec.gov |
| TSP Capital Management Group, LLC | Summit | $553.3 million | Not listed | adviserinfo.sec.gov |
| Shorehaven Wealth Partners, LLC | Red Bank | $541.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Bulldog Investors, LLP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.