RD
CFA
RD
CFA

Rajeev Das

12 Years of Experience
Saddle Brook, NJ

Rajeev Das is a CFA-designated registered investment advisor at Bulldog Investors, LLP, based in Saddle Brook, NJ, with 12 years of industry experience. Rajeev operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 207 clients with $460M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
207 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$456.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%

Fee of 0.25% per quarter (1.0% annually) is for separately managed accounts and is negotiable. Some SMA clients may pay a performance-based fee. Registered Funds pay 1.0% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Park 80 West - Plaza Two, 250 Pehle Ave., Suite 708, Saddle Brook, NJ, 07663

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rajeev serves on the board of directors of the Mexico Equity and Income Fund through his activities with Bulldog Investors, LLC.

Employment History
Current Registrations
Bulldog Investors, LLP
May 2018 - Present · 8 yrs
Previous Registrations
Bulldog Investors, LLC
April 2013 - December 2017 · 4 yrs 8 mos
State Registrations2 states
NJTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.