Bulldog Investors provides investment advice to registered investment companies (funds), separately managed accounts (SMAs), and private investment funds that are being liquidated. Bulldog Investors specializes in value-oriented activist investing, focusing on closed-end funds, special purpose acquisition companies (SPACs), undervalued operating companies, distressed securities, and complex special situations. For SMAs, Bulldog Investors may tailor its advisory services to the specific needs of its clients, including restrictions on certain securities.
Assets Under Management$460M
Clients207
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
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
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Estimated Annual Fee
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