Steven
Samuels
Bulldog Investors, Llp
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About this Advisor
Steven Samuels is a financial advisor working in Westport, Connecticut with 5 years of relevant experience. Samuels currently works for Bulldog Investors, Llp. Over the course of their career, Samuels has held roles at Roumell Asset Management, Pacifica Capital Investments, LLC, Grey Owl Capital Management, Bulldog Investors and Bulldog Investors, LLC. Samuels has a Series 63 license, qualifying them as a securities agent, and can operate in Connecticut. Bulldog Investors, Llp is an advisory company headquartered in Saddle Brook, NJ. The firm has a total of six financial advisors. It administers $368 million in assets across its 409 accounts, making it one of the larger firms in the nation by assets under management. The firm serves three charitable organizations. Of its 409 client accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Bulldog Investors, Llp performs a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial management fee schedules vary depending on which services the firm provides the client. However, fee types billed by Bulldog Investors, Llp likely include some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bulldog Investors, Llp Brokerage Details
$368,127,282
6
409
$900,067
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Steven Samuels Work History
Steven has been registered as a financial advisor for 5 years.*
Bulldog Investors, LLC
Grey Owl Capital Management
Roumell Asset Management
Bulldog Investors, LLC
Pacifica Capital Investments, LLC
Bulldog Investors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Samuels to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bulldog Investors, Llp
Saddle Brook, NJ
Westport, CT
Pleasantville, NY
Saddle Brook, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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