Steven
Samuels
Bulldog Investors, Llp
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About this Advisor
Steven Samuels is a financial advisor based in Westport, Connecticut, working with Bulldog Investors, Llp. Steven has previously held positions at Pacifica Capital Investments, LLC, Grey Owl Capital Management, Bulldog Investors, and Bulldog Investors, LLC. Steven has passed the Series 63 regulatory exam and is registered to provide services in Connecticut. Currently, Steven is part of Bulldog Investors, Llp, which operates out of Westport, Connecticut. The firm has 1 office and 6 employees. The firm manages assets totaling $334.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. The fee structure at Bulldog Investors, Llp includes asset-based and performance-based fees.
Certifications and Registrations
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Office Location
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Bulldog Investors, Llp Brokerage Details
$334,790,240
6
349
$959,284
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
Bulldog Investors, LLC
Grey Owl Capital Management
Bulldog Investors, LLC
Pacifica Capital Investments, LLC
Bulldog Investors
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
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