Andrew
Dakos

Bulldog Investors, Llp

CRD#4881082
Investment Advisor
in Saddle Brook, NJ

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About this Advisor

Andrew Dakos is a financial advisor operating in Saddle Brook, New Jersey who has 5 years of industry experience. Dakos is an employee of Bulldog Investors, Llp. Their career trajectory has included roles at Uvitec Printing Ink, Inc, Bulldog Investors and Bulldog Investors, LLC. Dakos holds a Series 65 license, designating them as an investment advisor representative, and is approved to work in New Jersey. Bulldog Investors, Llp is a financial advisory firm that has its headquarters in Saddle Brook, NJ. It has a total of six employees. It manages $368 million in assets under management across its 409 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises three charities and foundations. Of its 409 customer accounts, just 11% are held by high-net-worth investors who have greater than $1 million in investable assets. Bulldog Investors, Llp offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees charged by financial advisors typically are based on which services are offered. Fees billed by Bulldog Investors, Llp likely are comprised of some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

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

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Bulldog Investors, Llp Brokerage Details

Total Assets Under Management

$368,127,282

NJ Average: $10,121,009,343
Total Number of Employees

6

NJ Average: 92
Total Number of Accounts

409

NJ Average: 6,978
Average Account Size

$900,067

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Andrew Dakos Work History

Andrew has been registered as a financial advisor for 5 years.*

2009 - Present (15 years)

Bulldog Investors, LLC

2001 - Present (23 years)

Bulldog Investors

1989 - Present (35 years)

Uvitec Printing Ink, Inc

*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 Andrew Dakos 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

Rajeev Das
Saddle Brook, NJ
Steven Samuels
Westport, CT
Phillip Goldstein
Pleasantville, NY
Andrew Dakos
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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