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 based in Saddle Brook, New Jersey, working with Bulldog Investors, LLP. Andrew has previously held positions at Uvitec Printing Ink, Inc, Bulldog Investors, and Bulldog Investors, LLC. Andrew has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Andrew is part of Bulldog Investors, LLP, which operates out of Saddle Brook, New Jersey. The firm has one office and six 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

Series 65

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

$334,790,240

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

6

NJ Average: 92
Total Number of Accounts

349

NJ Average: 6,978
Average Account Size

$959,284

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

2009 - Present (15 years)

Bulldog Investors, LLC

2001 - Present (23 years)

Bulldog Investors

1989 - Present (35 years)

Uvitec Printing Ink, Inc

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 6/19/2024. 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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