Phillip
Goldstein
Bulldog Investors, Llp
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About this Advisor
Phillip Goldstein is a financial advisor based in Pleasantville, New York, working with Bulldog Investors, Llp. Phillip has previously held positions at Bulldog Investors, LLC and Bulldog Investors. Phillip is registered to provide services in New Jersey, New York, and Texas. Currently, Phillip is part of Bulldog Investors, Llp, which operates out of Pleasantville, New York. 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.
Services Offered
Fee Structure
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
Phillip Goldstein Work History
Bulldog Investors, LLC
Bulldog Investors
Disclosures
Please visit the SEC profile of Phillip Goldstein 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 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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