$67.0M Total AUM
$67.0M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Eagle oak
- Established Date
- 10-01-2004
- Office Locations
- 1
Office Locations
-- Huntersville NC
About Bulldog Asset Management, Inc.
Bulldog Investors (Bulldog Asset Management) manages portfolios for high-net-worth individuals and wealth managers, using a systematic, risk-focused approach designed to reduce volatility while targeting equity-like returns. The firm offers separately managed accounts and strategies in blank-check companies, and manages activist-oriented closed-end funds including NYSE-listed SPE, PCF and SWZ.
Team overview
-- AVG AGE
$67.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
19.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Asset Classes
Meridian
Client Personas
Wave
Custodian
Catalyst
Investment Themes
Value
Investment Vehicles
Timber prime
Services
Element Legacy prime
Technology
Element
Owner & Executives
J
JOHN CARMINE ANERALLA
President
- CRD
- --
- Ownership
- 75% or more
(456) 344-6664
summit.vital@catalystcapital.com
in linkedin.com/in/frontier-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
P
PHILLIP JOHN GUSSMAN
Consultant, Owner
- CRD
- #2332016
(789) 570-4618
capital.unison@quantumcapital.com
in linkedin.com/in/ember-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,000,000
Equity - OTC:
14.2% Municipal Bonds:
14.8% Equity - Exchange:
20.0% Cash:
7.5% Corporate - Investment Grade:
16.7% U.S. Government/Agency:
10.9% Corporate - Non-Investment Grade:
15.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $162,010,369 | 14.2% |
| Municipal Bonds | $168,855,877 | 14.8% |
| Equity - Exchange | $228,183,618 | 20.0% |
| Cash | $85,568,857 | 7.5% |
| Corporate - Investment Grade | $190,533,321 | 16.7% |
| U.S. Government/Agency | $124,360,072 | 10.9% |
| Corporate - Non-Investment Grade | $181,405,977 | 15.9% |
| Total | $1,140,918,091 | 100.0% |