10%
Bulldog Investors, LLC is an SEC-registered investment advisory firm and hedge fund based in Saddle Brook, New Jersey, founded in 1993 by Phillip Goldstein.[[1]](https://www.insidermonkey.com/hedge-fund/bulldog+investors/559/)[[3]](https://bulldoginvestors.com/about-us/)[[4]](https://rocketreach.co/bulldog-investors-llc-profile_b58809f0f6787510) The firm manages discretionary assets of approximately $368 million across 377 clients, specializing in closed-end funds, municipal bonds, and event-driven strategies to minimize risk while seeking equity-like returns for high-net-worth individuals and institutional investors.[[1]](https://www.insidermonkey.com/hedge-fund/bulldog+investors/559/)[[2]](https://bulldoginvestors.com)[[3]](https://bulldoginvestors.com/about-us/) It offers separately managed accounts and is known for activist investing techniques, with a focus on undervalued assets, as evidenced by recent 13F holdings including SRH Total Return Fund and activity in MFS Investment Grade Municipal Trust (CXH) at a 10% stake.[[1]](https://www.insidermonkey.com/hedge-fund/bulldog+investors/559/)[[5]](https://whalewisdom.com/filer/brooklyn-capital-management-llc)
Key leadership includes Principal Phillip Goldstein, co-founder and lead strategist with expertise in closed-end fund activism, holding directorships in funds like Mexico Equity & Income Fund and Special Opportunities Fund; he holds engineering degrees from USC and City College, NY.[[1]](https://www.insidermonkey.com/hedge-fund/bulldog+investors/559/) Andrew Dakos, Principal and Portfolio Manager, serves as President of Special Opportunities Fund and on multiple boards, with a BS in Business Administration from University of Delaware.[[1]](https://www.insidermonkey.com/hedge-fund/bulldog+investors/559/) Rajeev Das, Principal and CFA charterholder, holds board roles and executive positions in affiliated funds, with economics degrees from University of Bombay and NYU.[[1]](https://www.insidermonkey.com/hedge-fund/bulldog+investors/559/) The firm maintains a disciplined, transparent process, managing funds like Special Opportunities Fund (SPE), High Income Securities Fund (PCF), and Total Return Securities Fund (SWZ).[[2]](https://bulldoginvestors.com)
View full insider profile →
