Bulldog Asset Management, Inc.

Overview

Bulldog Asset Management, Inc. is a small, equity-oriented advisory firm that focuses on portfolio management for individuals, families and small businesses. The firm charges a percentage-of-assets fee and concentrates its allocations on direct equity exposure, favoring non-exchange-traded equities, which suggests a willingness to hold private or unlisted positions alongside publicly traded stocks. Bulldog does not position itself as an ESG investor, does not operate as a multi-state adviser, and does not provide pension consulting. Given its owner-type and client base, the firm appears to operate as a boutique, hands-on manager serving a limited roster of private clients rather than institutional mandates. Investment activity centers on discretionary management: Bulldog runs portfolio mandates with active equity preferences and supplements those exposures with third-party alternative managers (see Investments & Alternatives). The firm’s business model and client segmentation imply a focus on concentrated, account-level management (SMAs) rather than packaged mutual-fund strategies or broad institutional wrappers.

Assets & Accounts

Investments & Alternatives

Location & Offices