Bulldog Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$67,000,000
Total clients
45
44% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
45
Average account size
$1,488,889
About
The firm provides investment supervisory and portfolio management services to individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, and trusts, managing roughly $61 million across about 45 client accounts. Fees are charged as a percentage of assets under management and accounts are managed on an ongoing, discretionary basis.
The adviser develops a diversified asset allocation based on each client’s financial situation, objectives, and risk tolerance, then monitors and rebalances portfolios with monthly reviews and quarterly consolidated reporting. Transactions are executed through an institutional discount brokerage relationship that also provides research and administrative support.
Distinctive features include the firm’s acceptance of both individual and institutional clients despite a relatively small client base, and an explicit policy of not voting client proxies (clients retain responsibility for proxy voting). In addition, a supervised person at the firm spends the majority of their time working in an external consulting business that serves non‑profits, a practice that may affect staffing and availability relative to peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.75% annually $2,500,001+: 0.50% annually
Main office location
Bulldog Asset Management, Inc.
Huntersville NC, United States
Number of offices
1
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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