BRIDGEWATER ADVISORS INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 109826
- Registered since
- January 1, 1995
- Website
- bridgewateradv.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.74%
- Individuals4.18%
- Corporations / Businesses1.43%
- Other0.95%
- Charitable Organizations0.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Bridgewater Advisors Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and operating since 1995. The firm acts as a capital allocator for both individual/family and institutional clients, charging fees as a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Bridgewater does not identify as an active ESG investor and is not positioned as a multi‑state or newly formed adviser. The firm received recognition from FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities37%
- Public Funds/Mutual Funds32%
- Non-Exchange Traded Equities21%
- US Government Bonds5%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3BARBARA LECLERC
Co-Chief Investment OfficerCRD 5905741
MATTHEW PELZ
Co-Chief Investment OfficerCRD 6438500
THOMAS SMYTH
COO & CCOCRD 4607678
Contacts
3 of 12DAVID SHAW
AdvisorCRD 6248991
GABE BRYAN
Partner, Senior AdvisorCRD 5275968
JOSEFINE CAYS
Partner and Senior AdvisorCRD 5905425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$1.2B in ETFs
33%
$381M
63%
$773M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US LARGE CAP VALUE ETF (AVLV) | Avantis | Active | Large Value | $105M | 1,189,165 | 9.10% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 600 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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