Bridgewater Advisors Inc.

RIASEC RegisteredEst. 1995
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$835K
Accounts
3,075
Employees
24
Advisory reps
15

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

FINTRX

Overview

Bridgewater Advisors Inc. is an independent, SEC-registered investment advisory corporation that has operated since the mid-1990s. The firm serves both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and businesses, and the selection of other advisers, indicating it both manages assets directly and allocates to third-party managers. Bridgewater identifies as a capital allocator and is not an active ESG investor. The firm was named to FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 37%, Public Funds/Mutual Funds 32%, Non-Exchange Traded Equities 21%, US Government Bonds 5%, Cash & Cash Equivalents 4%, State & Local Bonds 1%37%
  • Exchange Traded Equities37%
  • Public Funds/Mutual Funds32%
  • Non-Exchange Traded Equities21%
  • US Government Bonds5%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 3
  • Matthew Pelz

    Matthew Pelz

    Co-Chief Investment OfficerCRD 6438500

  • Thomas Smyth

    Thomas Smyth

    COO & CCOCRD 4607678

  • Barbara Leclerc

    Barbara Leclerc

    Co-Chief Investment OfficerCRD 5905741

Contacts

3 of 12
  • Josefine Cays

    Josefine Cays

    Partner and Senior AdvisorCRD 5905425

  • Leo Marzen

    Leo Marzen

    Managing PartnerCRD 2073985

  • Ann Thibodeau

    PartnerCRD 3146174

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 133

Active vs passive

$1.2B in ETFs

Passive

31%

$376M

Active

63%

$829M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS US LARGE CAP VALUE ETF (AVLV)AvantisActiveLarge Value$112M1,208,0889.33%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth