Bridgewater Associates, LP
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 105129
- Registered since
- January 12, 1990
- Website
- www.bridgewater.com
- Custodians
- THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles76.4%
- Other8.39%
- Sovereign Wealth Funds5.89%
- State / Municipal Government5.3%
- Pension & Profit Sharing Plans3.54%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Bridgewater Associates, LP is a privately organized hedge fund manager serving predominantly institutional clients. The firm operates pooled investment vehicles and provides portfolio management for businesses and institutions; its registration and business activities also include acting as a commodity pool operator/commodity trading advisor and producing educational materials and periodic publications. Fee arrangements include both percentage-of-assets and performance-based components. Bridgewater does not identify as an active ESG investor. The firm functions as a multi-strategy hedge manager with related sponsor and general partner roles across pooled products. Its record includes operating private funds alongside liquidity vehicles, and its client mix and product set emphasize institutional mandates rather than retail-facing offerings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Private Funds39%
- US Government Bonds17%
- Sovereign Bonds12%
- Exchange Traded Equities11%
- Public Funds/Mutual Funds10%
Owners & executives
3 of 6
Nir Bar Dea
Chief Executive OfficerCRD 7355534
Michael Kitson
Deputy Chief Compliance OfficerCRD 5611782
Robert Prince
Co-Chief Investment OfficerCRD 1690745
Contacts
1 of 1
Celine Dufetel
DirectorCRD 6418939
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$7.5B in ETFs
100%
$7.5B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $4B | 5,320,308 | 53.23% |
Location
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, 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
- Fairfield
- Address
- 1 Nyala Farms Rd
- Time zone
- ET (UTC-5)
- Office locations
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