Bridgewater Associates, LP

RIASEC RegisteredEst. 1990

Total AUM

$150B

Discretionary

$150B

100% of AUM

Avg account

$1.1B

Accounts

133

Employees

1,135

Advisory reps

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

FINTRX

Overview

Bridgewater Associates, LP is a large institutional hedge fund and multifaceted investment manager that principally serves institutional clients. The firm is structured as a limited partnership and has been SEC-registered since 1990. Its business footprint includes running pooled investment vehicles, providing portfolio management for businesses and institutions, acting in CPO/CTA capacities, and producing written research and educational programming. Fee arrangements combine asset-based charges with performance-linked compensation and other fee elements. Bridgewater does not characterize itself as an active ESG investor. The firm also appears as a sponsor and general partner in pooled vehicles and acts as a managing member in funds it advises. That mix of roles — manager, sponsor and operator of private funds — aligns with the substantial private fund platform described elsewhere in its filings.