Bridgewater James Limited, LLC
Firm details
- Headquarters
- Belvedere, California
- CRD number
- 140205
- Registered since
- August 30, 2006
- Website
- www.bridgewaterjames.com
Firm profile
FINTRXOverview
Bridgewater James Limited, LLC is organized as a limited liability company and has been SEC-registered since 2006. FINTRX classifies the firm as "Unclassified" and indicates an individual-owner structure. The snapshot data identifies the firm as not serving as a capital allocator and not positioning itself as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. The firm did not provide details on its client base, fee structure, advisory activities, or specific business lines to FINTRX, so public information about its target clients and service model is limited.
Assets & Accounts
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
Contacts
2 of 2
William Bennington
Managing DirectorCRD 2025454
Elizabeth Collins
FinOpCRD 4714831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Belvedere, CA
Marin
Location
Belvedere, CA
Headquartered in Belvedere, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 15 Bayview Ave
- Time zone
- PT (UTC-8)
- Office locations
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