Bridgeway Capital Management, LLC

RIASEC Registered
Total AUM
$4.3B
Discretionary
$4.3B
100% of AUM
Avg account
$185M
Accounts
23
Employees
23
Advisory reps
7

Firm details

Headquarters
Houston, Texas
CRD number
111441
Registered since
August 2, 1993
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies97.03%
  • HNWI1.65%
  • Pooled Investment Vehicles0.68%
  • Other0.35%
  • Charitable Organizations0.29%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bridgeway Capital Management, LLC is an SEC‑registered, limited liability company that operates as an institutional registered investment adviser. The firm provides portfolio management across individual and pooled structures — servicing individuals and families as well as institutional and business clients — and manages both discretionary mandates and pooled vehicles. Bridgeway charges traditional percentage‑of‑AUM fees and also uses performance‑based fee arrangements on some mandates or funds. The firm identifies as an active ESG investor and lists portfolio management for investment companies, pooled investment vehicles, small businesses/individuals, and institutional/business clients among its core advisory activities. Bridgeway’s registration dates back to 1993, and its ownership is recorded as a combination of a domestic entity and an individual. It does not present itself as a capital allocator and is not flagged as a multi‑state adviser in the available material.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 86%, Cash & Cash Equivalents 14%86%
  • Exchange Traded Equities86%
  • Cash & Cash Equivalents14%

Owners & executives

3 of 3
  • Elena Khoziaeva

    Elena Khoziaeva

    Co-Chief Investment Officer, Portfolio ManagerCRD 5570743

  • John Montgomery

    John Montgomery

    CEO & FounderCRD 2393290

  • Linda Giuffre

    Linda Giuffre

    Chief Operating Officer and Chief Compliance OfficerCRD 1794572

Contacts

3 of 4
  • Seema Ackerman

    Seema Ackerman

    Head of DistributionCRD 5329223

  • Christine Wang

    Christine Wang

    Portfolio ManagerCRD 6061348

  • Von Celestine

    Von Celestine

    Head of Finance and TalentCRD 4865083

Unlock 1 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$246K in ETFs

Passive

100%

$246K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD WHITEHALL FUNDS (VWOB)VanguardPassiveEmerging Markets Bond$246K3,664100.00%

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
20 Greenway Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth