BRIDGEWATER ASSET MANAGEMENT LLC

Overview

Bridgewater Asset Management LLC is an independent registered investment adviser organized as an LLC that primarily serves individual and family clients along with some institutional relationships. The firm operates as a capital allocator and leans on third‑party fund managers and mutual funds for core portfolio construction, while also offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements are flexible—percentage of AUM is the primary model, supplemented by hourly and fixed fees where appropriate. Investment activity centers on pooled public funds and separate manager relationships rather than direct stock picking or an in‑house long/short platform. Bridgewater is not an active ESG investor and does not operate as a multi‑state adviser. The firm’s practice emphasizes outsourced manager selection and use of mutual funds and SMAs to implement client portfolios, with a targeted use of real estate strategies as an alternative sleeve.

Assets & Accounts

Investments & Alternatives

Location & Offices