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
7

Firm details

Headquarters
Westport, Connecticut
CRD number
105129
Registered since
January 12, 1990
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 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

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: Private Funds 39%, US Government Bonds 17%, Sovereign Bonds 12%, Exchange Traded Equities 11%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 10%, Derivatives 1%, Other 1%39%
  • Private Funds39%
  • US Government Bonds17%
  • Sovereign Bonds12%
  • Exchange Traded Equities11%
  • Public Funds/Mutual Funds10%

Owners & executives

3 of 6
  • Nir Bar Dea

    Nir Bar Dea

    Chief Executive OfficerCRD 7355534

  • Michael Kitson

    Deputy Chief Compliance OfficerCRD 5611782

  • Robert Prince

    Robert Prince

    Co-Chief Investment OfficerCRD 1690745

Unlock 3 more executives

Contacts

1 of 1
  • Celine Dufetel

    Celine Dufetel

    DirectorCRD 6418939

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 14

Active vs passive

$7.5B in ETFs

Passive

100%

$7.5B

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$4B5,320,30853.23%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth