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 limited partnership that operates as a multi-faceted hedge fund manager focused on institutional clients. Founded before 1990 (registered with the SEC in 1990), the firm provides portfolio management for pooled investment vehicles and for businesses and institutions, and it also engages in publishing investment-related material and running educational programs. It functions in a commodity pool/commodity trading adviser capacity (CPO/CTA) in addition to acting as an investment manager and sponsor for pooled vehicles. Its fee arrangements include asset-based charges and performance-linked fees. The firm does not identify as an active ESG investor.