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 under individual ownership. Publicly available profile fields are sparse: the firm is classified as unclassified and does not appear as a capital allocator or pension consultant. It is not identified as an active ESG investor, not listed as a multi-state adviser, and is not marked as a newly formed adviser. No information about advisory activities, fee schedules, or client segments was provided. The absence of detailed disclosures in the source dataset limits visibility into the firm's investment strategy, product mix, or target client base.
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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