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 and appears in SEC records as an adviser registered in 2006. Ownership is listed at the individual level, and the firm is classified in the dataset as “Unclassified.” The profile indicates the firm is not a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Public disclosures included in the dataset provide limited detail about the firm's advisory mandate. Fields that typically describe client types, fee schedules, and expressed business activities are not populated, which constrains an assessment of its target clients or service model from the available information.
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 2Elizabeth Collins
FinOpCRD 4714831

William Bennington
Managing DirectorCRD 2025454
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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