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 an SEC-registered advisory entity organized as a limited liability company and registered with the SEC in 2006. The firm is owned by an individual and is categorized as "Unclassified" in the available dataset. The firm indicates it is not a capital allocator and does not identify as an active ESG investor. It also does not present itself as a multistate adviser, a pension consultant, or a related adviser. The firm has not provided detail about its core advisory services, client segments, fee structure, or investment process in the supplied data.
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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