BRIDGEWAY CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 1993
Total AUM
$4.3B
Discretionary
$4.3B
100% of AUM
Avg account
$185M
Accounts
23
Employees
23
Advisory reps
7

Firm details

Headquarters
HOUSTON, Texas
CRD number
111441
Registered since
August 2, 1993
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies97.03%
  • HNWI1.65%
  • Pooled Investment Vehicles0.68%
  • Other0.35%
  • Charitable Organizations0.29%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bridgeway Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and in operation since 1993. The firm serves both individual/family and institutional clients and provides portfolio management across a range of client structures, including separately managed accounts, investment companies, pooled investment vehicles and institutional/business portfolios. Its fee arrangements include both percentage-of-AUM and performance-based components. The firm identifies itself as an active ESG investor. Advisory activity indicates Bridgeway runs pooled vehicles and manages accounts for a mix of private and institutional clients rather than acting as a third-party capital allocator. The adviser is not flagged as a multi-state adviser and does not describe itself as a pension consultant or related adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 86%, Cash & Cash Equivalents 14%86%
  • Exchange Traded Equities86%
  • Cash & Cash Equivalents14%

Owners & executives

2 of 2
  • John Montgomery

    CEO & FounderCRD 2393290

  • LINDA GIUFFRE

    Chief Operating Officer and Chief Compliance OfficerCRD 1794572

Contacts

3 of 5
  • SEEMA ACKERMAN

    Head of DistributionCRD 5329223

  • VON CELESTINE

    Head of Finance and TalentCRD 4865083

  • ELENA KHOZIAEVA

    Portfolio ManagerCRD 5570743

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$242K in ETFs

Passive

100%

$242K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD WHITEHALL FUNDS (VWOB)VanguardPassiveEmerging Markets Bond$242K3,681100.00%

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
20 Greenway Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth