BRIDGEWAY CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 111441
- Registered since
- August 2, 1993
- Website
- bridgeway.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Cash & Cash Equivalents14%
Owners & executives
2 of 2John Montgomery
CEO & FounderCRD 2393290
LINDA GIUFFRE
Chief Operating Officer and Chief Compliance OfficerCRD 1794572
Contacts
3 of 5SEEMA ACKERMAN
Head of DistributionCRD 5329223
VON CELESTINE
Head of Finance and TalentCRD 4865083
ELENA KHOZIAEVA
Portfolio ManagerCRD 5570743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$242K in ETFs
100%
$242K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FUNDS (VWOB) | Vanguard | Passive | Emerging Markets Bond | $242K | 3,681 | 100.00% |
Location
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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