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, limited liability company that operates as an institutional registered investment adviser. The firm provides portfolio management across individual and pooled structures — servicing individuals and families as well as institutional and business clients — and manages both discretionary mandates and pooled vehicles. Bridgeway charges traditional percentage‑of‑AUM fees and also uses performance‑based fee arrangements on some mandates or funds. The firm identifies as an active ESG investor and lists portfolio management for investment companies, pooled investment vehicles, small businesses/individuals, and institutional/business clients among its core advisory activities. Bridgeway’s registration dates back to 1993, and its ownership is recorded as a combination of a domestic entity and an individual. It does not present itself as a capital allocator and is not flagged as a multi‑state adviser in the available material.
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
3 of 3
Elena Khoziaeva
Co-Chief Investment Officer, Portfolio ManagerCRD 5570743

John Montgomery
CEO & FounderCRD 2393290

Linda Giuffre
Chief Operating Officer and Chief Compliance OfficerCRD 1794572
Contacts
3 of 4
Seema Ackerman
Head of DistributionCRD 5329223

Christine Wang
Portfolio ManagerCRD 6061348

Von Celestine
Head of Finance and TalentCRD 4865083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$246K in ETFs
100%
$246K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FUNDS (VWOB) | Vanguard | Passive | Emerging Markets Bond | $246K | 3,664 | 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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