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 RIA that has been active since 1993 and operates as an LLC. Its client base includes both individual/family clients and institutional investors. The firm provides portfolio management across several vehicle types — separately managed accounts, investment companies, pooled vehicles and institutional/business mandates — and charges fees based on a percentage of assets under management and, in some cases, performance-based fees. Bridgeway self-identifies as an active ESG investor, which suggests ESG criteria are part of its investment approach. Bridgeway is not classified as a capital allocator and is not designated as a multi‑state adviser or a pension consultant. It manages client capital directly rather than acting primarily as a feeder to third‑party allocators.
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
John Montgomery
CEO & FounderCRD 2393290

Elena Khoziaeva
Co-Chief Investment Officer, Portfolio ManagerCRD 5570743

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

Von Celestine
Head of Finance and TalentCRD 4865083
Brianne Darragh
Head of Investment OperationsCRD 8243206
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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