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 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

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

3 of 3
  • John Montgomery

    John Montgomery

    CEO & FounderCRD 2393290

  • Elena Khoziaeva

    Elena Khoziaeva

    Co-Chief Investment Officer, Portfolio ManagerCRD 5570743

  • Linda Giuffre

    Linda Giuffre

    Chief Operating Officer and Chief Compliance OfficerCRD 1794572

Contacts

3 of 4
  • Seema Ackerman

    Seema Ackerman

    Head of DistributionCRD 5329223

  • Von Celestine

    Von Celestine

    Head of Finance and TalentCRD 4865083

  • Brianne Darragh

    Head of Investment OperationsCRD 8243206

Unlock 1 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