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
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

FINTRX

Overview

Bridgeway Capital Management, LLC is an SEC-registered institutional RIA formed in 1993 and organized as an LLC. The firm serves both individual and family clients as well as institutional investors, providing portfolio management for individuals, small businesses, investment companies, pooled investment vehicles, and other businesses or institutions. Compensation is primarily a percentage of assets under management, with some arrangements that include performance-based fees. Bridgeway identifies itself as an active ESG investor and is not listed as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$246K in ETFs

Passive

100%

$246K

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD WHITEHALL FUNDS (VWOB)	Vanguard	Passive	Emerging Markets Bond	$246K	3,664	100.00%

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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