BRIDGEWATER ASSOCIATES, LP

One Nyala Farms Road
Westport, Connecticut 06880
Tel: 203-226-3030

About BRIDGEWATER ASSOCIATES, LP

BRIDGEWATER ASSOCIATES, LP, formally registered with the SEC as BRIDGEWATER ASSOCIATES, LP. The firm was established in 01/12/1990. They have over 1 offices throughout the country.

BRIDGEWATER ASSOCIATES, LP is a Westport, Connecticut based Financial Planning firm with nearly $171,751,270,410 assets under management, offering retirement planning & investment advisory services to 133 clients. The firm is staffed with 1196 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105129
SEC#	801-35875
Assets Managed by Firm	$171,751,270,410
No. of Clients	133
No. of Advisors	1196

Fee Structure

A percentage of AUM
Performance Based
Other (INVESTMENT ADVISORY SUPPORT SERVICES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	133	$171,751,270,410
Pension and profit sharing plans	10	$4,275,270,588
Charitable organizations	Fewer than 5 clients	$461,202,516

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