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BRIDGEWATER ASSOCIATES, LP

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

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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 StatusApproved
Firm CRD#105129
SEC#801-35875
Assets Managed by Firm$171,751,270,410
No. of Clients133
No. of Advisors1196

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 ClientsAUM
Firm Total133$171,751,270,410
Pension and profit sharing plans10$4,275,270,588
Charitable organizationsFewer than 5 clients$461,202,516

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