Bridgewater Associates, Lp
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Overview
Bridgewater Associates, Lp is a financial advisory firm based in Westport, Connecticut. It controls $196.8 billion in total assets throughout 143 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management (AUM). The firm has a very large group, including 353 financial advisors. Bridgewater Associates, Lp is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as stocks, options and bonds.
Bridgewater Associates, Lp manages all of the company's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction choices for the client's account without requiring client consent. The firm manages about $1.4 billion for each client account. The average financial advisor at Bridgewater Associates, Lp administers fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Bridgewater Associates, Lp's headquarters is located at One Nyala Farms Road, Westport, Connecticut 6880. The company is legally permitted to serve clients in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bridgewater Associates, Lp by the Numbers
$196.8 billion
1,166
143
$1.4 billion
Products and Services
Bridgewater Associates, Lp offers a variety of financial services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, publication of newsletters and educational seminars. The company is not involved in selling products or offering services apart from investment advice to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees depend on the type of financial services offered. Fee types charged by the company most likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with a broad range of investors. The firm works with pooled investment vehicles, pension plans, state or municipal government entities, sovereign wealth funds and other. Out of its 143 accounts, Bridgewater Associates, Lp's biggest client group is pooled investment vehicles. Around 65% of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bridgewater Associates, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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