Bridgeway Capital Management, LLC
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Overview
Bridgeway Capital Management, LLC operates as a financial advisory firm located in Houston, Texas. It controls $3.9 billion in assets throughout 31 client accounts, making it one of the largest investment advisory firms in the nation by assets under management (AUM). The firm has a small team, including 12 financial advisors. Bridgeway Capital Management, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like options, stocks and bonds.
Bridgeway Capital Management, LLC oversees all of its client assets in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell choices for the client's account without needing to seek client permission. The advisory firm manages about $126.8 million in assets for each client account. An average advisor at Bridgeway Capital Management, LLC manages around three client accounts, placing it among the most personalized advisor firms in the country.
Bridgeway Capital Management, LLC's headquarters is located at 20 Greenway Plaza, Houston, Texas 77046. The company is registered to provide services to customers throughout a few states, including Illinois, New Hampshire and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bridgeway Capital Management, LLC by the Numbers
$3.9 billion
32
31
$126.8 million
Fee Structure
Fees for financial management largely vary depending on which services are provided. Fee types billed by the firm likely include some blend of the following fee types: asset-based or performance-based. Bridgeway Capital Management, LLC does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
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 company works with a number of different customers. The firm works with high net worth investors, investment companies, pooled investment vehicles, charitable organizations, state or municipal government entities and other. Out of its 31 accounts, Bridgeway Capital Management, LLC's largest client group is high net worth investors, but it also serves 11 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients reside abroad.
- High-Net-Worth Individuals* - 37.93%
- Other Individuals - 0%
- Corporations - 55.17%
- Charitable Organizations - 6.9%
* 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
Bridgeway Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bridgeway Capital Management, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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