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BRIDGEWATER ASSOCIATES, LP
CRD 105129File 801-35875
APPROVED
Custody
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$150.16B
Top 10% of cohort (national)
Discretionary AUM
$150.16B
Clients
86
133 accounts
Employees
1,135
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 12, 1990
- Principal office
- ONE NYALA FARMS ROAD, WESTPORT, CT, 06880
- Phone
- 203-226-3030
- Website
- HTTP://WWW.BRIDGEWATER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $150.16B
- Discretionary AUM
- $150.16B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 133
- Non-discretionary accounts
- 0
- Total accounts
- 133
- AUM per client
- $1.75B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | 6 | $8.85B |
| Charitable organizations | Fewer than 5 | $683.4M |
| Pooled investment vehicles | 73 | $114.73B |
| Banking or thrift institutions | Fewer than 5 | $11.7M |
| Pension and profit sharing plans | 7 | $5.32B |
| State or municipal government entities | Fewer than 5 | $7.96B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — INVESTMENT ADVISORY SUPPORT SERVICES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 93 | 86 | decreased by7 |
| Apr 1, 2026 | Employees | 1,216 | 1,135 | decreased by81 |
| Apr 1, 2026 | Clients | 90 | 93 | increased by3 |
| Apr 1, 2026 | AUM | $136,491,664,458 | $150,159,985,476 | increased by$13,668,321,018 |
| Apr 1, 2026 | Accounts | 130 | 133 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,147 | 1,216 | increased by69 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 107 | 90 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $235,542,378,467 | $136,491,664,458 | decreased by$99,050,714,009 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 139 | 130 | decreased by9 |
| Apr 1, 2022 | Employees | 1,251 | 1,147 | decreased by104 |
| Apr 1, 2022 | Clients | 105 | 107 | increased by2 |
| Apr 1, 2022 | AUM | $223,014,045,848 | $235,542,378,467 | increased by$12,528,332,619 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRIDGEWATER ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIDGEWATER ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.