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BRIDGEWAY CAPITAL MANAGEMENT, LLC
CRD 111441File 801-44394
APPROVED
Retail clients
Custody
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.25B
Top 25% of cohort (national)
Discretionary AUM
$4.25B
Clients
20
23 accounts
Employees
23
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 2, 1993
- Principal office
- 20 GREENWAY PLAZA, STE 930, HOUSTON, TX, 77046
- Phone
- 713-661-3500
- Website
- HTTPS://WWW.BRIDGEWAY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.25B
- Discretionary AUM
- $4.25B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 23
- Non-discretionary accounts
- 0
- Total accounts
- 23
- AUM per client
- $212.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 8 | $4.13B |
| Charitable organizations | Fewer than 5 | $12.3M |
| High net worth individuals | 10 | $70.3M |
| Pooled investment vehicles | 1 | $29.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 | 23 | 20 | decreased by3 |
| Apr 1, 2026 | Employees | 27 | 23 | decreased by4 |
| Apr 1, 2026 | Clients | 34 | 23 | decreased by11 |
| Apr 1, 2026 | AUM | $4,028,080,229 | $4,251,702,444 | increased by$223,622,215 |
| Apr 1, 2026 | Accounts | 32 | 23 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 34 | 27 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 30 | 34 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,440,236,035 | $4,028,080,229 | decreased by$1,412,155,806 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 30 | 32 | increased by2 |
| Apr 1, 2022 | Clients | 32 | 30 | decreased by2 |
| Apr 1, 2022 | AUM | $4,795,458,551 | $5,440,236,035 | increased by$644,777,484 |
| Apr 1, 2022 | Accounts | 32 | 30 | decreased by2 |
| 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 “BRIDGEWAY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIDGEWAY CAPITAL” 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.