BRIDGEWATER ADVISORS INC.
Latest filing: Mar 15, 2025 (175 days ago)
AUM
$2,136,285,351
12% change vs. 1 year ago
9% change vs. 3 years ago
29% change vs. 5 years ago
69% change vs. 10 years ago
Employee Count
21
0% change vs. 1 year ago
11% change vs. 3 years ago
11% change vs. 5 years ago
24% change vs. 10 years ago
Main Office
NEW YORK, NY
600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, UNITED STATES, 10020
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.1 |
| Non-Discretionary | $0.0 |
| Total | $2.1 |
| Client | AUM |
|---|---|
| Retail | $2.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $2.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 195 | $0.1 |
| Average Individual AUM | $348,063 | |
| HNW | 345 | $2.0 |
| Average HNW AUM | $5,923,058 | |
| Retail Total | 540 | $2.1 |
| Average Retail AUM | $3,909,865 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.6 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.1 |
| Retail SMA AUM | $2.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 31% | $0.7 |
| Equity Non-Exch | 20% | $0.4 |
| Govt Agency | 10% | $0.2 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 34% | $0.7 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $2.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| MARZEN, LEO, VINCENT | MANAGING PARTNER |
| SMYTH, THOMAS, FRANCIS | CHIEF COMPLIANCE OFFICER/PARTNER |
| CAYS, JOSEFINE, TENEBACK | PARTNER |
| WEBER, JANE, HOLT | PARTNER |
| LECLERC, BARBARA, JEAN | CHIEF INVESTMENT OFFICER |
| THIBODEAU, ANN, MARIE | PARTNER |
| BRYAN, GABE, DEREK | PARTNER |
| PELZ, MATTHEW, D | PARTNER |
ADVDB.CO • SOURCE: SEC
Representatives
14 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| LEO MARZEN | NEW YORK | NY | S63|1990-07-12 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| THOMAS AGUIS | NEW YORK | NY | S66|2015-09-04 | CERTIFIED FINANCIAL PLANNER | |||||
| JANE WEBER | NEW YORK | NY | S66|2000-06-02 | CERTIFIED FINANCIAL PLANNER | |||||
| GABE BRYAN | NEW YORK | NY | S65|2007-03-30 | CERTIFIED FINANCIAL PLANNER | |||||
| SARA STOLLBERGER | NEW YORK | NY | CERTIFIED FINANCIAL PLANNER | ||||||
| ANN THIBODEAU | NEW YORK | NY | S63|1999-01-19 | ||||||
| MATTHEW PELZ | NEW YORK | NY | CERTIFIED FINANCIAL PLANNER | ||||||
| YANYING LIN | NEW YORK | NY | |||||||
| BENJAMIN BERNARD | NEW YORK | NY | S65|2008-01-04 | CERTIFIED FINANCIAL PLANNER | |||||
| JOSEFINE CAYS | NEW YORK | NY | CERTIFIED FINANCIAL PLANNER | ||||||
| BRYAN SPIGNER | NEW YORK | NY | S65|2018-07-26 | CERTIFIED FINANCIAL PLANNER | |||||
| BARBARA LECLERC | NEW YORK | NY | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | ||||||
| OLABODE ALADENIKA | NEW YORK | NY | S65|2023-04-03 | ||||||
| JACQUES FREEMAN | NEW YORK | NY | CERTIFIED FINANCIAL PLANNER | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $2.1 | $0.0 | 0% | 21 | 0 | 0% |
| 2025-04-21 | $2.1 | $0.0 | 0% | 21 | 0 | 0% |
| 2024-04-02 | $1.9 | $0.2 | 12% | 21 | 0 | 0% |
| 2023-04-04 | $1.9 | $0.2 | 11% | 20 | 1 | 5% |
| 2022-04-01 | $2.0 | $0.2 | 9% | 19 | 2 | 11% |
| 2021-04-05 | $1.7 | $0.5 | 29% | 19 | 2 | 11% |
| 2020-04-01 | $1.7 | $0.5 | 29% | 19 | 2 | 11% |
| 2019-04-01 | $1.3 | $0.8 | 61% | 16 | 5 | 31% |
| 2018-04-02 | $1.4 | $0.7 | 49% | 16 | 5 | 31% |
| 2017-04-01 | $1.3 | $0.9 | 70% | 16 | 5 | 31% |
| 2016-04-01 | $1.1 | $1.0 | 87% | 16 | 5 | 31% |
| 2015-04-01 | $1.3 | $0.9 | 69% | 17 | 4 | 24% |
| 2014-04-01 | $1.2 | $1.0 | 81% | 16 | 5 | 31% |
| 2013-04-01 | $0.9 | $1.2 | 126% | 13 | 8 | 62% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, AZ-04/05/2021, CA-03/15/2004, CO-11/14/2022, CT-01/08/1998, DC-02/24/2009, FL-02/24/2003, LA-11/14/2022, MA-02/27/2006, MD-03/31/2015, ME-01/06/2025, NC-04/05/2021, NH-03/15/2025, NJ-03/27/2001, NY-01/31/1995, OH-11/14/2022, PA-02/19/2010, TX-03/28/2014, VA-02/27/2006, WA-03/30/2012 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV