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BRIDGEWATER ASSOCIATES, LP

Business and Investment Profile

The BRIDGEWATER ASSOCIATES, LP is a privately held investment adviser that advises $149.96Bn in regulatory assets under management held in 3 SEC fund types across 6 investment strategies. BRIDGEWATER ASSOCIATES, LP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 36.14% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 36.57 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at ONE NYALA FARMS ROAD, WESTPORT, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 16 US and Non-US bodies.

Employee Profile

They have 1,135 employees comprised of 255 investment and 880 non-investment staff. The total number of Employees decreased by 9.27% over the last 5-years.

Asset Profile

Their $149.96Bn in assets advised are owned by 77 private funds, 1 public fund and BDCs and 13 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $127.07Bn or 84.74% of Total Assets and Sovereign Wealth Funds and Foreign Official Institutions own $8.85Bn or 5.9% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, Multi Strat and Commodities, representing 67.1%, 16.25% and 11.83% of total assets, respectively.

Client Profile

They advise 4 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Sovereign Wealth Funds and Foreign Official Institutions.

Service Provider Profile

The Group uses 2 Fund Administrators, 2 Fund Auditors, 6 Prime Brokers, 18 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, management fees and performance-based fees.

Sub-Advisers

BRIDGEWATER ASSOCIATES, LP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 5 funds.

Full profile: BRIDGEWATER ASSOCIATES, LP

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Keywords: Bridgewater Associates, Bridgewater
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