RIA Intel›Advisers›Connecticut›BRIDGEWATER ASSOCIATES, LP

BRIDGEWATER ASSOCIATES, LP

Institutional

N·WESTPORT, CT

Data as of Jan 16, 2026 · Source: SEC Form ADV

Total AUM

$136.5B

1-Year AUM Growth

-12.7%

3-Year CAGR

-8.3%

Employees

254

Assets Under Management

Total AUM$136.5B

Discretionary AUM$136.5B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients96

Team

Total Employees254

Investment Advisers1,216

Employee Growth (1Y)-32.3%

Private Funds

Number of Private Funds40

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record66

First FilingJan 25, 2001

Latest FilingJan 16, 2026

🔒 Full AUM trend chart and 66 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BRIDGEWATER ASSOCIATES, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.