Investment adviser · CRD 105129

BRIDGEWATER ASSOCIATES, LP

Investment adviser filing (IA)

WESTPORT, CT, United States · Form ADV filed Aug 18, 2026

Regulatory AUM
$150B
Form ADV · Item 5.F
Client accounts
133
Accounts, not individual clients
Employees
1,135
Reported in this filing
Advisory professionals
255
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles73$114,726,390,58776.4%
Other clients7$12,603,996,0438.4%
Sovereign wealth & foreign institutions6$8,851,824,3865.9%
Government entitiesFewer than 5$7,963,376,0645.3%
Retirement plans7$5,319,372,3083.5%
CharitiesFewer than 5$683,365,4240.5%
Banks & thriftsFewer than 5$11,660,6640.0%
Filing source

Form ADV 2125801 · Aug 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

BRIDGEWATER ALL WEATHER CHINA, LTD.Hedge Fund · Last reported Aug 18, 2026$332MGross asset value

Form D fundraising filings

Bridgewater All Weather China, Ltd.

Fund administrator THE BANK OF NEW YORK MELLON EVERETT, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP GEORGETOWN, GRAND CAYMAN, Cayman Islands
Auditor KPMG LLP NEW YORK, New York, United States
Custodian BNP PARIBAS SECURITIES CORP. NEW YORK, New York, United States Related to adviser: No
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian MACQUARIE FUTURES USA LLC NEW YORK, New York, United States Related to adviser: No
Custodian SG AMERICAS SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No
Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 1323

KPMG LLP
PCAOB 185

BNP PARIBAS SECURITIES CORP.
SEC 8-32682

BOFA SECURITIES, INC.
SEC 8-69787

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

GOLDMAN SACHS & CO. LLC
SEC 8-129

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MACQUARIE FUTURES USA LLC
LEI 549300H8XV7W7WR2RX20

SG AMERICAS SECURITIES, LLC
SEC 8-66125

THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Fund details & source
Fund ID
805-4030918595
Reported beneficial owners
1
Minimum commitment
$10M
Form D file number
021-297221

Form ADV 2125801 · Aug 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIDGEWATER DEFENSIVE ALPHA TRADING COMPANY, LTD.Hedge Fund · Last reported Aug 18, 2026$288MGross asset value

Feeder funds

Fund administrator THE BANK OF NEW YORK MELLON EVERETT, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Auditor KPMG LLP GEORGETOWN, Cayman Islands
Custodian BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian BNP PARIBAS SECURITIES CORP. NEW YORK, New York, United States Related to adviser: No
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian SG AMERICAS SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No
Custodian SOCIETE GENERALE NEW YORK, New York, United States Related to adviser: No
Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Marketer TENEO PARTNERS JAPAN LIMITED TOKYO, Japan Related to adviser: No
Prime broker BOFA SECURITIES, INC. NEW YORK, New York, United States
Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

KPMG LLP
PCAOB 1323

BARCLAYS CAPITAL INC.
SEC 8-41342

BNP PARIBAS SECURITIES CORP.
SEC 8-32682

BOFA SECURITIES, INC.
SEC 8-69787

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN SECURITIES LLC
SEC 8-35008

SG AMERICAS SECURITIES, LLC
SEC 8-66125

SOCIETE GENERALE
LEI O2RNE8IBXP4R0TD8PU41

THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

BOFA SECURITIES, INC.
CRD 283942 · SEC 8-69787

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source
Fund ID
805-1995378755
Reported beneficial owners
4
Minimum commitment
$10M
Form D file number
021-450994
Form D file number
021-451001

Form ADV 2125801 · Aug 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIDGEWATER DYNAMIC GLOBAL ASSETS TRADING COMPANY III, LPHedge Fund · Last reported Aug 18, 2026$271MGross asset value

Feeder funds

  • BRIDGEWATER DYNAMIC GLOBAL ASSETS FUND (CIC) III, LP
Fund administrator THE BANK OF NEW YORK MELLON EVERETT, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP GEORGETOWN, Cayman Islands
Custodian BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian BNP PARIBAS SECURITIES CORP. NEW YORK, New York, United States Related to adviser: No
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian DEUTSCHE BANK SECURITIES INC. NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian HSBC SECURITIES (USA) INC. NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian RBC CAPITAL MARKETS, LLC NEW YORK, New York, United States Related to adviser: No
Custodian SG AMERICAS SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No
Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Custodian WELLS FARGO SECURITIES, LLC CHARLOTTE, North Carolina, United States Related to adviser: No
Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 1323

BARCLAYS CAPITAL INC.
SEC 8-41342

BNP PARIBAS SECURITIES CORP.
SEC 8-32682

BOFA SECURITIES, INC.
SEC 8-69787

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

DEUTSCHE BANK SECURITIES INC.
SEC 8-17822

GOLDMAN SACHS & CO. LLC
SEC 8-129

HSBC SECURITIES (USA) INC.
SEC 8-41562

J.P. MORGAN SECURITIES LLC
SEC 8-35008

RBC CAPITAL MARKETS, LLC
SEC 8-45411

SG AMERICAS SECURITIES, LLC
SEC 8-66125

THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49

WELLS FARGO SECURITIES, LLC
SEC 8-65876

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Fund details & source
Fund ID
805-5964590690
Reported beneficial owners
1
Minimum commitment
$10M

Form ADV 2125801 · Aug 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIDGEWATER ABSOLUTE RETURN FIXED INCOME FUND II, LTD.Hedge Fund · Last reported Aug 18, 2026$228MGross asset value
Fund administrator THE BANK OF NEW YORK MELLON EVERETT, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP GEORGETOWN, Cayman Islands
Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 1323

THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49

Fund details & source
Fund ID
805-5656146182
Reported beneficial owners
1
Minimum commitment
$10M

Form ADV 2125801 · Aug 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIDGEWATER CHINA TOTAL RETURN FUND, LTD.Hedge Fund · Last reported Aug 18, 2026$226MGross asset value
Fund administrator THE BANK OF NEW YORK MELLON EVERETT, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian MACQUARIE FUTURES USA LLC NEW YORK, New York, United States Related to adviser: No
Custodian SG AMERICAS SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No
Custodian SOCIETE GENERALE NEW YORK, New York, United States Related to adviser: No
Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

BARCLAYS CAPITAL INC.
SEC 8-41342

BOFA SECURITIES, INC.
SEC 8-69787

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MACQUARIE FUTURES USA LLC
LEI 549300H8XV7W7WR2RX20

SG AMERICAS SECURITIES, LLC
SEC 8-66125

SOCIETE GENERALE
LEI O2RNE8IBXP4R0TD8PU41

THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source
Fund ID
805-6152042613
Reported beneficial owners
2
Minimum commitment
$10M

Form ADV 2125801 · Aug 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BW CCF-8B LTD.Hedge Fund · Last reported Aug 18, 2026$220MGross asset value
Fund administrator THE BANK OF NEW YORK MELLON EVERETT, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian SG AMERICAS SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No
Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

BARCLAYS CAPITAL INC.
SEC 8-41342

BOFA SECURITIES, INC.
SEC 8-69787

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN SECURITIES LLC
SEC 8-35008

SG AMERICAS SECURITIES, LLC
SEC 8-66125

THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source
Fund ID
805-9946034682
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 2125801 · Aug 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BRIDGEWATER ABSOLUTE RETURN FIXED INCOME FUND (CF1), LLCHedge Fund · Last reported Aug 18, 2026$195MGross asset value
Fund administrator THE BANK OF NEW YORK MELLON EVERETT, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No
Custodian BNP PARIBAS SECURITIES CORP. NEW YORK, New York, United States Related to adviser: No
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian DEUTSCHE BANK SECURITIES INC. NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian HSBC SECURITIES (USA) INC. NEW YORK, New York, United States Related to adviser: No
Custodian RBC CAPITAL MARKETS, LLC NEW YORK, New York, United States Related to adviser: No
Custodian SG AMERICAS SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No
Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Custodian WELLS FARGO SECURITIES, LLC CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

BARCLAYS CAPITAL INC.
SEC 8-41342

BNP PARIBAS SECURITIES CORP.
SEC 8-32682

BOFA SECURITIES, INC.
SEC 8-69787

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

DEUTSCHE BANK SECURITIES INC.
SEC 8-17822

GOLDMAN SACHS & CO. LLC
SEC 8-129

HSBC SECURITIES (USA) INC.
SEC 8-41562

RBC CAPITAL MARKETS, LLC
SEC 8-45411

SG AMERICAS SECURITIES, LLC
SEC 8-66125

THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

WELLS FARGO SECURITIES, LLC
SEC 8-65876

Fund details & source
Fund ID
805-1477626948
Reported beneficial owners
2
Minimum commitment
$10M

Form ADV 2125801 · Aug 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 18, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Performance-based

Principal office

ONE NYALA FARMS ROAD
WESTPORT, CT, 06880, United States

CRD 105129

Filing source

Form ADV 2125801 · Aug 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.