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.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 73 | $114,726,390,587 | 76.4% |
| Other clients | 7 | $12,603,996,043 | 8.4% |
| Sovereign wealth & foreign institutions | 6 | $8,851,824,386 | 5.9% |
| Government entities | Fewer than 5 | $7,963,376,064 | 5.3% |
| Retirement plans | 7 | $5,319,372,308 | 3.5% |
| Charities | Fewer than 5 | $683,365,424 | 0.5% |
| Banks & thrifts | Fewer than 5 | $11,660,664 | 0.0% |
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 fundsThe 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.
BLBAWAHedge Fund · Last reported Apr 2, 2012$1.81BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-6053907311
- Reported beneficial owners
- 25
- Minimum commitment
- $1.03M
Form ADV 606132 · Apr 2, 2012 · 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 ALL WEATHER PLUS FUND, LTD.Hedge Fund · Last reported Jul 21, 2025$1.55BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLC
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
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MACQUARIE FUTURES USA LLC
LEI 549300H8XV7W7WR2RX20
MIZUHO SECURITIES USA LLC
SEC 8-37710
SG AMERICAS SECURITIES, LLC
SEC 8-66125
SOCIETE GENERALE INTERNATIONAL LIMITED
LEI 0IKLU6X1B10WK7X42C15
THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
Fund details & source
- Fund ID
- 805-5307306561
- Reported beneficial owners
- 1
- Minimum commitment
- $10M
Form ADV 1997923 · Jul 21, 2025 · 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 SHORT TERM INVESTMENT FUND I, LLCLiquidity Fund · Last reported Nov 9, 2015$919MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-9374730404
- Reported beneficial owners
- 14
- Minimum commitment
- $0
Form ADV 955299 · Nov 9, 2015 · 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 OPTIMAL PORTFOLIO@12% TRADING COMPANY, LTD.Hedge Fund · Last reported Mar 30, 2023$787MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 1323
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
GOLDMAN SACHS & CO. LLC
SEC 8-129
J.P. MORGAN SECURITIES LLC
SEC 8-35008
SG AMERICAS SECURITIES, LLC
SEC 8-66125
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
CITIGROUP GLOBAL MARKETS INC.
CRD 7059 · SEC 8-8177
J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008
Fund details & source
- Fund ID
- 805-5792620408
- Reported beneficial owners
- 5
- Minimum commitment
- $10M
- Form D file number
- 021-316730
- Form D file number
- 021-343443
Form ADV 1734474 · Mar 30, 2023 · 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 TVARS, LLCHedge Fund · Last reported Aug 24, 2017$588MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-9556352428
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 1136075 · Aug 24, 2017 · 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 EVENT RISK FUND II, LTD.Hedge Fund · Last reported Jul 21, 2025$470MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 1323
GOLDMAN SACHS & CO. LLC
SEC 8-129
THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-3244284990
- Reported beneficial owners
- 7
- Minimum commitment
- $100K
Form ADV 1997923 · Jul 21, 2025 · 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 EQUITY FUND, LLCHedge Fund · Last reported Mar 30, 2023$445MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177
GOLDMAN SACHS & CO. LLC
SEC 8-129
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MERRILL LYNCH PROFESSIONAL CLEARING CORP.
SEC 8-33359
MORGAN STANLEY & CO. LLC
SEC 8-15869
THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
CITIGROUP GLOBAL MARKETS INC.
CRD 7059 · SEC 8-8177
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008
MERRILL LYNCH PROFESSIONAL CLEARING CORP.
CRD 16139 · SEC 8-33359
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-4120829656
- Reported beneficial owners
- 11
- Minimum commitment
- $0
Form ADV 1734474 · Mar 30, 2023 · 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 ROADWESTPORT, 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.