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| Bridgewater Associates LP
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| |
|---|---|
| CRD # | 105129 |
| SEC # | 801-35875 |
| CIK # | 0001350694 |
| AUM | $171.8 BB (2024-03-29) |
| Employees | 1,166 (30% Investors, 0% Brokers) |
| Phone | 203-226-3030 |
| Address | One Nyala Farms Road Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Bridgewater Active Sustainable Equities LP | [2024-02-23] | 0.0 | 115.0 |
| HF | Bridgewater Asia Total Return Fund I Ltd | [2024-02-23] | 0.0 | 362.7 |
| HF | Bridgewater Implementation Fund IV LLC | [2023-02-21] | 0.1 | 111.9 |
| HF | Bridgewater Defensive Alpha Trading Company Ltd | [2022-11-22] | 395.8 | 1,284.5 |
| HF | BW Ccf-8A LP | 2022-05-16 | 551.2 | |
| HF | BW Ccf-8B Ltd | 2022-05-16 | 457.3 | |
| HF | BW CCF-5 Ltd | 2022-02-25 | 552.8 | |
| HF | Bridgewater All Weather Sustainability LP | [2021-11-19] | 288.6 | 492.5 |
| HF | BW-M PA 24 Ltd | [2021-11-19] | 148.6 | 1,420.6 |
| HF | Bridgewater All Weather Portfolio Trading II 15 Ltd | [2019-12-06] | 3,302.4 | 3,195.1 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 68 | 148.4 |
| (g) Pension and profit sharing plans | 11 | 4.3 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 8 | 6.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 8 | 16.6 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 6 | 20.2 |
| Total | 143 | 196.8 |
| By Discretionary | ||
| Discretionary | 143 | 196.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 143 | 196.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 141.5 | |
| United States Persons | 55.4 | |
| Total | 143 | 196.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Ronan Guilfoyle | 345 | ||
| Jennifer Collins | 220 | ||
| Russell Burt | 104 | ||
| Dermot Butler | 47 | ||
| Kevin Campbell | 19 | ||
| Humphry Leue | 43 | ||
| Gregory Jensen | 49 | ||
| Robert Prince | 47 | ||
| Raymond Dalio | 37 | ||
| Karen Karnioltambour | 35 | ||
| David McCormick | 21 | ||
| Eileen Murray | 20 | ||
| Greg Jensen | 20 | ||
| Peter La Tronica | 16 | ||
| Bridgewater Associates LP | 7 | ||
| Bridgewater Funds GP Ltd | 5 | ||
| Bridgewater Funds GP LLC | 3 | ||
| Karen Karnioltambou | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001350694] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Towers Watson Investment Services Inc
✚
|
IL | 51.4 |
|
Black Creek Investment Management Inc
✚
|
9.4 | |
|
Vibrant Capital Partners Inc
✚
|
NY | 7.9 |
|
China Asset Management Hong Kong Limited
✚
|
7.2 | |
|
One River Asset Management LLC
✚
|
CT | 4.0 |
|
American Realty Advisors LLC
✚
|
CA | 3.4 |
|
Coinbase Asset Management LLC
✚
|
CT | 0.3 |
|
Marketfield Asset Management LLC
✚
|
CT | 0.2 |
|
Telsey Consumer Fund Management LP
✚
|
NY | 0.0 |
|
Kingsbarn Capital Management LLC
✚
|
NV | 0.0 |