Bridgeway Wealth Partners LLC

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Assets, Funds, Holdings

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Bridgeway Wealth Partners LLC
CRD #299810
SEC #801-114569
CIK #
AUM
Employees 11 (82% Investors, 9% Brokers)
Phone212-729-7908
Address750 Lexington Avenue
New York, NY 10022
Source [IAPD] [Website]
Total AUM ($M)
3502802101407002010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
PE BWAY SPV 1 LLC [2023-03-31] 1.4 1.4
PE BWAY SPV 2 LLC [2023-03-31] 1.5 1.5
PE BWAY SPV 3 LLC [2023-03-31] 1.9 1.9
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 500 140.6
(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 4 5.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 1 1.1
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 516 146.7
By Discretionary
Discretionary 500 140.6
Non-Discretionary 16 6.1
Total 516 146.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 146.7
Total 516 146.7
Form D Directors # Filings # Firms 2011 - 2025
Gilbert Dunham 5
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