Private fund adviser · Westport, CT
Bridgewater Associates, LP
SEC-registered investment adviser · CRD 105129 · SEC 801-35875
At a glance
Bridgewater Associates, LP is an SEC-registered investment adviser based in Westport, Connecticut, with $150.2 billion in regulatory assets under management as of its Form ADV filed August 18, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 52nd of 4,686 private fund advisers and 184th of 17,210 SEC-registered advisers by assets.
Main office 203-226-3030bridgewater.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $150B
- Rank among private fund advisers
- #52 of 4,686
- Rank among all SEC RIAs
- #184 of 17,210
- Rank in Connecticut
- #3 of 507
- Clients
- 93
- Accounts
- 133
- Discretionary
- 100% of AUM
- Employees
- 1,135
- Advisory staff
- 255
- Offices
- 6
Owners and executives on its Form ADV
- Robert P. PrinceCo-Chief Investment Officer
- Gregory S. JensenCo-Chief Investment Officer
- Tracey B. YurkoChief Legal Officer & Secretary
- Nir Bar DeaChief Executive Officer
- Karen Karniol-TambourCo-Chief Investment Officer
- Michael A. KitsonChief Compliance Officer and Counsel
- Celine S. DufetelChief Financial Officer - Chief Operating Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 73 | $115B | 76% |
| Other | 7 | $13B | 8% |
| Sovereign wealth funds and foreign official institutions | 6 | $8.9B | 6% |
| State or municipal government entities | – | $8.0B | 5% |
| Pension and profit sharing plans | 7 | $5.3B | 4% |
| Charitable organizations | – | $683M | <1% |
| Banking or thrift institutions | – | $12M | <1% |
Private funds
Bridgewater Associates, LP reports 38 private funds with $127B in gross assets: hedge funds, liquidity funds (Form ADV Item 7.B).
Disciplinary disclosures
Bridgewater Associates, LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Periodicals or newsletters
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗bridgewater.com ↗
AtlasMembers
The full record on Bridgewater Associates, LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 148 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 6Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bridgewater Associates, LP manage?
Bridgewater Associates, LP reports $150.2 billion in regulatory assets under management across 133 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 18, 2026.
What kind of firm is Bridgewater Associates, LP?
Bridgewater Associates, LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Bridgewater Associates, LP’s clients?
By assets, its largest client types are pooled investment vehicles ($114.7 billion, 73 clients); other ($12.6 billion, 7 clients); sovereign wealth funds and foreign official institutions ($8.9 billion, 6 clients).
Does Bridgewater Associates, LP manage private funds?
Yes. It reports 38 private funds with $126.9 billion in gross assets, including hedge funds, liquidity funds.
Does Bridgewater Associates, LP have any disciplinary history?
Bridgewater Associates, LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bridgewater Associates, LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →