DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bridgewater Associates, LP
Latest filing Aug 18, 2026
First filing on the tape Apr 2, 2012 · 57 filings
SEC status approved since Jan 12, 1990
RAUM
$150B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1,135
255 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
38
reported on Schedule D
History
57 filings and snapshots on the tape
RAUM$150B as of Aug 18, 2026
Apr 2, 2012$121B then
HNW client RAUM$0 as of Aug 18, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Aug 18, 2026
Apr 2, 20120 then
Employees (5.A)1,135 as of Aug 18, 2026
Mar 28, 20131,256 then
Private funds38 as of Aug 18, 2026
Apr 2, 201236 then
RAUM +10% over the last fiscal year-8.6% a year over threeIARs 0 to 0offices 1 to 5
Practice profile
derived from the filing of Aug 18, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.1BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +10%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, publications, educational seminars, otherreportedItem 5.G
- Custody
- $122B, 83 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$115B83%
- Sovereign wealth funds$8.9B6.4%
- State and municipal entities$8.0B5.8%
- Pension and profit-sharing plans$5.3B3.9%
- Charitable organizations$683M0.5%
- Banks and thrifts$11.7M0.0%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 7reported
- Charitable clients
- n/areported
- Accounts
- 133reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $122B for 83 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.76 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
60 reported on Schedule D 7.B.(1)
All funds of Bridgewater Associates, LP
Owners and control persons
Schedule A and B, latest filing
- Nir Bar Dea · Chief Executive Officercontrolsince 01/2022 · owns less than 5%
- Scott Gregory Jensen · Co-Chief Investment Officercontrolsince 11/2004 · owns less than 5%
- Karen Karniol-Tambour · Co-Chief Investment Officercontrolsince 01/2023 · owns less than 5%
- Anthony Michael Kitson · Chief Compliance Officer And Counselcontrolsince 03/2024 · owns less than 5%
- Gerard Pasciucco · Head Of Finance And Strategycontrolsince 03/2021 · owns less than 5%
- Paul Robert Prince · Co-Chief Investment Officercontrolsince 03/1986 · owns less than 5%
- Brady Tracey Yurko · Chief Legal Officer & Secretarycontrolsince 06/2017 · owns less than 5%
- Thomas Raymond Dalio · Operating Board Member / Bridgewater Associates Holdings, LLC Managercontrolsince 09/2022 · owns F of Bridgewater Associates Holdings, LLC
- Scott Gregory Jensen · Operating Board Member / Bridgewater Associates Holdings, LLC Managercontrolsince 09/2022 · owns F of Bridgewater Associates Holdings, LLC
- Paul Robert Prince · Operating Board Member / Bridgewater Associates Holdings, LLC Managercontrolsince 09/2022 · owns 25% to 50% of Bridgewater Associates Holdings, LLC
- Hale Richard Anderson · Operating Board Membersince 09/2022 · owns F of Bridgewater Associates Holdings, LLC
- Nir Bar Dea · Operating Board Membersince 09/2022 · owns F of Bridgewater Associates Holdings, LLC
- Leah Sian Beilock · Operating Board Membersince 09/2022 · owns F of Bridgewater Associates Holdings, LLC
- Lynn Margo Cook · Operating Board Membersince 09/2022 · owns F of Bridgewater Associates Holdings, LLC
- Tami Helene Esq. Glotzer · Operating Board Membersince 01/2024 · owns F of Bridgewater Associates Holdings, LLC
- Lee James Haskel · Operating Board Membersince 09/2022 · owns F of Bridgewater Associates Holdings, LLC
- Sean Michael Mcgavick · Operating Board Membersince 09/2022 · owns F of Bridgewater Associates Holdings, LLC
- Nuri Osman Nalbantoglu · Operating Board Membersince 09/2022 · owns F of Bridgewater Associates Holdings, LLC
- Curtis Jason Warner · Operating Board Membersince 01/2024 · owns F of Bridgewater Associates Holdings, LLC
Entity owners
- Bridgewater Associates Intermediate Holdings, LP · General Partner & Limited Partnerdirect · owns 75% or more
- Bridgewater Associates Holdings, LLC · General Partnerindirect · owns 75% or more of Bridgewater Associates Intermediate Holdings, LP
- Bridgewater Associates Intermediate Holdings, LP · 100% Owner Of Trustco LLCindirect · owns 75% or more of Trustco LLC
- Trustco LLC · Limited Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Bridgewater (China) Investment Management Co. Ltd.pooled vehicle sponsory
- Bridgewater Associates (Singapore) Management, Pte. Ltd.investment advisery
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Private funds · 37 to 38Mar 30, 2026 to May 15, 2026
- Accounts · 130 to 133Jan 16, 2026 to Mar 30, 2026
- Advisory employees · 254 to 255Jan 16, 2026 to Mar 30, 2026
- Pooled vehicle clients · 69 to 73Jan 16, 2026 to Mar 30, 2026
- Assets in custody · $115B to $122BJan 16, 2026 to Mar 30, 2026
- Employees · 1,216 to 1,135Jan 16, 2026 to Mar 30, 2026
- Other offices · 4 to 5Jan 16, 2026 to Mar 30, 2026
- Private funds · 40 to 37Jan 16, 2026 to Mar 30, 2026
- Discretionary RAUM · $136B to $150BJan 16, 2026 to Mar 30, 2026
- Pension RAUM · $3.7B to $5.3BJan 16, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $98B to $115BJan 16, 2026 to Mar 30, 2026
- RAUM · $136B to $150BJan 16, 2026 to Mar 30, 2026
- Private funds · 39 to 40Nov 24, 2025 to Jan 16, 2026
- Private funds · 41 to 39Jul 21, 2025 to Nov 24, 2025
- Advisory employees · 253 to 254May 20, 2025 to Jul 21, 2025
- Financial planning clients · unset to May 20, 2025 to Jul 21, 2025
- Other offices · 1 to 4May 20, 2025 to Jul 21, 2025
- Private funds · 38 to 41Mar 28, 2025 to May 20, 2025
- Accounts · 133 to 130Jan 24, 2025 to Mar 28, 2025
- Advisory employees · 239 to 253Jan 24, 2025 to Mar 28, 2025
- Advisory activities · 4 to 5Jan 24, 2025 to Mar 28, 2025
- Pension plan clients · 10 to 7Jan 24, 2025 to Mar 28, 2025
- Pooled vehicle clients · 60 to 69Jan 24, 2025 to Mar 28, 2025
- Assets in custody · $151B to $115BJan 24, 2025 to Mar 28, 2025
- Employees · 1,196 to 1,216Jan 24, 2025 to Mar 28, 2025
- Other offices · 0 to 1Jan 24, 2025 to Mar 28, 2025
- Discretionary RAUM · $172B to $136BJan 24, 2025 to Mar 28, 2025
- Pension RAUM · $4.3B to $3.7BJan 24, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $121B to $98BJan 24, 2025 to Mar 28, 2025
- RAUM · $172B to $136BJan 24, 2025 to Mar 28, 2025
- Private funds · 36 to 38Nov 22, 2024 to Jan 24, 2025
- Private funds · 35 to 36Mar 29, 2024 to Nov 22, 2024
- Accounts · 143 to 133Feb 23, 2024 to Mar 29, 2024
- Advisory employees · 353 to 239Feb 23, 2024 to Mar 29, 2024
- Pension plan clients · 11 to 10Feb 23, 2024 to Mar 29, 2024
- Pooled vehicle clients · 68 to 60Feb 23, 2024 to Mar 29, 2024
- Assets in custody · $173B to $151BFeb 23, 2024 to Mar 29, 2024
- Employees · 1,166 to 1,196Feb 23, 2024 to Mar 29, 2024
- Private funds · 37 to 35Feb 23, 2024 to Mar 29, 2024
- Discretionary RAUM · $197B to $172BFeb 23, 2024 to Mar 29, 2024
Signals
15 dated events
- Anthony Michael Kitson (Chief Compliance Officer And Counsel) appeared on Schedule A of Bridgewater Associates, LpMar 29, 2024 · Control person joined · fact
- Albert Richard Falkenrath (Chief Administrative Officer) no longer on Schedule A of Bridgewater Associates, Lp (listed 2022-11-22, absent 2023-02-21)Feb 21, 2023 · Control person left · inference
- Karen Karniol-Tambour (Co-Chief Investment Officer) appeared on Schedule A of Bridgewater Associates, LpFeb 21, 2023 · Control person joined · fact
- Harold David Mccormick (Chief Executive Officer) no longer on Schedule A of Bridgewater Associates, Lp (listed 2021-11-19, absent 2022-01-20)Jan 20, 2022 · Control person left · inference
- Thomas Mark Bertolini (Co-Chief Executive Officer) appeared on Schedule A of Bridgewater Associates, LpJan 20, 2022 · Control person joined · fact
- John Timothy Dalby (Chief Financial Officer) no longer on Schedule A of Bridgewater Associates, Lp (listed 2021-03-30, absent 2021-07-09)Jul 9, 2021 · Control person left · inference
- Nir Bar Dea (Deputy Chief Executive Officer) appeared on Schedule A of Bridgewater Associates, LpMar 30, 2021 · Control person joined · fact
- Gerard Pasciucco (Head Of Finance And Strategy) appeared on Schedule A of Bridgewater Associates, LpMar 30, 2021 · Control person joined · fact
- Osman Nalbantoglu (Management Committee Member) no longer on Schedule A of Bridgewater Associates, Lp (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- James Brian Kreiter (Chief Operating Officer) no longer on Schedule A of Bridgewater Associates, Lp (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Kenneth John Halvey (General Counsel) no longer on Schedule A of Bridgewater Associates, Lp (listed 2020-11-16, absent 2021-01-29)Jan 29, 2021 · Control person left · inference
- Albert Richard Falkenrath (Chief Administrative Officer) appeared on Schedule A of Bridgewater Associates, LpMar 30, 2020 · Control person joined · fact
- James Brian Kreiter (Chief Operating Officer) appeared on Schedule A of Bridgewater Associates, LpMar 30, 2020 · Control person joined · fact
- Katherine Eileen Murray (Co-Chief Executive Officer) no longer on Schedule A of Bridgewater Associates, Lp (listed 2019-12-06, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- John Timothy Dalby (Chief Financial Officer) appeared on Schedule A of Bridgewater Associates, LpAug 9, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Bridgewater Associates, LP · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/BRIDGEWATER-ASSOCIATESreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BRIDGEWATER.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 203-226-3030reportedpublic record, Form ADV, Aug 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026