SourcingSourcing

BRIDGEWATER ASSOCIATES, LP

C42
CRD 105129·SEC 801-35875·WESTPORT, CT
AUM
$150.16B
$1B+
Est. Revenue
$1.50B
@ 1% on AUM
Est. EBITDA
$450.5M
@ 30% margin
Est. Deal Value
$3.60B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRIDGEWATER ASSOCIATES, LP
CRD
105129
SEC file #
801-35875
EIN
000000000
DBA names
—

Economics

AUM
$150.16B
AUM band
$1B+
AUM trajectory
'20'26
$234.86B → $150.16B▼ -36%
Client mix
Pooled Investment Vehicles73
Pension Profit Sharing Plans7
Other7
Sovereign Wealth Funds6

Operations

Employees (total)
1,135
Advisory staff (per ADV)
255
Advisory staff (5-yr trend)
'20'26
387 advisors → 255 advisors▼ -34%
Primary office
WESTPORT CT
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesPublication of periodicalsEducational Seminars Workshops
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
soundcloud.com/bridgewater-associates

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRIDGEWATER ASSOCIATES
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
BRIDGEWATER ASSOCIATES
BAR DEA, NIR
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SOUNDCLOUD.COM
Rdap Domain Creation Date
2005-07-25T10:33:38Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Gandi SAS

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
20
Form 5500 Total Participants
4,033
Form 5500 Total Compensation
60,861,301
Form 5500 Compensation Trajectory 3y
202560,861,301
20220
20240
Form 5500 Plan Count Trajectory 3y
202517
20242
20221
Schedule C Total Compensation
60,861,301
Schedule C Service Provider Rows
20

SEC EDGAR

Edgar Cik
0001574516
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2013-04-17
Edgar Last Filing Date
2026-04-27
Edgar Form D Count
15
Edgar Form D Offerings
2026-04-272026-04-27 · 0000905148-26-001853
2025-04-282025-04-28 · 0001574516-25-000001
Edgar Former Names
Bridgewater All Weather Major Markets, Ltd.

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs154
Bny Mellon117
Jpmorgan103
Northern Trust77
Wells Fargo32
Edgar Addresses
Mailing
MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Business
MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-04-27 · 0000905148-26-001853
D/A2025-04-28 · 0001574516-25-000001
Fee Schedule
Bracket X39
Bracket Iii17
Bracket V12
Bracket I11
Bracket Ix10
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-08T03:59:59Z
Rdap Domain Last Changed
2026-05-08T01:01:58Z
Rdap Nameservers
Ns-1445.awsdns-52.orgNs-1745.awsdns-26.co.ukNs-56.awsdns-07.comNs-799.awsdns-35.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (7)

7
BAR DEA, NIR
Executive Officer · 2.5%
7355534
DUFÉTEL, CÉLINE, SOLANGE
Executive Officer · 2.5%
6418939
JENSEN, GREGORY, SCOTT
Executive Officer · 2.5%
2830386
KARNIOL-TAMBOUR, KAREN
Executive Officer · 2.5%
7702719
KITSON, MICHAEL, ANTHONY
Executive Officer · 2.5%
5611782
PRINCE, ROBERT, PAUL
Executive Officer · 2.5%
1690745
YURKO, TRACEY, BRADY
Executive Officer · 2.5%
6917426