SourcingSourcing

BRIDGEWAY CAPITAL MANAGEMENT, LLC

C43
CRD 111441·SEC 801-44394·HOUSTON, TX
AUM
$4.25B
$1B+
Est. Revenue
$42.5M
@ 1% on AUM
Est. EBITDA
$12.8M
@ 30% margin
Est. Deal Value
$102.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CRD
111441
SEC file #
801-44394
EIN
760409332
DBA names
—

Economics

AUM
$4.25B
AUM band
$1B+
AUM trajectory
'20'26
$7.66B → $4.25B▼ -44%
Client mix
Individuals High Net Worth10
Investment Companies8
Other3
Pooled Investment Vehicles1
Charitable Organizations1

Operations

Employees (total)
23
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
11 advisors → 7 advisors▼ -36%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/bridgeway-capital-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRIDGEWAY INVESTMENTS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
BRIDGEWAY INVESTMENTS, INC.
CELESTINE, VON, DEVANTHINI
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
fallback_guess:bridgeway.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
36
Form 5500 Total Compensation
45,508
Form 5500 Compensation Trajectory 3y
202545,508
20240
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Total Compensation
45,508
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001107261
Edgar Registered
Yes
Edgar Filing Count
138
Edgar First Filing Date
2000-02-17
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
110
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001107261-26-000004
Edgar Former Names
BRIDGEWAY CAPITAL MANAGEMENT INC
BRIDGEWAY CAPITAL MANAEMENT INC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
20 GREENWAY PLAZASUITE 930HOUSTON, TX 77046
Business
20 GREENWAY PLAZASUITE 930HOUSTON, TX 77046
Edgar EIN
760409332
Edgar Recent Filings
13F-HR2026-05-15 · 0001107261-26-000004
13F-HR2026-02-17 · 0001107261-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
MONTGOMERY, JOHN, NOLAND RYAN
IAR · Executive Officer · 2.5%
2393290
CELESTINE, VON, DEVANTHINI
Executive Officer · 2.5%
4865083
DARRAGH, BRIANNE
Executive Officer · 2.5%
8243206
GIUFFRE, LINDA, GAIL
Executive Officer · 2.5%
1794572
CHRISTINE LIANG WANG
IAR
6061348
ELENA KHOZIAEVA
IAR
5570743
SEEMA JOGLEKAR ACKERMAN
IAR
5329223