Bridgewater Associates, LP

Registered investment adviser · Westport, CT · CRD #105129

Form ADV data as of 2026-09-01

Regulatory assets

$150.16 billion

Total accounts

133

Employees

1,135

Disclosure events

Firm details

Website: https://soundcloud.com/bridgewater-associates
Telephone: 203-226-3030
SEC file number: 801-35875
Most recent Form ADV filing: 2026-08-18
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$150.16 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$150.16 billion
Discretionary accounts	133
Non-discretionary accounts	0
Total accounts	133
Regulatory assets under management attributable to non-U.S. persons	$104.86 billion

People

Total employees (excluding clerical)	1,135
Employees performing investment advisory functions (including research)	255
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$121.94 billion
Clients for whom the firm has custody	83
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$5.28 billion
Clients for whom a related person has custody	9
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	20

How the firm is compensated

A percentage of assets under managementPerformance-based feesOther

Advisory services offered

Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPublication of periodicals or newslettersEducational seminars/workshopsOther

Other business activities

Commodity pool operator or commodity trading advisor

Affiliated related persons

Other investment adviser (including financial planners)Sponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Recommends securities for which it serves as underwriter or general partner
Recommends brokers or dealers to clients
Receives soft dollar benefits
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Banking or thrift institutions	Not reported	$11.7 million
Pooled investment vehicles (other than investment companies and BDCs)	73	$114.73 billion
Pension and profit sharing plans (not the participants or government plans)	7	$5.32 billion
Charitable organizations	Not reported	$683.4 million
State or municipal government entities (including government pension plans)	Not reported	$7.96 billion
Sovereign wealth funds and foreign official institutions	6	$8.85 billion
Other	7	$12.60 billion