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BRIDGEWATER ASSOCIATES, LP

WESTPORT, CT · CRD 105129 · IAPD ↗ · soundcloud.com · 203-226-3030

$150.16BRegulatory AUM
255Advisory reps
1135Employees
0Clients
n/aPlanning clients
38Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — BRIDGEWATER ASSOCIATES, LP added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
32
August 2025 — BRIDGEWATER ASSOCIATES, LP notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
August 2025 — BRIDGEWATER ASSOCIATES, LP added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2025 — BRIDGEWATER ASSOCIATES, LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2025 — BRIDGEWATER ASSOCIATES, LP grew from 239 to 253 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — BRIDGEWATER ASSOCIATES, LP shrank from 353 to 239 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.