Bridgewater Associates, Lp
- Regulatory AUM
- $150B
- Discretionary
- $150B
- Clients
- 93
- Avg AUM / client
- $1.6B
- Accounts
- 133
- Employees
- 1,135
AUM over time
Annual snapshots from Form ADV filings · as of May 15, 2026
Asset allocation (SMA assets by investment type)
as of May 15, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 clients | $11.7M | 0.01% |
| Pooled investment vehicles (non-investment companies) | 73 | $115B | 76.4% |
| Pension and profit sharing plans | 7 | $5.3B | 3.54% |
| Charitable organizations | Fewer than 5 clients | $683M | 0.46% |
| State or municipal government entities | Fewer than 5 clients | $8.0B | 5.3% |
| Sovereign wealth funds and foreign official institutions | 6 | $8.9B | 5.89% |
| Other | 7 | $12.6B | 8.39% |
Private funds (36)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $143B combined gross assets
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Alaska Electrical Pension Plan Joint Board Of Trustees Alaska Electrical Pension Fund | 2024 | |
| The Bank Of America Pension Plan Bank Of America Corporation | 2024 |
People (16)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Prince, Robert, Paul | Co Chief Investment Officer | Mar 1986 (40y) | ≈ 14.06% – 50% via Bridgewater Associates Holdings, Llc | |
| Jensen, Gregory, Scott | Co Chief Investment Officer | Nov 2004 (22y) | Less than 5% | |
| Yurko, Tracey, Brady | Chief Legal Officer & Secretary | Jun 2017 (9y) | Less than 5% | |
| Pasciucco, Gerard | Head Of Finance And Strategy | Mar 2021 (5y) | Less than 5% | |
| Bar Dea, Nir | Chief Executive Officer | Jan 2022 (5y) | Less than 5% | |
| Anderson, Richard, Hale | Operating Board Member | Sep 2022 (4y) | GP / trustee / elected manager of Bridgewater Associates Holdings, Llc (indirect) | |
| Beilock, Sian, Leah | Operating Board Member | Sep 2022 (4y) | GP / trustee / elected manager of Bridgewater Associates Holdings, Llc (indirect) | |
| Cook, Margo, Lynn | Operating Board Member | Sep 2022 (4y) | GP / trustee / elected manager of Bridgewater Associates Holdings, Llc (indirect) | |
| Dalio, Raymond, Thomas | Operating Board Member / Bridgewater Associates Holdings, Llc Manager | Sep 2022 (4y) | GP / trustee / elected manager of Bridgewater Associates Holdings, Llc (indirect) | |
| Haskel, James, Lee | Operating Board Member | Sep 2022 (4y) | GP / trustee / elected manager of Bridgewater Associates Holdings, Llc (indirect) | |
| Mcgavick, Michael, Sean | Operating Board Member | Sep 2022 (4y) | GP / trustee / elected manager of Bridgewater Associates Holdings, Llc (indirect) | |
| Nalbantoglu, Osman, Nuri | Operating Board Member | Sep 2022 (4y) | GP / trustee / elected manager of Bridgewater Associates Holdings, Llc (indirect) | |
| Karniol Tambour, Karen | Co Chief Investment Officer | Jan 2023 (4y) | Less than 5% | |
| Glotzer, Esq., Helene, Tami | Operating Board Member | Jan 2024 (3y) | GP / trustee / elected manager of Bridgewater Associates Holdings, Llc (indirect) | |
| Warner, Jason, Curtis | Operating Board Member | Jan 2024 (3y) | GP / trustee / elected manager of Bridgewater Associates Holdings, Llc (indirect) | |
| Kitson, Michael, Anthony | Chief Compliance Officer And Counsel | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bridgewater Associates Intermediate Holdings, Lp | General Partner & Limited Partner | Jul 2010 | A | 75% or more |
| Trustco Llc | Limited Partner | Apr 2015 | A | 10% – 25% |
| Bridgewater Associates Holdings, Llc | General Partner | Jul 2010 | B | ≈ 56.25% – 100% via Bridgewater Associates Intermediate Holdings, Lp |
| Bridgewater Associates Intermediate Holdings, Lp | 100% Owner Of Trustco Llc | Apr 2015 | B | ≈ 7.5% – 25% via Trustco Llc |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Prince, Robert, Paul: 25% – 50% of Bridgewater Associates Holdings, Llc × 75% – 100% of Bridgewater Associates Intermediate Holdings, Lp × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Bridgewater Associates Holdings, Llc: 75% – 100% of Bridgewater Associates Intermediate Holdings, Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Bridgewater Associates Intermediate Holdings, Lp: 75% – 100% of Trustco Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (36, $143B gross assets)
Top 25 of 36 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Alaska Electrical Pension Plan | Joint Board Of Trustees Alaska Electrical Pension Fund | 3,855 | $2.1B | 01/01/2024 |
| The Bank Of America Pension Plan | Bank Of America Corporation | 51,062 | $19.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 12.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • INVESTMENT ADVISORY SUPPORT SERVICES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- BNY Mellon $26.3B (18% of AUM) May 2026
- J.P. Morgan $3.8B (2% of AUM) Jan 2021
- State Street $3.6B (2% of AUM) Jan 2021
- Northern Trust $3.6B (2% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗