Bridgeway Capital Management, Llc
- Regulatory AUM
- $4.3B
- Discretionary
- $4.3B
- Clients
- 23
- Avg AUM / client
- $185M
- Accounts
- 23
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 10 | $70.3M | 1.65% |
| Investment companies | 8 | $4.1B | 97.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $29.0M | 0.68% |
| Charitable organizations | 1 | $12.3M | 0.29% |
| Other | 3 | $14.7M | 0.35% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $17.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bridgeway Emerging Markets Small Cap Fund (Master), Ltd master | Other Private Fund | Cayman Islands | $17.0M | 2 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Noland Ryan Montgomery | President, Chief Executive Officer And Co Chief Investment Officer | Jul 1993 (33y) | ≈ 37.5% – 75% via Bridgeway Investments, Inc. | |
| Giuffre, Linda, Gail | Chief Compliance Officer And Chief Operating Officer | May 2004 (22y) | Less than 5% | |
| Celestine, Von, Devanthini | Vice President, Treasurer And Secretary | Dec 2006 (20y) | Less than 5% | |
| Elena Khoziaeva | Director | CFA | Aug 2008 (18y) | GP / trustee / elected manager of Bridgeway Investments, Inc. (indirect) |
| Davis, Shannon, Sedgwick | Trustee | Dec 2020 (6y) | GP / trustee / elected manager of The Bridgeway Special Purpose Trust (indirect) | |
| Montgomery, Ann, Mckee | Director | Dec 2020 (6y) | GP / trustee / elected manager of Bridgeway Investments, Inc. (indirect) | |
| Ryan Alexander Bailey | Director And Chair Of The Board | CFA | Feb 2021 (6y) | GP / trustee / elected manager of Bridgeway Investments, Inc. (indirect) |
| Christine Liang Wang | Registered representative | CFA | Jul 2012 (14y) | |
| Seema Joglekar Ackerman | Registered representative | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bridgeway Investments, Inc. | Sole Member | Dec 2020 | A | 75% or more |
| Bridgeway Capital Management, Inc. Employee Stock Ownership Plan And Trust | Shareholder | Dec 2020 | B | GP / trustee / elected manager of Bridgeway Investments, Inc. (indirect) |
| The Bridgeway Special Purpose Trust | Shareholder | Dec 2020 | B | GP / trustee / elected manager of Bridgeway Investments, Inc. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- John Noland Ryan Montgomery: 50% – 75% of Bridgeway Investments, Inc. × 75% – 100% direct ≈ 37.5% – 75% 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 (1, $17.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bridgeway Emerging Markets Small Cap Fund (Master), Ltd | Other Private Fund | $17.0M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.21 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗