Data / Investment advisers / New York / Bridgewater Advisors Inc.
Bridgewater Advisors Inc., New York, NY: $2.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bridgewater Advisors Inc. is an SEC registered investment adviser with its main office in New York, New York and reports $2.6 billion in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Bridgewater Advisors Inc. (CRD number 109826): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 109826
- SEC file number
- 801-48380
- SEC status
- Approved, effective January 1, 1995
- Main office
- 600 Fifth Avenue, 26th Floor, New York, NY 10020
- Phone
- (212) 221-5300
- Regulatory AUM
- $2,566,369,842 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $2,566,369,842
- Accounts
- 3,075
- Employees
- 24, of which 17 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 366 | $2.38 billion |
| Individuals (other than high net worth individuals) | 223 | $107.3 million |
| Corporations or other businesses | 5 | $36.8 million |
| Charitable organizations | 6 | $13.5 million |
| Investment companies | 1 | $4.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.57 billion | March 12, 2026 |
| December 1, 2025 | $2.14 billion | September 30, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Eversept Partners, L.P. | New York | $2.65 billion | 3 | adviserinfo.sec.gov |
| 26north Direct Lending | New York | $2.65 billion | Not listed | adviserinfo.sec.gov |
| Capital Four US Inc. | New York | $2.64 billion | 5 | adviserinfo.sec.gov |
| Avance Investment Management, LLC | New York | $2.62 billion | 11 | adviserinfo.sec.gov |
| ZMC Advisors, L.P. | New York | $2.58 billion | 11 | adviserinfo.sec.gov |
| Vestar Capital Partners, LLC | New York | $2.57 billion | 20 | adviserinfo.sec.gov |
| Brevet Capital Management, LLC | New York | $2.57 billion | 7 | adviserinfo.sec.gov |
| Aventail Capital Group, LP | New York | $2.55 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Bridgewater Advisors Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.