Brigdgewater Capital Advisors, LLC (Minneapolis)


Brigdgewater Capital Advisors, LLC is a large advisory firm based in Minneapolis. It manages $85.36 million of regulatory assets for 169 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, California, Florida, Illinois, and Minnesota.

Logo



Brigdgewater Capital Advisors provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brigdgewater Capital Advisors: assets under management

The assets under management (AUM) of Brigdgewater Capital Advisors, LLC is $85.36 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $81.36 million in discretionary accounts and $4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $487.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brigdgewater Capital Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minneapolis

The principal office where Brigdgewater Capital Advisors, LLC performs its advisory services is located at 510 1 St Ave N., Suite 202, Minneapolis, MN 55403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (612)341-2212 or by fax 612-341-2722. The normal business hours are 7:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.bridgewaterca.com.