BRIDGEWATER ASSET MANAGEMENT LLC
CRD #169832 SEC #801-108560 CHESTERFIELD, MO 636-536-9936
SEC Registered
Total AUM
$298.5M
Discretionary
$298.1M
Employees
6
Clients
0
Accounts
1,165
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | NA | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | NA | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | NA | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | NA | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | NA | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | NA | Control |
| BRIDGEWATER HOLDCO, LLC | DE | MEMBER | E | Control |
| BRIDGEWATER HOLDCO, LLC | DE | MEMBER | E | Control |
| BRIDGEWATER HOLDCO, LLC | DE | MEMBER | E | Control |
| BRIDGEWATER HOLDCO, LLC | DE | MEMBER | E | Control |
| BRIDGEWATER HOLDCO, LLC | DE | MEMBER | E | Control |
| BRIDGEWATER HOLDCO, LLC | DE | MEMBER | E | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | D | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BALICE, ROBERT, FRANCIS | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | C | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | C | Control |
| ROSS, THOMAS, LAKE | I | MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BRIDGEWATER LEGACY PARTNERS, LLC | DE | BRIDGEWATER HOLDCO, LLC | E | Control |
| BRIDGEWATER LEGACY PARTNERS, LLC | DE | BRIDGEWATER HOLDCO, LLC | E | Control |
| BRIDGEWATER LEGACY PARTNERS, LLC | DE | BRIDGEWATER HOLDCO, LLC | E | Control |
| BRIDGEWATER LEGACY PARTNERS, LLC | DE | BRIDGEWATER HOLDCO, LLC | E | Control |
| BRIDGEWATER LEGACY PARTNERS, LLC | DE | BRIDGEWATER HOLDCO, LLC | E | Control |
| BALICE, ROBERT, FRANCIS | I | BRIDGEWATER LEGACY PARTNERS, LLC | D | Control |
| BALICE, ROBERT, FRANCIS | I | BRIDGEWATER LEGACY PARTNERS, LLC | D | Control |
| BALICE, ROBERT, FRANCIS | I | BRIDGEWATER LEGACY PARTNERS, LLC | D | Control |
| BALICE, ROBERT, FRANCIS | I | BRIDGEWATER LEGACY PARTNERS, LLC | D | Control |
| BALICE, ROBERT, FRANCIS | I | BRIDGEWATER LEGACY PARTNERS, LLC | D | Control |
| ROSS, THOMAS, LAKE | I | BRIDGEWATER LEGACY PARTNERS, LLC | D | Control |
| ROSS, THOMAS, LAKE | I | BRIDGEWATER LEGACY PARTNERS, LLC | D | Control |
| ROSS, THOMAS, LAKE | I | BRIDGEWATER LEGACY PARTNERS, LLC | D | Control |
| ROSS, THOMAS, LAKE | I | BRIDGEWATER LEGACY PARTNERS, LLC | D | Control |
| ROSS, THOMAS, LAKE | I | BRIDGEWATER LEGACY PARTNERS, LLC | D | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (11)
AZ CA CO FL GA IL MI MO NE NY TX
Address
16150 MAIN CIRCLE DRIVESUITE 210
CHESTERFIELD, MO 63017
United States
Phone: 636-536-9936