SA

Seema Joglekar Ackerman

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
34 clients
Average Client Portfolio
$118.5M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
Minimum Annual Fee:$75,000

Bridgeway charges advisory fees based on a percentage of the account's market value or a combination of asset-based and performance-based fees. Fees are negotiable under certain circumstances. Clients separately incur custody fees and brokerage costs. The fee schedule varies by strategy, with minimum annual fees per account. For example, Emerging Markets Small-Cap and Global Opportunities strategies have a 1.25% fee across all asset levels, with a $10 million account minimum and a $125,000 minimum annual fee. Emerging Opportunities strategy has an asset-based fee of 1.00% per year and performance-based fees. Clients must give 30 days' written notice to terminate the investment advisory agreement.

Areas of Practice
Investment ManagementSocially Responsible Investing
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Advisor Information

Office location

20 Greenway Plaza, Ste 450, Houston, TX, 77046

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Seema is the Head of Distribution, Marketing, and Client Service at Bridgeway Capital Management, LLC, an asset management firm. She dedicates full-time hours to this role.

Employment History
Current Registrations
Bridgeway Capital Management, LLC
March 2025 - Present · 10 mos
Foreside Fund Services, LLC
February 2025 - Present · 11 mos
Foreside Fund Services, LLCBroker
February 2025 - Present · 11 mos
Previous Registrations
Blackrock Investments, LLCBroker
July 2021 - October 2024 · 3 yrs 3 mos
Blackrock Investment Management, LLC
June 2021 - October 2024 · 3 yrs 4 mos
Oxford Financial Group, Ltd
December 2017 - May 2021 · 3 yrs 5 mos
Goldman Sachs & CO. LLC Broker
June 2007 - November 2017 · 10 yrs 5 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.