Bridgeway Capital Management, LLC
Assets Under Management
$4.0B
Number of Clients
34
Number of Advisors
4
Average Client AUM
$118.5M
AUM per Advisor
$1.0B
Compensation
Fee-Only (AUM)
About This Firm
Bridgeway Capital Management offers discretionary portfolio management services to institutions, registered investment companies, ETFs, high net worth individuals, pension plans, corporations, trusts, and non-profit organizations. They apply a statistical, evidence-based approach to money management across equity categories, considering ESG factors except for certain strategies.
Fee Structure
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
Location
20 Greenway Plaza, Ste 450, Houston, TX, 77046