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BRIDGEWATER ADVISORS INC.

Company Details

Name: BRIDGEWATER ADVISORS INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 16 Mar 1992 (33 years ago) (Companies founded in March 1992)
Entity Number: 1621012
ZIP code: 06902 (Companies in New York, 06902)
County: New York
Place of Formation: New York
Address: 96 EMERY DRIVE, STAMFORD, CT, United States, 06902
Principal Address: 600 FIFTH AVENUE, 26TH FLR, NEW YORK, NY, United States, 10020

Shares Details

Shares issued 6000

Share Par Value 0

Type NO PAR VALUE

Central Index Key

CIK number Mailing Address Business Address Phone
1600319 600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10020 600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10020 212 221 5300

Filings since 2024-08-30

Form type N-PX
File number 028-16088
Filing date 2024-08-30
Reporting date 2024-06-30
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Filings since 2024-08-02

Form type 13F-HR
File number 028-16088
Filing date 2024-08-02
Reporting date 2024-06-30
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Filings since 2024-04-30

Form type 13F-HR
File number 028-16088
Filing date 2024-04-30
Reporting date 2024-03-31
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Filings since 2024-02-05

Form type 13F-HR
File number 028-16088
Filing date 2024-02-05
Reporting date 2023-12-31
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Filings since 2023-10-24

Form type 13F-HR
File number 028-16088
Filing date 2023-10-24
Reporting date 2023-09-30
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Filings since 2023-07-24

Form type 13F-HR
File number 028-16088
Filing date 2023-07-24
Reporting date 2023-06-30
File View File

Filings since 2023-04-13

Form type 13F-HR
File number 028-16088
Filing date 2023-04-13
Reporting date 2023-03-31
File View File

Filings since 2023-01-27

Form type 13F-HR
File number 028-16088
Filing date 2023-01-27
Reporting date 2022-12-31
File View File

Filings since 2022-10-28

Form type 13F-HR
File number 028-16088
Filing date 2022-10-28
Reporting date 2022-09-30
File View File

Filings since 2022-08-05

Form type 13F-HR
File number 028-16088
Filing date 2022-08-05
Reporting date 2022-06-30
File View File

Filings since 2022-05-05

Form type 13F-HR
File number 028-16088
Filing date 2022-05-05
Reporting date 2022-03-31
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Filings since 2022-02-07

Form type 13F-HR
File number 028-16088
Filing date 2022-02-07
Reporting date 2021-12-31
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Filings since 2021-11-02

Form type 13F-HR
File number 028-16088
Filing date 2021-11-02
Reporting date 2021-09-30
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Filings since 2021-08-06

Form type 13F-HR
File number 028-16088
Filing date 2021-08-06
Reporting date 2021-06-30
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Filings since 2021-05-20

Form type 13F-HR
File number 028-16088
Filing date 2021-05-20
Reporting date 2021-03-31
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Filings since 2014-08-14

Form type 13F-HR
File number 028-16088
Filing date 2014-08-14
Reporting date 2014-06-30
File View File

Filings since 2014-05-01

Form type 13F-HR
File number 028-16088
Filing date 2014-05-01
Reporting date 2014-03-31
File View File

Filings since 2014-02-21

Form type 13F-HR
File number 028-16088
Filing date 2014-02-21
Reporting date 2013-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BRIDGEWATER ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2023 133666115 2024-07-22 BRIDGEWATER ADVISORS, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2122215300
Plan sponsor’s address 600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10020

Signature of

Role Plan administrator
Date 2024-07-22
Name of individual signing JOSEFINE TENEBACK CAYS
BRIDGEWATER ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 133666115 2023-06-14 BRIDGEWATER ADVISORS, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2122215300
Plan sponsor’s address 600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10020

Signature of

Role Plan administrator
Date 2023-06-14
Name of individual signing JOSEFINE TENEBACK CAYS
BRIDGEWATER ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2021 133666115 2022-07-26 BRIDGEWATER ADVISORS, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2122215300
Plan sponsor’s address 600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10020

Signature of

Role Plan administrator
Date 2022-07-26
Name of individual signing JOSEFINE TENEBACK CAYS
BRIDGEWATER ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2020 133666115 2021-05-04 BRIDGEWATER ADVISORS, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2122215300
Plan sponsor’s address 600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10020

Signature of

Role Plan administrator
Date 2021-05-04
Name of individual signing JOSEFINE TENEBACK CAYS
BRIDGEWATER ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2019 133666115 2020-08-20 BRIDGEWATER ADVISORS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2122215300
Plan sponsor’s address 600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10020

Signature of

Role Plan administrator
Date 2020-08-20
Name of individual signing JOSEFINE TENEBACK CAYS
BRIDGEWATER ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2018 133666115 2019-09-24 BRIDGEWATER ADVISORS, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2122215300
Plan sponsor’s address 600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10020

Signature of

Role Plan administrator
Date 2019-09-24
Name of individual signing JOSEFINE TENEBACK CAYS
BRIDGEWATER ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2017 133666115 2018-05-25 BRIDGEWATER ADVISORS, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2122215300
Plan sponsor’s address 600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10020

Signature of

Role Plan administrator
Date 2018-05-24
Name of individual signing JOSEFINE TENEBACK CAYS
BRIDGEWATER ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2016 133666115 2017-07-20 BRIDGEWATER ADVISORS, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2122215300
Plan sponsor’s address 600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10020

Signature of

Role Plan administrator
Date 2017-07-20
Name of individual signing JOSEFINE TENEBACK CAYS

DOS Process Agent

Name Role Address
LEO V. MARZEN DOS Process Agent 96 EMERY DRIVE, STAMFORD, CT, United States, 06902

Chief Executive Officer

Name Role Address
LEO V MARZEN Chief Executive Officer 600 FIFTH AVENUE, 26TH FLR, NEW YORK, NY, United States, 10020

History

Start date End date Type Value
2014-03-17 2017-01-25 Address 150 EAST 69TH STREET, APT# 23J, NEW YORK, NY, 10021, USA (Type of address: Service of Process)
2009-12-02 2017-01-06 Shares Share type: NO PAR VALUE, Number of shares: 600, Par value: 0
2006-11-13 2012-04-26 Address 489 FIFTH AVENUE, 30TH FLOOR, NEW YORK, NY, 10017, USA (Type of address: Principal Executive Office)
2006-11-13 2014-03-17 Address PROPP LUBELL & LAPIDUS, LLP, 1500 BROADWAY, 21ST FLOOR, NEW YORK, NY, 10036, USA (Type of address: Service of Process)
2006-11-13 2012-04-26 Address 489 FIFTH AVENUE, 30TH FLOOR, NEW YORK, NY, 10017, USA (Type of address: Chief Executive Officer)
1993-04-15 2006-11-13 Address 521 FIFTH AVENUE, SUITE 1600, NEW YORK, NY, 10175, USA (Type of address: Principal Executive Office)
1993-04-15 2006-11-13 Address 521 FIFTH AVENUE, SUITE 1600, NEW YORK, NY, 10175, USA (Type of address: Chief Executive Officer)
1992-03-16 2006-11-13 Address HANDLER, 425 PARK AVENUE, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
1992-03-16 2009-12-02 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0

Filings

Filing Number Date Filed Type Effective Date
170405002021 2017-04-05 BIENNIAL STATEMENT 2016-03-01
170125000290 2017-01-25 CERTIFICATE OF CHANGE 2017-01-25
170106000391 2017-01-06 CERTIFICATE OF AMENDMENT 2017-01-06
140317006613 2014-03-17 BIENNIAL STATEMENT 2014-03-01
120426002765 2012-04-26 BIENNIAL STATEMENT 2012-03-01
100324002752 2010-03-24 BIENNIAL STATEMENT 2010-03-01
091222000154 2009-12-22 CERTIFICATE OF MERGER 2009-12-31
091202000813 2009-12-02 CERTIFICATE OF AMENDMENT 2009-12-02
080328002258 2008-03-28 BIENNIAL STATEMENT 2008-03-01
061113002220 2006-11-13 BIENNIAL STATEMENT 2006-03-01

Date of last update: 14 Nov 2024

Sources: New York Secretary of State