Bridgeway Capital Management Inc is a large advisory firm based in Houston. It manages $7.66 billion of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, New Hampshire, and Texas.
Bridgeway Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bridgeway Capital Management Inc is $7.66 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2870% since the beginning of its operation, and $5.37 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bridgeway Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. 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.
The firm provides services to investment companies, charitable organizations, high net worth individuals, and state or municipal government entities. The largest group of clients of Franklin Jefferson Montgomery is investment companies with 13 clients and $7.02 billion of assets under management. Among the 8 most similar advisory firms, Bridgeway Capital Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $7.66 billion for 35 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bridgeway Capital Management doesn't advise any private funds.
The company employs 34 people that are either part- or full-time employees. 32 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Franklin Jefferson Montgomery has been acting as President since 1 Jul 1993. John Noland Ryan Montgomery has served as the Chief Investment Officer since 1 Jul 1993. Tom Collier Tinsley joined the executive team most recently as the Director.
The principal office where Bridgeway Capital Management Inc performs its advisory services is located at 20 Greenway Plaza, Houston, TX 77046, 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 713-661-3500 or by fax 713-807-8071. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at bridgeway.com.