# BRIDGEWATER ADVISORS INC.

BRIDGEWATER ADVISORS INC. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 109826
- Type: SEC-registered investment adviser
- SEC file number: 801-48380
- Location: 600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10020
- Phone: 212-221-5300
- Latest filing: 2026-03-12
- Regulatory AUM: $2.6B
- Discretionary AUM: $2.6B
- Clients: 24
- Accounts: 3,075

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Leo Vincent Marzen | MANAGING PARTNER | — |
| Thomas Francis Smyth | CHIEF COMPLIANCE OFFICER/PARTNER | — |
| Josefine Teneback Cays | PARTNER | — |
| Barbara Jean Leclerc | CHIEF INVESTMENT OFFICER | — |
| Ann Marie Thibodeau | PARTNER | — |
| Gabe Derek Bryan | PARTNER | — |
| Jane Holt Weber | PARTNER | — |
| Matthew D Pelz | PARTNER | — |
| STERN MILTON NMN | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; PRINCIPAL | — |
| SMYTH THOMAS FRANCIS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PARTNER | — |
| STERN MILTON | CCO; CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| MARZEN LEO VINCENT | MANAGING PARTNER | — |
| KILARAS KOULA C | CCO | — |
| CAYS JOSEFINE TENEBACK | PARTNER | — |
| WEBER JANE HOLT | PARTNER | — |
| LECLERC BARBARA | CHIEF INVESTMENT OFFICER | — |
| THIBODEAU ANN MARIE | PARTNER | — |
| UPDIKE HELEN HILL | PARTNER | — |
| LECLERC BARBARA JEAN | CHIEF INVESTMENT OFFICER | — |
| BRYAN GABE DEREK | PARTNER | — |
| PELZ MATTHEW D | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109826/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109826/similar
- Related entities: https://search.stillhousedata.com/firm/109826/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109826

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.