# Bridgewater Optimal Portfolio, Ltd. — Form D/A

Bridgewater Optimal Portfolio, Ltd. of Grand Cayman, E9, a pooled investment fund, filed a Form D amendment with the SEC on 2024-10-25. $9.5B was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2024-10-25
- Form: D/A
- Accession: 0001574516-24-000001
- Industry: Pooled Investment Fund
- Exemptions: 06c, 3C, 3C.7
- Amount sold: $9.5B
- Minimum investment: $100K
- Investors: 47
- Date of first sale: 2015-02-01
- Security types: equity, fund interests
- SEC file number: 021-195162

## Issuer

- Name: Bridgewater Optimal Portfolio, Ltd.
- CIK: 0001574516
- Entity type: Other
- Jurisdiction: CAYMAN ISLANDS
- Incorporated: 2013
- Address: Maples Corporate Services Limited Ugland House, South Church Street, Grand Cayman, E9, KY1-1104
- Phone: 345-945-8066

## Officers, directors & promoters (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| Jennifer S Collins | Director | Camana Bay, Grand Cayman, E9 |
| Humphry A Leue | Director | Road Town, Tortola, D8 |
| Karen S Karniol-Tambou | Executive Officer | Westport, CT |
| Karen S Karniol-Tambour | Executive Officer | Westport, CT |
| Dermot SL Butler | Director | London, X0 |
| Windsor William Woods | Director | Grand Cayman, E9 |
| Windsor William Woods | Related Person | Grand Cayman, E9 |
| Jennifer Anne Collins | Director | Grand Cayman, E9 |
| Jennifer Anne Collins | Related Person | Grand Cayman, E9 |
| Robert P Prince | Executive Officer | Westport, CT |
| Gregory S Jensen | Executive Officer | Westport, CT |
| Dermot S Butler | Director | Spencer Dock, Dublin, L2 |
| Raymond T Dalio | Executive Officer | Westport, CT |
| Dermot A Butler | Director | Spencer Dock, Dublin, L2 |
| Ronan S Guilfoyle | Director | Grand Cayman, E9 |
| Humphry S Leue | Director | Tortola, D8 |
| n/a Bridgewater Associates, LP | Director | Westport, CT |
| n/a Bridgewater Associates, LP | Promoter | Westport, CT |
| Ronan H Guilfoyle | Director | Grand Cayman, E9 |
| Humphry H Leue | Director | Tortola, D8 |
| Kevin R Campbell | Executive Officer | Westport, CT |
| David H McCormick | Executive Officer | WESTPORT, CT |
| Eileen H Murray | Executive Officer | WESTPORT, CT |
| Peter R La Tronica | Executive Officer | Westport, CT |
| Karen Karniol-Tambour | Related Person | Westport, CT |

## Other filings by this issuer (14)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-04-27](https://search.stillhousedata.com/formd/0000905148-26-001853) | D/A | — | $9.5B |
| [2025-04-28](https://search.stillhousedata.com/formd/0001574516-25-000001) | D/A | — | $9.5B |
| [2023-10-27](https://search.stillhousedata.com/formd/0001868503-23-000012) | D/A | — | $9.5B |
| [2022-10-28](https://search.stillhousedata.com/formd/0001574516-22-000001) | D/A | — | $9.5B |
| [2022-02-18](https://search.stillhousedata.com/formd/0001626310-22-000015) | D/A | — | $9.2B |
| [2021-02-19](https://search.stillhousedata.com/formd/0001574516-21-000001) | D/A | — | $9.1B |
| [2020-02-21](https://search.stillhousedata.com/formd/0001574516-20-000001) | D/A | — | $9.1B |
| [2019-02-22](https://search.stillhousedata.com/formd/0001557313-19-000005) | D/A | — | $9.1B |
| [2018-02-23](https://search.stillhousedata.com/formd/0001521489-18-000005) | D/A | — | $8.5B |
| [2017-02-24](https://search.stillhousedata.com/formd/0001574516-17-000001) | D/A | — | $8.3B |
| [2016-03-18](https://search.stillhousedata.com/formd/0001574516-16-000002) | D/A | — | $7.5B |
| [2015-11-03](https://search.stillhousedata.com/formd/0001574516-15-000001) | D/A | — | $4.1B |
| [2014-11-03](https://search.stillhousedata.com/formd/0001574516-14-000002) | D/A | — | — |
| [2013-04-17](https://search.stillhousedata.com/formd/0001574516-13-000001) | D | — | — |

## More

- [CIK 1574516 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1574516&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001574516-24-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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