Bridgewater, James (Tortola)


Bridgewater, James is an adviser based in Tortola. It manages $3.3 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2005.

Bridgewater, James provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bridgewater, James: assets under management

The assets under management (AUM) of Bridgewater, James is $3.3 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $3 million in discretionary accounts and $300 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $73.17 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $150 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bridgewater, James for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tortola

The principal office where Bridgewater, James performs its advisory services is located at The Terraces, Tortola, 00000 The mailing address of the firm is Po Box 3838, Tortola, N/A. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 284-495-4179 or by fax N/A. The normal business hours are 9.00-5.00 on Monday - Friday.

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