Bridgeway Capital Management Inc (Houston)

Name: Bridgeway Capital Management Inc
Address: 20 Greenway Plaza, Houston, TX, 77046
Telephone: 713-661-3500

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.

Bridgeway Capital Management: assets under management

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 firm manages $7.66 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $218.75 million each.

Investments

The firm invests in exchange traded securities the most. They account for 96% of the total AUM. The second-largest asset type is other assets, which make up 3% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.

Fees & Commissions

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.

What kind of clients Franklin Jefferson Montgomery serves?

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.

Careers at Bridgeway Capital Management Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Franklin Jefferson Montgomery	Director	1 Jul 1993	Other	4363412
John Noland Ryan Montgomery	Director/chairman of the board of directors/chief investment officer	1 Jul 1993	50% - 75%	2393290
Ann Mckee Montgomery	Director	1 Jul 1993	Other	4363439
Catherine Tinsley	Shareholder	1 Jul 1993	Other	6172566
Glen Walter Feagins	Chief financial officer	1 Jul 1993	Other	1696926
Leonora Ryan Montgomery	Shareholder	1 Apr 1995	Other	4363442
Inc. Employee Stock Ownership Plan And Trust Bridgeway Capital Management	Shareholder	1 Jan 2001	Other	73-1626305
Michael Dennis Mulcahy	Director/president/chief operating officer	1 Dec 2002	Other	4647207
Linda Gail Giuffre	Chief compliance officer	1 May 2004	Other	1794572
Von Devanthini Celestine	Treasurer/vice president/secretary	1 Dec 2006	Other	4865083
Richard Peter Cancelmo	Vice president	1 Nov 2007	Other	1027911
Catherine Tinsley	Shareholder	1 Dec 2011	Other	6172566
Bethany Hays	Shareholder	1 Dec 2011	Other	6172567
Tammira Yvonne Philippe	Director/president	1 Mar 2016	Other	5501115
Tom Collier Tinsley	Director	1 Dec 2017	Other	6915303

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Richard Peter Cancelmo	Trustee	1 Jan 2001	Other	73-1626305

Based in Houston

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.