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Bridgewater, James, Lionel (Tortola)


Bridgewater, James, Lionel is an adviser based in Tortola. It manages $2.7 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2005.

Bridgewater, James, Lionel provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as ria.

Bridgewater, James, Lionel: assets under management

The assets under management (AUM) of Bridgewater, James, Lionel is $2.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $135 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bridgewater, James, Lionel for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tortola

The principal office where Bridgewater, James, Lionel performs its advisory services is located at Sebastian's On The Beach, Tortola, Vg1130 The mailing address of the firm is Po Box 3838, Tortola, Vg1110. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 284-542 0715 or by fax N/A. The normal business hours are 9.00-5.00 on Monday - Friday.


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