37
Bridgewater Optimal Portfolio, Ltd. updates its Form D — $9.52B sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $9.52B · Grand Cayman, Cayman Islands · filed 2026-04-27
3(c)(7) — qualified purchasers
52
Bridgewater Dynamic Global Assets Fund amends offering after raising $9.55B since 2015
Fund raise update · Other fund · Open-ended · Grand Cayman, Cayman Islands · Form D/A filed 2026-10-27 · sponsor: Bridgewater · all Bridgewater Dynamic Global vehicles · Follow Bridgewater Dynamic Global →
Bridgewater Dynamic Global Assets Fund, Ltd., a Cayman Islands-domiciled institutional fund, has raised $9.55B from 47 investors under Regulation D exemptions 3(c)(7) and 506(c) since its first sale in February 2015. The fund maintains an indefinite offering with a $100K minimum investment and is managed by Bridgewater Associates, LP.
$100M+ sold3(c)(7) — qualified purchasersCapital closing nowother
How this compares
- Across 243 other fund sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 4 months.
- This is the sponsor's 3rd fund launch on EDGAR; the previous one, Bridgewater Dynamic Global Assets Fund (DE), LP, was filed 21 months earlier.
Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
Raise progress
Sold rose from $9.52B to $9.55B (+$30M) in 183 days since the previous filing.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2024-10-25 | D/A | $9.52B | 47 | |
| 2025-04-28 | D/A | $9.52B | 47 | $0 |
| 2026-04-27 | D/A | $9.52B | 47 | $0 |
| 2026-10-27 | D/A | $9.55B | 47 | +$30M |
Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.
Bridgewater on EDGAR
Earlier and related filings by the same issuer and sponsor. All Bridgewater Dynamic Global vehicles →
37
Bridgewater Optimal Portfolio, Ltd. updates its Form D — $9.52B sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $9.52B · Grand Cayman, Cayman Islands · filed 2025-04-28
3(c)(7) — qualified purchasers
37
Bridgewater Optimal Portfolio, Ltd. updates its Form D — $9.52B sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $9.52B · Grand Cayman, Cayman Islands · filed 2024-10-25
3(c)(7) — qualified purchasers
37
Bridgewater Dynamic Global Assets Fund (CIC), LP updates its Form D — $824.4M sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $824.4M · Grand Cayman, Cayman Islands · filed 2026-04-24
3(c)(7) — qualified purchasers
27
Bridgewater Dynamic Global Assets Fund (DE), LP updates its Form D — $83.5M sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $83.5M · WESTPORT, CT · filed 2026-01-20
3(c)(7) — qualified purchasers
52
Bridgewater Dynamic Global Assets Fund (CIC), LP updates its Form D — $824.4M sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $824.4M · Grand Cayman, Cayman Islands · filed 2026-01-20
Sold rose to $NaN (+$122.4M) in 364 days since the previous filing.
3(c)(7) — qualified purchasersCapital closing now
37
Bridgewater Dynamic Global Assets Fund (CIC), LP updates its Form D — $702M sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $702M · Grand Cayman, Cayman Islands · filed 2025-01-21
3(c)(7) — qualified purchasers
72
Bridgewater Dynamic Global Assets Fund (CIP), LP files an open-ended other fund fund
New fund · Other fund · Open-ended · Offering Indefinite · Sold $702M · Grand Cayman, Cayman Islands · filed 2025-01-17
3(c)(7) — qualified purchasersFirst filing by this entity506(c) general solicitation
Registered adviser
possible match- Registration
- SEC-registered adviser · since 1990-01-12
- Regulatory AUM
- $150.2B
- Employees
- 1135
- Private funds on Form ADV
- 38
- Office
- Westport, CT
Website and main-office phone from Form ADV. Subscribe to unlock
Incumbent service providers
The administrator, auditor, custodian and prime broker named on this adviser's 38 other funds: whether a new mandate here is a displacement or a greenfield. Subscribe to unlock
Other Form D filings by this adviser
12 other filings on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock
People on the filing
| Robert P. Prince | Executive Officer |
| Gregory S. Jensen | Executive Officer |
| Karen Karniol-Tambour | Executive Officer |
| Jennifer Anne Collins | Director |
| Windsor William Woods | Director |
Signed by Brian C. Lawlor, Authorized Signatory of Bridgewater Associates, LP.
Why now — by persona
- Fund audit & tax:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock
- Fund administrator:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock
- Placement agent / capital introduction:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock
- Custodian / prime broker:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans.