Managed Fund/Bridgewater Fund Ltd
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$1.7B
Investors
63
Min Invest
$100,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Managed Fund/Bridgewater Fund Ltd is a Jersey entity that first filed a Form D on May 2, 2014 and most recently amended it on June 29, 2023, describing itself as a hedge fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(7) and covers pooled investment fund interests. Managed Fund/Bridgewater Fund Ltd reported $1,669,731,202 sold from 63 investors in an offering of indefinite size as of the Form D filed June 29, 2023. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000. The Form D names Amundi Distributer US, Inc. (CRD 24497) as the recipient of sales compensation soliciting in all states. The issuer's address of record is 18 Esplanade, St. Helier, Jersey JE4 8RT.
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Reporting lapsed · Form D · last filing June 29, 2023
Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
dark
Investor
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
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Adviser of Record (Form ADV)
CRD 121552 · lists this fund on Schedule D 7.B.(1) as a hedge fund
Auditor named on Form ADV: PricewaterhouseCoopers Ci LLP · PCAOB-registered per the adviser
From the adviser's Form ADV as loaded from the SEC bulk data through December 31, 2024, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Ian Webster
Director · Saint Helier, Y9
John Boothman
Director · St. Lawrence, Y9
Stephen Folland
Director · St. Helier, Y9
SG Kleinwort Hambros Corporate Services (CI) Limited
Promoter · St. Helier, Y9
Manager of Issuer
Lyxor Asset Management Inc.
Promoter · New York, NY
Submanager of Issuer
Olivier Bouteille
Director · London, X0
Colm Callaly
Director · Delgany, L2
Maria Di Napoli
Director · London, X0
Suzanne Elizabeth Jackson
Director · St. Helier, Y9
Jean-Denys Elizabeth Prunet
Director · Velizy, L2
Colm Elizabeth Walsh
Director · Dublin, L2
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Amundi Distributer US, Inc.CRD 24497 on BrokerCheck
Boston, MA · Soliciting in all states
Questions About Managed Fund/Bridgewater Fund Ltd
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Managed Fund/Bridgewater Fund Ltd?
Managed Fund/Bridgewater Fund Ltd is a Jersey entity that filed a Form D with the SEC on June 29, 2023 as a hedge fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests.
Is Managed Fund/Bridgewater Fund Ltd legit?
AltStreet does not rate legitimacy; it reports the public record. Managed Fund/Bridgewater Fund Ltd filed a Form D with the SEC on June 29, 2023 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $1,669,731,202 sold to 63 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Managed Fund/Bridgewater Fund Ltd registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Managed Fund/Bridgewater Fund Ltd claimed Rule 506(b), Section 3(c), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Managed Fund/Bridgewater Fund Ltd raised?
Managed Fund/Bridgewater Fund Ltd reported $1,669,731,202 sold from 63 investors in an offering of indefinite size as of the Form D filed June 29, 2023.
Who can invest in Managed Fund/Bridgewater Fund Ltd?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000.
What is the minimum investment in Managed Fund/Bridgewater Fund Ltd?
The Form D lists $100,000 as the minimum investment accepted from any outside investor as of June 29, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Managed Fund/Bridgewater Fund Ltd and how are they paid?
The Form D names Amundi Distributer US, Inc. (CRD 24497) as the recipient of sales compensation soliciting in all states.
Who is behind Managed Fund/Bridgewater Fund Ltd?
The Form D lists 11 related persons: Ian Webster, director; John Boothman, director; Stephen Folland, director; SG Kleinwort Hambros Corporate Services (CI) Limited, promoter (Manager of Issuer); Lyxor Asset Management Inc., promoter (Submanager of Issuer); Olivier Bouteille, director; Colm Callaly, director; Maria Di Napoli, director, and 3 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Managed Fund/Bridgewater Fund Ltd located?
The issuer's address on its SEC filings is 18 Esplanade, St. Helier, Jersey JE4 8RT. Its phone number of record is 212-278-5828. It is organized under the laws of Jersey.
How long is the Managed Fund/Bridgewater Fund Ltd offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 11 amendments are on record for this CIK.
How large is Managed Fund/Bridgewater Fund Ltd?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.