Fund family · SEC Form D record
Bridgewater All Weather Portfolio funds
Bridgewater All Weather Portfolio has 4 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2012 to 2026. The newest is Bridgewater All Weather Portfolio IV, Ltd., first filed Sep 29, 2017. The adviser of record on Form ADV Schedule D is Bridgewater Associates, LP.
- Vehicles
- 4
- Numbered generations
- 3
- First filing
- 2012
- Latest filing
- Oct 27, 2026
Adviser of record (Form ADV Schedule D) Bridgewater Associates, LP (CRD 105129)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund IV
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Bridgewater All Weather Portfolio IV, Ltd.CIK 1717769 | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Bridgewater All Weather Portfolio III, Ltd.CIK 1536998 | Filed within 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
2 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Bridgewater All Weather Portfolio II, LLCCIK 1543117 | Filed within 13 months | EDGAR | |||
| Bridgewater All Weather Portfolio II, Ltd.CIK 1536981 | Filed within 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Bridgewater All Weather Portfolio funds
- How many Bridgewater All Weather Portfolio funds are there?
- The SEC Form D record shows 4 vehicles in 3 numbered generations, the earliest filed Feb 27, 2012 and the latest filing on Oct 27, 2026. By generation: Fund IV (Bridgewater All Weather Portfolio IV, Ltd., first filed Sep 29, 2017); Fund III (Bridgewater All Weather Portfolio III, Ltd., first filed Mar 18, 2016); Fund II (2 vehicles, first filed Feb 27, 2012).
- What is the latest Bridgewater All Weather Portfolio fund?
- Bridgewater All Weather Portfolio IV, Ltd., which first filed a Form D on Sep 29, 2017 and last amended it on Sep 23, 2022. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Bridgewater All Weather Portfolio funds?
- Bridgewater Associates, LP (RIA, CRD 105129), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the Bridgewater All Weather Portfolio funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.