Edgestream Partners, L.P.
Firm details
- Headquarters
- Princeton, New Jersey
- CRD number
- 166338
- Registered since
- December 31, 2012
- Website
- www.edgestreamlp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Edgestream Partners, L.P. is a limited partnership that operates as a hedge fund and acts as a commodity pool operator/commodity trading advisor (CPO/CTA). The firm provides portfolio management for pooled investment vehicles and serves institutional clients. Its compensation combines a percentage-of-assets fee with performance-based fees. Edgestream is registered with the SEC and has been SEC registered since 2012. The firm also serves as sponsor, general partner, and managing member of its pooled vehicles. It is not characterized as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Peter Yianilos
Chief Investment OfficerCRD 5985646
Natalie Gall
Chief Compliance OfficerCRD 2222808
Brian Tahan
CEOCRD 5026434
Contacts
3 of 3
William Natbony
General CounselCRD 6027510
Mihai Badoiu
Vice President, ResearchCRD 7717708
Aviv Dekel
Head of TechnologyCRD 5431632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 155Active vs passive
$365M in ETFs
97%
$354M
2%
$11M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $38.6M | 51,634 | 10.56% |
Location
Princeton, NJ
Mercer
Location
Princeton, NJ
Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Mercer
- Address
- 902 Carnegie Ctr
- Time zone
- ET (UTC-5)
- Office locations
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