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 operating as a hedge fund that is SEC‑registered since 2012. The firm targets institutional capital and serves as a sponsor and manager of pooled vehicles, performing portfolio management for those vehicles and operating in roles consistent with a CPO/CTA. Its economics combine asset‑based fees with performance fees. Edgestream is not described as an active ESG investor and does not operate as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Michael Kurzawa
Chief Financial OfficerCRD 6324967
Natalie Gall
Chief Compliance OfficerCRD 2222808
Contacts
3 of 3
William Natbony
General CounselCRD 6027510
Aviv Dekel
Head of TechnologyCRD 5431632
Mihai Badoiu
Vice President, ResearchCRD 7717708
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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