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 U.S.-organized hedge fund operating as a limited partnership and registered with the SEC in 2012. The firm serves institutional clients and operates as a commodity pool operator/commodity trading advisor while managing pooled investment vehicles. Its compensation combines a percentage-of-assets model with performance-based fees. Edgestream also acts as sponsor, general partner and managing member for pooled vehicles it runs. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or capital allocator.
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 4PETER YIANILOS
Chief Investment OfficerCRD 5985646
MICHAEL KURZAWA
Chief Financial OfficerCRD 6324967
NATALIE GALL
Chief Compliance OfficerCRD 2222808
Contacts
3 of 3WILLIAM 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 115Active vs passive
$169M in ETFs
95%
$161M
4%
$8.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $18.8M | 28,984 | 11.13% |
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
Similar firms
WATERMARK GROUP, INC.
RIAPRINCETON, NJ
PRYSM CAPITAL, L.P.
RIAPRINCETON, NJ
SYSTEMATIC ALPHA INVESTMENTS, LLC
RIAPRINCETON, NJ
ROUNDVIEW CAPITAL, LLC
RIAPRINCETON, NJ
PRINCETON EQUITY GROUP
RIAPRINCETON, NJ
PRINCETON GLOBAL ASSET MANAGEMENT LLC
RIAPRINCETON, NJ