Edgestream Partners, L.P. (Princeton)

Name: Edgestream Partners, L.P.
Address: 902 Carnegie Center, Suite 200, Princeton, NJ, 08540
Telephone: 609-681-2200

Edgestream Partners, L.P. is a large advisory firm based in Princeton. It manages $1.49 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012.

Edgestream Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Edgestream Partners: assets under management

The assets under management (AUM) of Edgestream Partners, L.P. is $1.49 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and $1.39 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.49 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $297.59 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edgestream Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Edgestream Partners serves?

The only and largest group of clients of Edgestream Partners is pooled investment vehicles with 5 clients and $1.49 billion of assets under management. Among the 12 most similar advisory firms, Edgestream Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.49 billion for 5 clients. 80% of the firm’s clients are foreign persons or businesses.

Edgestream Partners also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.

Careers at Edgestream Partners, L.P.

The company employs 35 people that are either part- or full-time employees. 26 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

William Nmn Natbony joined the executive team most recently as the General Counsel/Deputy Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sandor Howard Straus	Managing director and chief financial officer	1 Dec 1995	Other	2058615
Peter Nicholas Yianilos	Executive vice president	1 Jan 2003	Other	5985646
Yianilos Laboratories Corp.	General partner	1 Dec 2007	Other	650041203
Sandor Howard Straus	Executive vice president and limited partner	1 Dec 2007	25% - 50%	2058615
Peter Nicholas Yianilos	Chief executive officer	1 Dec 2007	Other	5985646
L.P. Edgestream Partners	Sole managing member	1 Dec 2007	75% - 100%	261536897
Yianilos Labroatories Corp.	General partner	1 Dec 2007	Other	650041203
Vincent James Cuticello	Chief compliance officer	1 May 2009	Other	1744731
L.P. Pny Family	Limited partner	1 Dec 2012	50% - 75%	na
Sheila Shideh Chatraei	Chief financial officer	1 Jun 2013	Other	5663332
Natalie Marie Gall	Chief compliance officer	1 Nov 2013	Other	2222808
Sumeet Sobti	Deputy chief investment officer	1 Jul 2017	Other	6901520
Sumeet Sobti	Limited partner	1 Jan 2018	Other	6901520
Llc Creative Edge Management	General partner	1 Jan 2019	Other	na
William Nmn Natbony	General counsel/deputy ceo	1 Aug 2019	Other	6027510

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Peter Nicholas Yianilos	Sole shareholder	1 Apr 1988	75% - 100%	5985646
Peter Nicholas Yianilos	Limited partner	1 Dec 2012	50% - 75%	5985646
Llc Pny Family Gp	General partner	1 Dec 2012	Other	na
The Yianilos 2012 Family Trust	Limited partner	1 Dec 2012	25% - 50%	na
The Yianilos Family Trust 2012	Limited partner	1 Dec 2012	25% - 50%	na
L.P. Pny Family	Sole shareholder	1 Jan 2019	75% - 100%	na

Based in Princeton

The principal office where Edgestream Partners, L.P. performs its advisory services is located at 902 Carnegie Center, Suite 200, Princeton, NJ 08540, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609-681-2200 or by fax 609-681-2222. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at edgestreamlp.com.