Edgestream Partners, L.P.

RIASEC Registered

Total AUM

$4.9B

Discretionary

$4.9B

100% of AUM

Avg account

$1.6B

Accounts

3

Employees

40

Advisory reps

7

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 153

Active vs passive

$361M in ETFs

Passive

97%

$350M

Active

2%

$10.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$38.6M	51,634	10.68%

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Primary office

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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