EDGESTREAM PARTNERS, L.P.
Latest filing: Mar 28, 2025 (111 days ago)
AUM
$3,374,171,948
54% change vs. 1 year ago
25% change vs. 3 years ago
9% change vs. 5 years ago
1339% change vs. 10 years ago
Employee Count
40
3% change vs. 1 year ago
-7% change vs. 3 years ago
-7% change vs. 5 years ago
18% change vs. 10 years ago
Main Office
PRINCETON, NJ
902 CARNEGIE CENTER, SUITE 200, PRINCETON, NJ, UNITED STATES, 8540
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.4 |
| Non-Discretionary | $0.0 |
| Total | $3.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.4 |
| Institutional | $0.0 |
| Total | $3.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| EDGESTREAM GP, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
13 active
| Name | Title |
|---|---|
| YIANILOS, PETER, NICHOLAS | SOLE MEMBER, LIMITED PARTNER, CHIEF INVESTMENT OFFICER (FORMERLY CEO AND CIO. EFFECTIVE 10/2023, SOLELY CIO) |
| CHATRAEI, SHEILA, SHIDEH | CHIEF FINANCIAL OFFICER |
| GALL, NATALIE, MARIE | CHIEF COMPLIANCE OFFICER |
| NATBONY, WILLIAM, NMN | GENERAL COUNSEL/DEPUTY CEO |
| DUNN, JOSHUA, WALKER | EXECUTIVE VICE PRESIDENT |
| BADOIU, MIHAI | CO-HEAD, RESEARCH |
| TAHAN, BRIAN | CHIEF EXECUTIVE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $3.4 | $0.0 | 0% | 40 | 0 | 0% |
| 2025-04-21 | $3.4 | $0.0 | 0% | 40 | 0 | 0% |
| 2024-04-02 | $2.2 | $1.2 | 54% | 39 | 1 | 3% |
| 2023-04-04 | $1.8 | $1.6 | 89% | 37 | 3 | 8% |
| 2022-04-01 | $2.7 | $0.7 | 25% | 43 | -3 | -7% |
| 2021-04-05 | $3.6 | -$0.2 | -5% | 48 | -8 | -17% |
| 2020-04-01 | $3.1 | $0.3 | 9% | 43 | -3 | -7% |
| 2019-04-01 | $1.5 | $1.9 | 127% | 35 | 5 | 14% |
| 2018-04-02 | $0.8 | $2.5 | 299% | 35 | 5 | 14% |
| 2017-04-01 | $0.3 | $3.1 | 1041% | 36 | 4 | 11% |
| 2016-04-01 | $0.3 | $3.1 | 1080% | 35 | 5 | 14% |
| 2015-04-01 | $0.2 | $3.1 | 1339% | 34 | 6 | 18% |
| 2014-04-01 | $0.2 | $3.2 | 1745% | 35 | 5 | 14% |
| 2013-04-01 | $0.1 | $3.3 | 3616% | 36 | 4 | 11% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NJ, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV