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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
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.