Private fund adviser · Princeton, NJ
Edgestream Partners, L.P.
SEC-registered investment adviser · CRD 166338 · SEC 801-77579
At a glance
Edgestream Partners, L.P. is an SEC-registered investment adviser based in Princeton, New Jersey, with $4.9 billion in regulatory assets under management as of its Form ADV filed September 28, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,000th of 4,686 private fund advisers and 2,138th of 17,210 SEC-registered advisers by assets.
Main office 609-681-2200edgestreamlp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.9B
- Rank among private fund advisers
- #1,000 of 4,686
- Rank among all SEC RIAs
- #2,138 of 17,210
- Rank in New Jersey
- #39 of 392
- Clients
- 3
- Accounts
- 3
- Discretionary
- 100% of AUM
- Employees
- 40
- Advisory staff
- 13
- Offices
- 1
Owners and executives on its Form ADV
- Peter N. YianilosChief Investment Officer (formerly CEO and CIO. Effective 10/2023, Solely CIO)
- Natalie M. GallChief Compliance Officer
- William N. NatbonyGeneral Counsel/deputy CEO
- Mihai BadoiuCo-Head, Research and AS of 10/2025 Also Deputy CIO
- Brian TahanChief Executive Officer
- MICHAEL J. KURZAWAChief Financial Officer
- Aviv DekelHead of Technology and Production
Custody and brokerage
Custodian
Edgestream Partners, L.P.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 3 | $4.9B | 100% |
Private funds
Edgestream Partners, L.P. reports 4 private funds with $5.0B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Edgestream Partners, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗edgestreamlp.com ↗
AtlasMembers
The full record on Edgestream Partners, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,392 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Edgestream Partners, L.P. manage?
Edgestream Partners, L.P. reports $4.9 billion in regulatory assets under management across 3 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 28, 2026.
What kind of firm is Edgestream Partners, L.P.?
Edgestream Partners, L.P. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Edgestream Partners, L.P.’s clients?
By assets, its largest client types are pooled investment vehicles ($4.9 billion, 3 clients).
Does Edgestream Partners, L.P. manage private funds?
Yes. It reports 4 private funds with $5.0 billion in gross assets, including hedge funds.
Does Edgestream Partners, L.P. have any disciplinary history?
Edgestream Partners, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Edgestream Partners, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →