# Edgestream Partners, L.P.

> Edgestream Partners, L.P. is an SEC-registered investment advisory firm in Princeton, NJ, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 166338
- Filed as: EDGESTREAM PARTNERS, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166338
- AdvisorCensus page: https://advisorcensus.com/firm/edgestream-partners-l-p-princeton-nj-166338

## Quick answers

**How is Edgestream Partners, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Edgestream Partners, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Edgestream Partners, L.P. charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Edgestream Partners, L.P. located?**
Edgestream Partners, L.P.'s principal office is in Princeton, NJ, according to its Form ADV.

**Is Edgestream Partners, L.P. registered with the SEC or a state?**
Edgestream Partners, L.P. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 166338.

**How much does Edgestream Partners, L.P. manage?**
Edgestream Partners, L.P. reports $4,890,175,074 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**How have Edgestream Partners, L.P.'s assets and staff changed since 2021?**
In the Form ADV data for Edgestream Partners, L.P.: Regulatory assets under management: $3,569,983,622 in the October 2021 data and $4,890,175,074 in the October 2026 data, up 37%. Total employees: 48 in October 2021 and 40 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Edgestream Partners, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Edgestream Partners, L.P. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166338

**What changed in Edgestream Partners, L.P.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $3,374,171,948 to $4,890,175,074 (+45%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Investors in the Feeder Funds pay us management fees based on the net asset value of each investor’s capital at a rate of up to 2% per annum (though as noted, such rates are lower for certain investors).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $4,890,175,074
- Discretionary: $4,890,175,074
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $4,890,175,074 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (13 years)
- Employees: 40 total, 13 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- edgestreamlp.com
- LinkedIn @edgestream-partners-l-p-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,569,983,622 | 48 | March 31, 2021 |
| October 2022 | $2,704,135,842 | 43 | March 30, 2022 |
| October 2023 | $1,790,003,362 | 37 | July 19, 2023 |
| October 2024 | $2,184,630,650 | 39 | May 13, 2024 |
| October 2025 | $3,374,171,948 | 40 | March 28, 2025 |
| October 2026 | $4,890,175,074 | 40 | September 28, 2026 |

Regulatory assets under management: $3,569,983,622 in the October 2021 data and $4,890,175,074 in the October 2026 data, up 37%.
Total employees: 48 in October 2021 and 40 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $3,374,171,948 to $4,890,175,074 (+45%).
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edgestream Partners, L.P. (CRD 166338): Form ADV filing data as of October 2026.