Edgestream Partners, L.P

CRD#166338
Investment Advisor Firm

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Learn more about Edgestream Partners, L.P

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations

    • Overview

    Edgestream Partners, L.P is a financial advisory firm headquartered in Princeton, New Jersey. It has $1.8 billion in assets throughout four customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management (AUM). It has a small group, including 10 financial advisors. Edgestream Partners, L.P is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial assets like options, stocks and bonds.

    Edgestream Partners, L.P oversees all of its accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction judgments without requiring client permission. The investment advisory firm's typical account size is $447.5 million. An average financial advisor at Edgestream Partners, L.P oversees fewer than one client account, making it one of the most personalized firms in the country.

    The firm's central office is at 902 Carnegie Center, Suite 200, Princeton, New Jersey 8540.

    Assets Under Management

    $1.8 billion

    Number of Advisors

    10

    Disclosures

    No

    Office Location

    902 Carnegie Center, Suite 200
    Princeton, NJ 08540

    Edgestream Partners, L.P by the Numbers

    Total Assets Under Management

    $1.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    37

    National Average: 64
    Total Number of Accounts

    4

    National Average: 375,227
    Average Account Size

    $447.5 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees usually vary depending on the type of services offered. Fees billed by the company may include the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    Edgestream Partners, L.P caters to pooled investment vehicles. Out of its four accounts, Edgestream Partners, L.P's biggest client group is pooled investment vehicles. About 75% of the company's accounts are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Edgestream Partners, L.P does not have any disclosures.

    Please visit its Form ADV for more details.

    Back to Overview

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