Edgestream Partners, L.P
Answer a few questions and
get matched with an advisor.
Learn more about Edgestream Partners, L.P
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
Number of Advisors
Disclosures
Office Location
Edgestream Partners, L.P by the Numbers
$1.8 billion
37
4
$447.5 million
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
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Edgestream Partners, L.P does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.