DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Edgestream Partners, L.P.

Asset manager (funds and pooled vehicles)Princeton, New JerseyCRD 166338SEC 801-77579websiteIAPD
Latest filing Mar 30, 2026
First filing on the tape Jan 15, 2013 · 31 filings
SEC status approved since Dec 31, 2012
RAUM
$4.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
40
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$4.9B as of Mar 30, 2026
Mar 28, 2013$90.8M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20130 then
Employees (5.A)40 as of Mar 30, 2026
Mar 28, 201336 then
Private funds3 as of Mar 30, 2026
Mar 28, 20131 then
RAUM +45% over the last fiscal year+40% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$1.6BderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+45%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$4.9B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      5 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Edgestream Extended Tactical Equities Master Fund, Ltd.Hedge Fund$1.3B2Mar 28, 2018
      Edgestream Nias Fund, Ltd.Hedge Fund$677M25Mar 28, 2018
      Edgestream Extended Tactical Master Fund, Ltd.no longer reportedHedge Fund$621M36Mar 28, 2018
      Edgestream Equities Fund, L.P.Hedge Fund$372M2Jan 15, 2013
      Edgestream Sumatra Fund, L.P.Hedge Fund$309M41Mar 28, 2018
      Owners and control persons
      Schedule A and B, latest filing
      • Shideh Sheila Chatraei · Chief Financial Officercontrol
        since 06/2013 · owns less than 5%
      • Marie Natalie Gall · Chief Compliance Officercontrol
        since 11/2013 · owns less than 5%
      • Nmn William Natbony · General Counsel/Deputy Ceocontrol
        since 08/2019 · owns less than 5%
      • Brian Tahan · Chief Executive Officercontrol
        since 10/2023 · owns 5% to 10%
      • Gilbert Robert Thomas · Executive Vice Presidentcontrol
        since 05/2024 · owns less than 5%
      • Nicholas Peter Yianilos · Chief Investment Officer (Formerly Ceo And Cio. Effective 10/2023, Solely Cio)control
        since 12/2007 · owns less than 5%
      • Nicholas Peter Yianilos · Sole Membercontrol
        since 12/2012 · owns 75% or more of Pny Family Gp, LLC
      • Nicholas Peter Yianilos · Limited Partnercontrol
        since 12/2012 · owns 50% to 75% of Pny Family, L.P.
      • Mihai Badoiu · Co-Head, Research
        since 06/2022 · owns 5% to 10%
      Entity owners
      • Creative Edge Management, LLC · General Partner
        direct · owns less than 5%
      • Pny Family, L.P. · Limited Partner
        direct · owns 50% to 75%
      • Pny Family Gp, LLC · General Partner
        indirect · owns F of Pny Family, L.P.
      • Pny Family, L.P. · Sole Shareholder
        indirect · owns 75% or more of Creative Edge Management, LLC
      Related persons
      Schedule D 7.A
      • Edgestream Gp, L.P.
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 4 to 3
        Oct 23, 2025 to Mar 30, 2026
      • Pooled vehicle clients · 4 to 3
        Oct 23, 2025 to Mar 30, 2026
      • Discretionary RAUM · $3.4B to $4.9B
        Oct 23, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $3.4B to $4.9B
        Oct 23, 2025 to Mar 30, 2026
      • RAUM · $3.4B to $4.9B
        Oct 23, 2025 to Mar 30, 2026
      • Advisory employees · 10 to 13
        May 13, 2024 to Mar 28, 2025
      • Employees · 39 to 40
        May 13, 2024 to Mar 28, 2025
      • Financial planning clients · unset to
        May 13, 2024 to Mar 28, 2025
      • Private funds · 4 to 3
        May 13, 2024 to Mar 28, 2025
      • Discretionary RAUM · $2.2B to $3.4B
        May 13, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $2.2B to $3.4B
        May 13, 2024 to Mar 28, 2025
      • RAUM · $2.2B to $3.4B
        May 13, 2024 to Mar 28, 2025
      • Employees · 37 to 39
        Oct 19, 2023 to Mar 28, 2024
      • Discretionary RAUM · $1.8B to $2.2B
        Oct 19, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $1.8B to $2.2B
        Oct 19, 2023 to Mar 28, 2024
      • RAUM · $1.8B to $2.2B
        Oct 19, 2023 to Mar 28, 2024
      • Accounts · 5 to 4
        Jan 26, 2023 to Mar 30, 2023
      • Advisory employees · 12 to 10
        Jan 26, 2023 to Mar 30, 2023
      • Pooled vehicle clients · 5 to 4
        Jan 26, 2023 to Mar 30, 2023
      • Employees · 43 to 37
        Jan 26, 2023 to Mar 30, 2023
      • Private funds · 5 to 4
        Jan 26, 2023 to Mar 30, 2023
      • Discretionary RAUM · $2.7B to $1.8B
        Jan 26, 2023 to Mar 30, 2023
      • Pooled vehicle RAUM · $2.7B to $1.8B
        Jan 26, 2023 to Mar 30, 2023
      • RAUM · $2.7B to $1.8B
        Jan 26, 2023 to Mar 30, 2023
      • Related bank · true to false
        Jan 26, 2023 to Mar 30, 2023
      • Employees · 48 to 43
        Mar 31, 2021 to Mar 30, 2022
      • Discretionary RAUM · $3.6B to $2.7B
        Mar 31, 2021 to Mar 30, 2022
      • Pooled vehicle RAUM · $3.6B to $2.7B
        Mar 31, 2021 to Mar 30, 2022
      • RAUM · $3.6B to $2.7B
        Mar 31, 2021 to Mar 30, 2022
      • Related bank · false to true
        Mar 31, 2021 to Mar 30, 2022
      • Advisory employees · 11 to 12
        Mar 27, 2020 to Mar 30, 2021
      • Employees · 43 to 48
        Mar 27, 2020 to Mar 30, 2021
      • Discretionary RAUM · $3.1B to $3.6B
        Mar 27, 2020 to Mar 30, 2021
      • Pooled vehicle RAUM · $3.1B to $3.6B
        Mar 27, 2020 to Mar 30, 2021
      • RAUM · $3.1B to $3.6B
        Mar 27, 2020 to Mar 30, 2021
      • Advisory employees · 9 to 11
        Aug 9, 2019 to Mar 27, 2020
      • Employees · 35 to 43
        Aug 9, 2019 to Mar 27, 2020
      • Discretionary RAUM · $1.5B to $3.1B
        Aug 9, 2019 to Mar 27, 2020
      • Pooled vehicle RAUM · $1.5B to $3.1B
        Aug 9, 2019 to Mar 27, 2020
      • RAUM · $1.5B to $3.1B
        Aug 9, 2019 to Mar 27, 2020
      Signals
      13 dated events
      • Edgestream Partners, L.P. reported RAUM $4.9B, up 45% from $3.4B (2025-10-23 to 2026-03-30)
        Mar 30, 2026 · RAUM change · derived
      • Edgestream Partners, L.P. reported RAUM $3.4B, up 54% from $2.2B (2024-05-13 to 2025-03-28)
        Mar 28, 2025 · RAUM change · derived
      • Gilbert Robert Thomas (Executive Vice President) appeared on Schedule A of Edgestream Partners, L.P.
        May 13, 2024 · Control person joined · fact
      • Walker Joshua Dunn (Executive Vice President) no longer on Schedule A of Edgestream Partners, L.P. (listed 2024-03-28, absent 2024-05-13)
        May 13, 2024 · Control person left · inference
      • Brian Tahan (Chief Executive Officer) appeared on Schedule A of Edgestream Partners, L.P.
        Oct 19, 2023 · Control person joined · fact
      • Edgestream Partners, L.P. reported RAUM $1.8B, down 34% from $2.7B (2023-01-26 to 2023-03-30)
        Mar 30, 2023 · RAUM change · derived
      • Edgestream Partners, L.P. reported RAUM $3.1B, up 108% from $1.5B (2019-08-09 to 2020-03-27)
        Mar 27, 2020 · RAUM change · derived
      • Walker Joshua Dunn (Executive Vice President) appeared on Schedule A of Edgestream Partners, L.P.
        Mar 27, 2020 · Control person joined · fact
      • Nmn William Natbony (General Counsel/Deputy Ceo) appeared on Schedule A of Edgestream Partners, L.P.
        Aug 9, 2019 · Control person joined · fact
      • Edgestream Partners, L.P. reported RAUM $1.5B, up 76% from $845.0M (2019-01-30 to 2019-03-29)
        Mar 29, 2019 · RAUM change · derived
      • Edgestream Partners, L.P. reported RAUM $845.0M, up 186% from $295.7M (2018-01-18 to 2018-03-28)
        Mar 28, 2018 · RAUM change · derived
      • Edgestream Partners, L.P. reported succeeding to the business of Another Adviser (Form ADV Item 4)
        Jan 15, 2013 · Succession (Item 4) · fact
      • Edgestream Partners, L.P. filed its initial SEC registration (Form ADV)
        Jan 15, 2013 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/edgestream-partners-l-p-reportedpublic record, Form ADV, Sep 18, 2026
      Website
      EDGESTREAMLP.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      609-681-2200reportedpublic record, Form ADV, Mar 30, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026