Firm profile

Edgestream Partners, L.P.

PRINCETON, NJCRD 166338Registration Status: ApprovedEffective since December 31, 2012SEC # 801-77579Latest ADV September 28, 2026

Edgestream Partners, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Princeton, NJ. Its latest Form ADV filing, dated September 28, 2026, reports $4.9B in regulatory assets under management, 40 employees, 1 office, and 3 accounts.

Assets Under Management

$4.9B

Employees

Offices

1 office

Total Clients

Associated firm names

1 name listed

EDGESTREAM PARTNERS, L.P.

Leadership

6 roles identified

CEOBrian Tahan

CEOPeter N. Yianilos

CEOWilliam N. Natbony

Advisory services offered

1 types reported

Portfolio management for pooled investment vehicles

Fee models offered

2 types reported

Asset based fees

Performance-based fees

Offices & Contact

Primary office

PRINCETON, New Jersey, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

New Jersey

PRINCETONPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone609-681-2200 WebsiteVisit website LinkedInView profile

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.9Bas of September 28, 2026

Discretionary100.0%

$4.9B

100% of total RAUM100.0%

Non-discretionary0.0%

0% of total RAUM0.0%

All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.

Top client categories% of clientsClients

Pooled Investment Vehicles

100.0%

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$4.9B

Total Accounts3

10Y AUM Change+$4.6B (+1553.7%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees40

Clients per Employee0:1

10Y Employee Change+4 (+11.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

PNY FAMILY, L.P.Direct owner · Schedule AInterest in EDGESTREAM PARTNERS, L.P.

50% to < 75%

MIHAI BADOIUDirect owner · Schedule AInterest in EDGESTREAM PARTNERS, L.P.

5% to < 10%

BRIAN TAHANDirect owner · Schedule AInterest in EDGESTREAM PARTNERS, L.P.

5% to < 10%

CREATIVE EDGE MANAGEMENT, LLCDirect owner · Schedule AInterest in EDGESTREAM PARTNERS, L.P.

< 5%

PETER NICHOLAS YIANILOSIndirect owner · Schedule BInterest in PNY FAMILY GP, LLC

75%+

PNY FAMILY, L.P.Indirect owner · Schedule BInterest in CREATIVE EDGE MANAGEMENT, LLC

75%+

PETER NICHOLAS YIANILOSIndirect owner · Schedule BInterest in PNY FAMILY, L.P.

50% to < 75%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Edgestream Partners, L.P..

Reported ownership and control details

Form ADV · Filing date 2026-09-28 · Schedules A and B

13 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	CREATIVE EDGE MANAGEMENT, LLCGENERAL PARTNERDomestic entity	EDGESTREAM PARTNERS, L.P.	Less than 5%Code NA	Yes	GENERAL PARTNER01/2019	Schedule APDF page 41
2	PNY FAMILY, L.P.LIMITED PARTNERDomestic entity	EDGESTREAM PARTNERS, L.P.	50% to less than 75%Code D	Yes	LIMITED PARTNER12/2012	Schedule APDF page 41
3	PETER NICHOLAS YIANILOSCHIEF INVESTMENT OFFICER (FORMERLY CEO AND CIO. EFFECTIVE 10/2023, SOLELY CIO)Individual	EDGESTREAM PARTNERS, L.P.	Less than 5%Code NA	Yes	CHIEF INVESTMENT OFFICER (FORMERLY CEO AND CIO. EFFECTIVE 10/2023, SOLELY CIO)12/2007	Schedule APDF page 41
4	NATALIE MARIE GALLCHIEF COMPLIANCE OFFICERIndividual	EDGESTREAM PARTNERS, L.P.	Less than 5%Code NA	Yes	CHIEF COMPLIANCE OFFICER11/2013	Schedule APDF page 41
5	WILLIAM NMN NATBONYGENERAL COUNSEL/DEPUTY CEOIndividual	EDGESTREAM PARTNERS, L.P.	Less than 5%Code NA	Yes	GENERAL COUNSEL/DEPUTY CEO08/2019	Schedule APDF page 41
6	MIHAI BADOIUCO-HEAD, RESEARCH AND AS OF 10/2025 ALSO DEPUTY CIOIndividual	EDGESTREAM PARTNERS, L.P.	5% to less than 10%Code A	No	CO-HEAD, RESEARCH AND AS OF 10/2025 ALSO DEPUTY CIO06/2022	Schedule APDF page 41
7	BRIAN TAHANCHIEF EXECUTIVE OFFICERIndividual	EDGESTREAM PARTNERS, L.P.	5% to less than 10%Code A	Yes	CHIEF EXECUTIVE OFFICER10/2023	Schedule APDF page 41
8	MICHAEL James KURZAWACHIEF FINANCIAL OFFICERIndividual	EDGESTREAM PARTNERS, L.P.	Less than 5%Code NA	Yes	CHIEF FINANCIAL OFFICER10/2025	Schedule APDF page 41
9	AVIV DEKELHEAD OF TECHNOLOGY AND PRODUCTIONIndividual	EDGESTREAM PARTNERS, L.P.	Less than 5%Code NA	Yes	HEAD OF TECHNOLOGY AND PRODUCTION03/2026	Schedule APDF page 41
10	PETER NICHOLAS YIANILOSLIMITED PARTNERIndividual	PNY FAMILY, L.P.	50% to less than 75%Code D	Yes	LIMITED PARTNER12/2012	Schedule BPDF page 41
11	PNY FAMILY GP, LLCGENERAL PARTNERDomestic entity	PNY FAMILY, L.P.	Percentage not specifiedCode F	Yes	GENERAL PARTNER12/2012	Schedule BPDF page 41
12	PETER NICHOLAS YIANILOSSOLE MEMBERIndividual	PNY FAMILY GP, LLC	75% or moreCode E	Yes	SOLE MEMBER12/2012	Schedule BPDF page 41
13	PNY FAMILY, L.P.SOLE SHAREHOLDERDomestic entity	CREATIVE EDGE MANAGEMENT, LLC	75% or moreCode E	Yes	SOLE SHAREHOLDER01/2019	Schedule BPDF page 41

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/30/2026 6:41:01 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.