Overview
Edgestream Partners, L.P. (“Edgestream,” the “Firm,” “we” or “us”), is an investment
management firm, founded in 2001, specializing in alternative investment strategies for
institutional and private investors. The Firm uses a proprietary technical trading system that
utilizes mathematical models designed to identify profitable trading opportunities in various
global futures contracts, foreign exchange instruments and securities markets.
Edgestream entered into services agreements with two of its affiliates, Edgestream Management,
LLC (“EM LLC”) effective as of January 1, 2021, and Edgestream Research Co., Inc. (“ER
CO”) effective as of January 1, 2022. Pursuant to these agreements, EM LLC and ER CO make
available to Edgestream the services of its employees and consultants, all of whom at that time
were employed or engaged by Edgestream.
Peter N. Yianilos, Chief Investment Officer, is the principal owner of Edgestream Partners, L.P.
Generally,
Edgestream provides investment advisory services to privately offered investment
funds (“Funds” or “clients”) which invest in a combination of short- and medium-term
quantitative trading strategies across global futures, foreign exchange and securities markets.
Throughout this brochure, “Feeder Funds” are clients in which investors subscribe directly.
The Firm adheres to the investment strategy set forth in the offering documents for the Feeder
Funds. We do not modify our recommendations to our clients according to the particular
interests of the underlying investors in the Feeder Funds, nor do we allow these investors to
place restrictions on the trading we conduct for our clients. In addition, we do not participate in
wrap fee programs.
As of December 31, 2023, we managed client assets in the amount of approximately
$2,185,000,000 (calculated as Regulatory Assets Under Management), all of which are managed
on a discretionary basis.