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EDGESTREAM PARTNERS, L.P.

PRINCETON, NJ · CRD 166338 · IAPD ↗ · edgestreamlp.com · 609-681-2200

$4.89BRegulatory AUM
13Advisory reps
40Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — EDGESTREAM PARTNERS, L.P. reported RAUM up 45% ($3.37B -> $4.89B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — EDGESTREAM PARTNERS, L.P. reported RAUM up 54% ($2.18B -> $3.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — EDGESTREAM PARTNERS, L.P. grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.