Edgestream Partners, L.P.
- Regulatory AUM
- $4.9B
- Discretionary
- $4.9B
- Clients
- 3
- Avg AUM / client
- $1.6B
- Accounts
- 3
- Employees
- 40
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $4.9B | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $2.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Edgestream Extended Tactical Equities Master Fund, Ltd. | Hedge Fund | Cayman Islands | $1.3B | 2 |
| Edgestream Nias Fund, Ltd. | Hedge Fund | Bermuda | $677M | 25 |
| Edgestream Equities Fund, L.P. | Hedge Fund | Cayman Islands | $372M | 2 |
| Edgestream Sumatra Fund, L.P. | Hedge Fund | Delaware | $309M | 41 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Yianilos, Peter, Nicholas | Limited Partner | Dec 2007 (19y) | ≈ 25% – 56.25% via Pny Family, L.P. | |
| Chatraei, Sheila, Shideh | Chief Financial Officer | Jun 2013 (13y) | Less than 5% | |
| Gall, Natalie, Marie | Chief Compliance Officer | Nov 2013 (13y) | Less than 5% | |
| Natbony, William, Nmn | General Counsel/Deputy Ceo | Aug 2019 (7y) | Less than 5% | |
| Badoiu, Mihai | Co Head, Research | Jun 2022 (4y) | 5% – 10% | |
| Tahan, Brian | Chief Executive Officer | Oct 2023 (3y) | 5% – 10% | |
| Thomas, Robert, Gilbert | Executive Vice President | May 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pny Family, L.P. | Limited Partner | Dec 2012 | A | 50% – 75% |
| Creative Edge Management, Llc | General Partner | Jan 2019 | A | Less than 5% |
| Pny Family, L.P. | Sole Shareholder | Jan 2019 | B | ≈ 0% – 5% via Creative Edge Management, Llc |
| Pny Family Gp, Llc | General Partner | Dec 2012 | B | GP / trustee / elected manager of Pny Family, L.P. (indirect) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Yianilos, Peter, Nicholas: 50% – 75% of Pny Family, L.P. × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Pny Family, L.P.: 75% – 100% of Creative Edge Management, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $2.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Edgestream Extended Tactical Equities Master Fund, Ltd. | Hedge Fund | $1.3B | $1.0M | 2 |
| Edgestream Nias Fund, Ltd. | Hedge Fund | $677M | $1.0M | 25 |
| Edgestream Equities Fund, L.P. | Hedge Fund | $372M | $1.0M | 2 |
| Edgestream Sumatra Fund, L.P. | Hedge Fund | $309M | $1.0M | 41 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.63 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗