EDGESTREAM PARTNERS, L.P.

902 Carnegie Center, Suite 200
Princeton, New Jersey 08540
Tel: 609-681-2200

About EDGESTREAM PARTNERS, L.P.

EDGESTREAM PARTNERS, LP, formally registered with the SEC as EDGESTREAM PARTNERS, LP. The firm was established in 12/31/2012. They have over 1 offices throughout the country.

EDGESTREAM PARTNERS, L.P. is a Princeton, New Jersey based Financial Planning firm with nearly $2,184,630,650 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166338
SEC#	801-77579
Assets Managed by Firm	$2,184,630,650
No. of Clients	4
No. of Advisors	39

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$2,184,630,650

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