Edgestream Partners LP

EDGESTREAM PARTNERS, L.P. is a Delaware Limited Partnership consisting of 35 employees with 9 in advisory roles. Though the number of their client base is undisclosed, the firm was last registered with the SEC on December 31, 2012, and has since remained in good standing.

• CREATIVE EDGE MANAGEMENT, LLC

  GENERAL PARTNER owns less than 5%

• NATALIE MARIE GALL

  CHIEF COMPLIANCE OFFICER owns less than 5%

• PETER NICHOLAS YIANILOS

  CHIEF EXECUTIVE OFFICER owns less than 5%

• PNY FAMILY, L.P.

  LIMITED PARTNER owns more than 50% but less than 75%

• SHEILA SHIDEH CHATRAEI

  CHIEF FINANCIAL OFFICER owns less than 5%

• SUMEET SOBTI

  EXECUTIVE VICE PRESIDENT owns more than 5% but less than 10%

• WILLIAM NMN NATBONY

  GENERAL COUNSEL/DEPUTY CEO owns less than 5%

• PETER NICHOLAS YIANILOS

  LIMITED PARTNER owns more than 50% but less than 75%

• PETER NICHOLAS YIANILOS

  SOLE MEMBER owns 75% or more

• PETER NICHOLAS YIANILOS

  TRUSTEE

• PNY FAMILY GP, LLC

  GENERAL PARTNER

• PNY FAMILY, L.P.

  SOLE SHAREHOLDER owns 75% or more

• THE YIANILOS 2012 FAMILY TRUST

  LIMITED PARTNER owns more than 25% but less than 50%

• CREDIT SUISSE SECURITIES (USA) LLC
  United States
• J.P. MORGAN SECURITIES LLC
  United States
• MERRILL LYNCH PROFESSIONAL CLEARING CORP.
  United States

• New Century Financial Group LLC
• Web401Kcom Inc
• Princeton Global Asset Management LLC
• Roundview Capital LLC
• Concord Advisory Group Ltd
• Bayard Asset Management LLC
• DHH Advisors LLC
• Princeton Portfolio Strategies Group LLC
• Tachyon Partners LLC
• Byrne Asset Management LLC

• Edgestream Partners, L.P. Q3 2022 vs. Q4 2022: A Look into the Changes in Holdings

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