EDGESTREAM PARTNERS, L.P.
C20
CRD 166338·SEC 801-77579·PRINCETON, NJ
AUM
$4.89B
$1B+
Est. Revenue
$48.9M
@ 1% on AUM
Est. EBITDA
$14.7M
@ 30% margin
Est. Deal Value
$117.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.49B
'21 · $3.10B
'22 · $3.57B
'23 · $2.70B
'25 · $3.37B
'26 · $4.89B
'20'26
$1.49B → $4.89B▲ +229%
Operations
Advisory staff (5-yr trend)
'20 · 9 advisors
'21 · 11 advisors
'22 · 12 advisors
'23 · 12 advisors
'25 · 13 advisors
'26 · 13 advisors
'20'26
9 advisors → 13 advisors▲ +44%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2022-09-082022-09-08 · 0001315863-22-000613
2021-09-102021-09-10 · 0001315863-21-000733
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
902 CARNEGIE CENTERSUITE 200PRINCETON, NJ 08540
Business
902 CARNEGIE CENTERSUITE 200PRINCETON, NJ 08540
Edgar Recent Filings
D/A2022-09-08 · 0001315863-22-000613
D/A2021-09-10 · 0001315863-21-000733
Rdap Nameservers
Ns-1532.awsdns-63.orgNs-1801.awsdns-33.co.ukNs-199.awsdns-24.comNs-531.awsdns-02.net
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited