3edge Asset Management, LP
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 282059
- Registered since
- December 28, 2015
- Website
- 3edgeam.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI34.75%
- Investment Companies32.67%
- Individuals22.79%
- Charitable Organizations4.36%
- Corporations / Businesses3.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
3edge Asset Management, LP is an independent registered investment adviser organized as a limited partnership and SEC-registered since 2015. The firm manages assets for both high-net-worth individuals and institutional clients and charges fees as a percentage of assets under management. Its advisory scope includes financial planning and discretionary portfolio management across individual/small-business accounts, investment companies, and institutional/business mandates. The firm identifies as an active ESG investor and is not listed as a capital allocator or pension consultant. The firm has been recognized in industry rankings, including a Top 300 RIA placement by the Financial Times in 2020 and listings in Forbes’ America's Top RIA Firms in 2023 and Top RIA Firms in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4
Kristi Mcdermott
Partner, COO/CCOCRD 4734449
Eric Biegeleisen
Partner & Deputy CioCRD 5561113
Stephen Cucchiaro
CEO and Chief Investment OfficerCRD 2107082
Contacts
3 of 14
Kevin Latu
Senior AssociateCRD 7822815
Monica Chandra
Managing Partner, PresidentCRD 4371882
Ryan Connolly
Regional Sales ManagerCRD 5562904
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$3B in ETFs
83%
$2.5B
5%
$517M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $431M | 4,705,270 | 14.19% |
Location
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 999 Vanderbilt Beach Rd
- Time zone
- ET (UTC-5)
- Office locations
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