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 operates as an independent registered investment adviser organized as a limited partnership and registered with the SEC in 2015. The firm serves individual and family clients alongside institutional mandates, charging fees as a percentage of assets under management. Its advisory work spans financial planning and discretionary portfolio management across individuals, small businesses, investment companies and other institutions. ESG considerations are incorporated into the investment approach, and the firm does not position itself as a capital allocator. Public recognition includes placement among the Financial Times’ Top 300 RIA Firms in 2020 and listings from Forbes in 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4KRISTI MCDERMOTT
Partner, COO/CCOCRD 4734449
ERIC BIEGELEISEN
Partner & Deputy CioCRD 5561113
STEPHEN CUCCHIARO
CEO and Chief Investment OfficerCRD 2107082
Contacts
3 of 14Kevin 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 88Active vs passive
$2.4B in ETFs
91%
$2.1B
8%
$225M
| 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 | $714M | 7,790,161 | 30.20% |
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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