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3EDGE ASSET MANAGEMENT, LP
CRD 282059 · SEC 801-106982
999 VANDERBILT BEACH ROAD, SUITE 200, NAPLES, FL, 34108, United States
Phone
844-903-3343
Fax
617-315-4375
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.95B
Discretionary AUM
$1.94B
Team
24 total employees; 12 advisory reps; 11 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)PROVIDE INVESTMENT MODELS TO UNAFFILIATED ADVISORS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1133 | $445.2M |
| High net worth individuals | 356 | $678.7M |
| Investment companies | 4 | $638.1M |
| Pension/profit sharing plans | 9 | $40.3M |
| Charitable organizations | 14 | $85.2M |
| Corporations/business entities | 12 | $65.9M |
States served
VT, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://podcasts.apple.com/us/podcast/view-from-the-edge/id1455879521
- https://x.com/cucchiaro_3EDGE
- https://x.com/EBiegs_3EDGE
- https://x.com/MChandra_3EDGE
- https://x.com/RPhillips_3EDGE
- https://x.com/FFolts_3EDGE
- HTTP://LINKEDIN.COM/COMPANY/3EDGE-ASSET-MANAGEMENT-LP
- HTTP://X.COM/3EDGEAM
- HTTP://WWW.3EDGEAM.COM
- https://www.youtube.com/channel/UCFrVMdbYQHkptxQOaqChLpg
- https://www.3edgeetfs.com/
Official SEC filing: View on IAPD