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 SEC-registered institutional RIA organized as a limited partnership and operating since 2015. The firm advises both individuals/families and institutional clients on a fee basis tied to assets under management. Its advisory services cover financial planning and discretionary portfolio management across individual, business, and investment-company mandates. 3edge reports being an active ESG investor. The firm has been recognized in industry lists, including Financial Times’ Top 300 RIA Firms (2020) and Forbes’ RIA rankings in 2023 and 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 4Robert Phillips
Chief Technology OfficerCRD 4371874
Eric Biegeleisen
Partner & Deputy CioCRD 5561113
Stephen Cucchiaro
CEO and Chief Investment OfficerCRD 2107082
Contacts
3 of 14
Lawrence Jules
Financial AdvisorCRD 5170157
Monica Chandra
Managing Partner, PresidentCRD 4371882
Alireza Kandi
Senior Relationship ManagerCRD 6230804
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
Similar firms
Capital Z Partners Management, LLC
RIANaples, FL
Naples Global Advisors
RIANaples, FL
Ciccarelli Advisory Services Inc
RIANaples, FL
Evertern Wealth, LLC
RIANaples, FL
Private Capital Management
RIANaples, FL
Terracap Management LLC
RIANaples, FL