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3edge Asset Management, LP

Headquartered in NAPLES, FL

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Firm Information

3edge Asset Management, LP is an investment advisor registered with the SEC and based in Naples, Florida. The firm primarily provides financial planning, portfolio management for individuals and businesses, and investment models to unaffiliated advisors. 3edge manages approximately $1.33 billion in assets for 2,216 client accounts, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.

3edge Asset Management, LP

999 VANDERBILT BEACH ROAD

NAPLES, FL 34108

$1.33B

Assets Under Management

12

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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provide investment models to unaffiliated advisors

Provide investment models to unaffiliated advisors

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

3EDGE ASSET MANAGEMENT, LP has a total of 6 branch locations across the country.
location

NESQUEHONING, PA

location

Lone Tree, CO

location

Southport, NC

location

Boston, MA

location

NAPLES, FL

location

Los Angeles, CA

Advisors at 3edge Asset Management, LP

View All 12 Advisors
Unclaimed
Kevin Patrick Kenny

RA

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Kevin Joseph Latu

RA

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Peter Briggs McManus

CFP®, RA

Boston, MA

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Robert Edwin Phillips

RA

Boston, MA

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Ashley E Koed

RA

Boston, MA

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Alireza Kandi

RA

NAPLES, FL

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Unclaimed
Lawrence L Jules

RA

NAPLES, FL

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Eric Lawrence Biegeleisen

CFA®, RA

Boston, MA

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Disclosures

There are no public disclosures for 3edge Asset Management, LP.

Frequently Asked Questions (10)

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