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Defred G Folts iii

3edge Asset Management, LP

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About Defred G Folts iii

Defred G Folts iii is a Registered Investment Advisor Representative with 3edge Asset Management, LP. Defred G Folts iii has been in the industry for over 20 years and is registered with the state of Massachusetts. 3edge Asset Management, LP provides investment models to unaffiliated advisors. They offer financial planning, portfolio management for businesses and individuals. They have over $1.3 Billion in assets under management for over 2,200 clients.

Firm Information

Defred Folts iii is currently registered with 3edge Asset Management, LP. 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.

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Defred Folts iii’s Registration & Firm History

MA

01/20/2016 - Present

3edge Asset Management, LP (Boston MA)

MA

12/20/2002 - 10/28/2003

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

NY

12/17/1999 - 12/20/2002

LEHMAN BROTHERS INC. (NEW YORK NY)

CT

08/25/1998 - 12/01/1999

SAUGATUCK SECURITIES, INC. (WESTPORT CT)

NY

11/19/1997 - 09/25/1998

TRADECO GLOBAL SECURITIES, INC. (NEW YORK NY)

NC

01/31/1997 - 04/29/1997

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 08/05/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/29/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Defred G Folts iii.
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