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Eric Lawrence Biegeleisen

3edge Asset Management, LP

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About Eric Lawrence Biegeleisen

Eric Biegeleisen is a registered investment advisor with 3edge Asset Management, LP. Eric has been in the financial industry since 2014. Eric holds a Series 3, 7, 63, and 65 licenses. Eric has previous experience with FORESIDE FUND SERVICES, LLC, BROADMEADOW CAPITAL, CEDAR CAPITAL, LLC, and BEAUMONT FINANCIAL PARTNERS, LLC. Eric is currently registered with 3Edge Asset Management, LP and Vigilant Distributors, LLC.

Firm Information

Eric Biegeleisen 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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Eric Biegeleisen’s Registration & Firm History

MA

05/03/2017 - Present

3edge Asset Management, LP (Boston MA)

MA

10/23/2017 - 05/12/2020

FORESIDE FUND SERVICES, LLC (Boston MA)

MA

01/22/2015 - 06/23/2016

FORESIDE FUND SERVICES, LLC (Boston MA)

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Licenses & Designations

BC

Issued 02/23/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/25/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2015

Series 7 - General Securities Representative Examination

BC

Issued 08/20/2013

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Lawrence Biegeleisen.
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