linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Joseph Latu

3edge Asset Management, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Joseph Latu

Kevin Latu is a registered Investment Advisor Representative with 3edge Asset Management, LP, a SEC Registered Investment Advisor. Kevin is also registered with Vigilant Distributors, LLC, an unaffiliated Broker Dealer. Kevin has experience in the financial industry, previously working with Equitable Advisors, LLC in New York, NY and Boston College in Chestnut Hill, MA.

Firm Information

Kevin Latu 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Latu’s Registration & Firm History

MA

02/14/2025 - Present

3edge Asset Management, LP (Boston MA)

Not sure if Kevin Joseph Latu is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Joseph Latu.
Not sure if Kevin Joseph Latu is right for you?