3edge Asset Management, LP

3edge Asset Management, LP (CRD# 282059) is a financial advisory firm headquartered in Boston, MA. They manage $745,263,785 in 744 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    745
    MILLION
  • Total Number of Accounts
    744
    ACCOUNTS
  • Average Account Value
    $1,001,699
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, DE, FL, IA, IL, LA, MA, MD, ME, NC, NE, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA

Financial Advisors at 3edge Asset Management, LP
Showing 1 - 10 of 10 top financial advisors.
1
Eric L. Biegeleisen
CRD#: 5561113
One International Place, 44th Floor, Boston, MA 02110
96
Wealthminder
score

Eric Biegeleisen (CRD# 5561113) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has over 9 years of experience in the finance industry.

2
Peter B. McManus
CRD#: 1672941
One International Place, 44th Floor, Boston, MA 02110
96
Wealthminder
score

Peter McManus (CRD# 1672941) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has over 22 years of experience in the finance industry. Peter McManus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jonathan B. Cressy
CRD#: 2274837
Coto De Caza, CA
93
Wealthminder
score

Jonathan Cressy (CRD# 2274837) is an Investment Advisor Representative working at 3edge Asset Management, LP in Coto De Caza, CA and has over 25 years of experience in the finance industry.

4
Stephen J. Cucchiaro
CRD#: 2107082
One International Place, 44th Floor, Boston, MA 02110
93
Wealthminder
score

Stephen Cucchiaro (CRD# 2107082) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has over 27 years of experience in the finance industry.

5
Defred G. Folts
CRD#: 2626237
One International Place, 44th Floor, Boston, MA 02110
93
Wealthminder
score

Defred Folts (CRD# 2626237) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has over 20 years of experience in the finance industry.

6
Ashley E. Koed
CRD#: 4915070
One International Place, 44th Floor, Boston, MA 02110
93
Wealthminder
score

Ashley Koed (CRD# 4915070) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has over 8 years of experience in the finance industry.

7
Stewart P. Neff
CRD#: 4944996
One International Place, 44th Floor, Boston, MA 02110
93
Wealthminder
score

Stewart Neff (CRD# 4944996) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has over 9 years of experience in the finance industry.

8
Mark C. Szigety
CRD#: 6615182
One International Place, 44th Floor, Boston, MA 02110
90
Wealthminder
score

Mark Szigety (CRD# 6615182) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has 1 year of experience in the finance industry.

9
Monica Chandra
CRD#: 4371882
One International Place, 44th Floor, Boston, MA 02110
89
Wealthminder
score

Monica Chandra (CRD# 4371882) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has over 2 years of experience in the finance industry.

10
Robert E. Phillips
CRD#: 4371874
One International Place, 44th Floor, Boston, MA 02110
89
Wealthminder
score

Robert Phillips (CRD# 4371874) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has over 2 years of experience in the finance industry.

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