3edge Asset Management, LP

3edge Asset Management, LP (CRD# 282059) is a financial advisory firm headquartered in Boston, MA. They manage $108,630,000 in 65 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $1,671,231
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)
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.

CA, CT, IL, MA, NH, NY

Financial Advisors at 3edge Asset Management, LP
Showing 1 - 7 of 7 top financial advisors.
1
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 29 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.

2
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.

3
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 19 years of experience in the finance industry.

4
Stewart P. Neff
CRD#: 4944996
One International Place, 44th Floor, Boston, MA 02110
90
Wealthminder
score

Stewart Neff (CRD# 4944996) 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.

5
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.

6
Monica Chandra
CRD#: 4371882
One International Place, 44th Floor, Boston, MA 02110
87
Wealthminder
score

Monica Chandra (CRD# 4371882) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has 1 year of experience in the finance industry.

7
Robert E. Phillips
CRD#: 4371874
One International Place, 44th Floor, Boston, MA 02110
87
Wealthminder
score

Robert Phillips (CRD# 4371874) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.