3edge Asset Management, LP

3edge Asset Management, LP (CRD# 282059) is a financial advisory firm headquartered in Naples, FL. They manage $1,327,943,823 in 2,216 accounts and serve the financial needs of clients across 44 states (or territories).

Current Firm Details
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108
https://www.youtube.com/channel/ucfrvmdbyqhkptxqoaqchlpg
By the Numbers
  • Total Assets Under Management
    1,328
    MILLION
  • Total Number of Accounts
    2,216
    ACCOUNTS
  • Average Account Value
    $599,253
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at 3edge Asset Management, LP
Showing 1 - 8 of 8 top financial advisors.
1
Eric Biegeleisen, financial advisor Boston MA
Eric L. Biegeleisen
CRD#: 5561113
225 Franklin Street, 26th Floor, Boston, MA 02110

Eric Biegeleisen (CRD# 5561113) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has over 15 years of experience in the finance industry.

2
Monica Chandra, financial advisor Boston MA
Monica (. Chandra
CRD#: 4371882
225 Franklin Street, 26th Floor, Boston, MA 02110

Monica Chandra (CRD# 4371882) 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.

3
Jonathan Cressy, financial advisor Southport NC
Jonathan B. Cressy
CRD#: 2274837
Southport, NC

Jonathan Cressy (CRD# 2274837) is an Investment Advisor Representative working at 3edge Asset Management, LP in Southport, NC and has over 31 years of experience in the finance industry.

4
Stephen Cucchiaro, financial advisor Naples FL
Stephen J. Cucchiaro
CRD#: 2107082
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108

Stephen Cucchiaro (CRD# 2107082) is an Investment Advisor Representative working at 3edge Asset Management, LP in Naples, FL and has over 33 years of experience in the finance industry.

5
Defred Folts Iii, financial advisor Boston MA
Defred G. Folts Iii
CRD#: 2626237
225 Franklin Street, 26th Floor, Boston, MA 02110

Defred Folts Iii (CRD# 2626237) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has over 26 years of experience in the finance industry.

6
Ashley Koed, financial advisor Boston MA
Ashley E. Koed
CRD#: 4915070
225 Franklin Street, 26th Floor, Boston, MA 02110

Ashley Koed (CRD# 4915070) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has over 14 years of experience in the finance industry.

7
Peter McManus, financial advisor Boston MA
Peter B. McManus
CRD#: 1672941
225 Franklin Street, 26th Floor, Boston, MA 02110

Peter McManus (CRD# 1672941) is an Investment Advisor Representative working at 3edge Asset Management, LP in Boston, MA and has over 28 years of experience in the finance industry.

8
Robert Phillips, financial advisor Boston MA
Robert E. Phillips
CRD#: 4371874
225 Franklin Street, 26th Floor, Boston, MA 02110

Robert Phillips (CRD# 4371874) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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