3edge Asset Management, LP
Naples, FL·SEC-registered · CRD #282059
3edge Asset Management, LP is an SEC-registered investment advisory firm in Naples, FL managing $2.0B across 2.2k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
2.2k
Advisory staff
12
Fee model
Fee-only
How 3edge Asset Management, LP is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about 3edge Asset Management, LP
How much does 3edge Asset Management, LP manage?
Per its most recent SEC Form ADV filing (04/07/2026), 3edge Asset Management, LP reports $2.0B in regulatory assets under management across roughly 2.2k client accounts.
How does 3edge Asset Management, LP charge?
3edge Asset Management, LP is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is 3edge Asset Management, LP a fiduciary?
Yes. 3edge Asset Management, LP is registered with the U.S. Securities and Exchange Commission (CRD #282059), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is 3edge Asset Management, LP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks 3edge Asset Management, LP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from 3edge Asset Management, LP's public SEC Form ADV filing (CRD #282059, filed 04/07/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of 3edge Asset Management, LP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with 3edge Asset Management, LP? Claim this profile.