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3edge Asset Management, LP

● SEC registered since 2015CRD 282059SEC# 801-106982Naples, FL
Export (members)
Reg. AUM
$1.95B
Employees
24
Accounts
2,207
Location
Naples, FL

3edge Asset Management, LP assets under management

3edge Asset Management, LP is a registered investment adviser overseen by the SEC based in Naples, FL. The firm has been registered since 2015. It reports $2 billion in regulatory assets under management and employs 24 people.

3edge Asset Management, LP owners & executives

24 reported
NameTitleOwnershipSince
3edge Asset Management General Partner, LLC ControlGeneral PartnerUnder 5%2015
Ashley Elizabeth Koed ControlLimited Partner, Head Of Operations & Client ServiceUnder 5%2026
Defred G Folts III ControlLimited Partner / Chief Investment Strategist10-25%2015
Eric Lawrence Biegeleisen ControlLimited Partner / Deputy Chief Investment Officer5-10%2022
Jonathan Brook Cressy ControlLimited PartnerUnder 5%2024
Katherine English GallowayTrustee, Stephen J. Cucchiaro 2012 Irrevocable Trust Fbo Charlotte Ames5-10%2024
Katherine English GallowayTrustee, Stephen J. Cucchiaro 2012 Irrevocable Trust Fbo Connor Bair-Cucchiaro5-10%2024
Kristi Marjaana McDermott ControlChief Compliance Officer / Chief Operating Officer / Limited Partner5-10%2015
Lawrence Laurent Jules ControlLimited Partner, Head TraderUnder 5%2026
Monica (nmn) Chandra ControlPresident/Limited Partner10-25%2017
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Frequently asked questions

How much does 3edge Asset Management, LP manage?

3edge Asset Management, LP reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does 3edge Asset Management, LP have?

3edge Asset Management, LP reports 24 employees.

Where is 3edge Asset Management, LP located?

3edge Asset Management, LP is based in Naples, FL and has been SEC-registered since 2015.

Does 3edge Asset Management, LP disclose fund performance?

3edge Asset Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108
Phone844-903-3343
Fax617-315-4375
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1665605
Discloses disciplinary historyNo

Regulatory AUM

$1.95B▲ 17%
Mar '25 — $1.66BApr '25 — $1.66BMay '25 — $1.66BJun '25 — $1.66BJul '25 — $1.66BAug '25 — $1.66BSep '25 — $1.66BOct '25 — $1.66BNov '25 — $1.66BDec '25 — $1.66BJan '26 — $1.66BFeb '26 — $1.66BMar '26 — $1.95BApr '26 — $1.95BMay '26 — $1.95BJun '26 — $1.95BJul '26 — $1.95B
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 23%
Larger than 77% of 16,306 advisers
EmployeesTop 21%
More than 79% of 16,824 advisers

Assets under management

$1.95Bregulatory AUM
Discretionary $1.94BNon-discretionary $8.4M