3edge Asset Management, LP
● SEC registered since 2015CRD 282059SEC# 801-106982Naples, FL
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| Name | Title | Ownership | Since |
|---|---|---|---|
| 3edge Asset Management General Partner, LLC Control | General Partner | Under 5% | 2015 |
| Ashley Elizabeth Koed Control | Limited Partner, Head Of Operations & Client Service | Under 5% | 2026 |
| Defred G Folts III Control | Limited Partner / Chief Investment Strategist | 10-25% | 2015 |
See all 24 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108 |
| Phone | 844-903-3343 |
| Fax | 617-315-4375 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1665605 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.95B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.95Bregulatory AUM
Discretionary $1.94BNon-discretionary $8.4M