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3EDGE ASSET MANAGEMENT, LP
CRD 282059File 801-106982
APPROVED
Retail clients
Custody
Filing as of Apr 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.95B
Top 25% of cohort (national)
Discretionary AUM
$1.94B
Non-discretionary $8.4M
Clients
1,528
2,207 accounts
Employees
24
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 28, 2015
- Principal office
- 999 VANDERBILT BEACH ROAD, SUITE 200, NAPLES, FL, 34108
- Phone
- 844-903-3343
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.95B
- Discretionary AUM
- $1.94B
- Non-discretionary AUM
- $8.4M
- Discretionary accounts
- 2,199
- Non-discretionary accounts
- 8
- Total accounts
- 2,207
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $65.9M |
| Investment companies | 4 | $638.1M |
| Charitable organizations | 14 | $85.2M |
| High net worth individuals | 356 | $678.7M |
| Pension and profit sharing plans | 9 | $40.3M |
| Individuals (other than high net worth individuals) | 1,133 | $445.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.