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3EDGE ASSET MANAGEMENT, LP
CRD 282059File 801-106982
APPROVED
Retail clients
Custody
Filing as of Apr 7, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.3EDGEAM.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 24 | increased by3 |
| Apr 1, 2026 | Clients | 1,374 | 1,528 | increased by154 |
| Apr 1, 2026 | AUM | $1,663,823,851 | $1,953,342,211 | increased by$289,518,360 |
| Apr 1, 2026 | Accounts | 2,211 | 2,207 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 21 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,306 | 1,374 | increased by68 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,365,183,580 | $1,663,823,851 | increased by$298,640,271 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,964 | 2,211 | increased by247 |
| Apr 1, 2022 | Clients | 628 | 1,306 | increased by678 |
| Apr 1, 2022 | AUM | $1,346,141,767 | $1,365,183,580 | increased by$19,041,813 |
| Apr 1, 2022 | Accounts | 1,875 | 1,964 | increased by89 |
| Sep 1, 2021 | Clients | 413 | 628 | increased by215 |
| Sep 1, 2021 | AUM | $1,149,787,756 | $1,346,141,767 | increased by$196,354,011 |
| Sep 1, 2021 | Accounts | 1,496 | 1,875 | increased by379 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “3EDGE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“3EDGE ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.