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3edge Asset Management, LP

3edge Asset Management, LP. CRD 282059

3edge Asset Management, LP logo

CRD: 282059

3edge Asset Management, LP

Naples, FL, 34108
8449033343
3edgeam.com
$2.0B Total AUM
$1.9B Disc. AUM
13.6% 3Y CAGR
24 Employees
1,539 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
QuantumSignal
Established Date
11-01-2015
Office Locations
8

Office Locations

225 Franklin Street 26th Floor Boston MA
6060 Center Drive 10th Floor LOS Angeles CA
999 Vanderbilt Beach Road Suite 200 Naples FL

About 3edge Asset Management, LP

3EDGE Asset Management provides globally diversified, multi-asset investment management focused on portfolio risk and navigating market cycles. The firm builds solutions designed to protect capital and smooth volatility, positioned as an alternative to standard 60/40 portfolios. Advisors and wealth management firms and institutions (endowments, foundations, corporations, nonprofits) leverage its portfolio-construction expertise and View From the EDGE® market commentary.

Team overview

48 AVG AGE
$162.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.6 yrs AVG TENURE
24 Employees
12 Advisory Reps
12 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Prime Meridian north Bridge Wave

Client Personas

Radial

Custodian

Value capital Fusion vertex Oak Quantum meridian Focus eagle

Investment Themes

Zenith pioneer Delta Capital quantum Vector Prime oak

Investment Vehicles

Summit peak Radial ember

Platform

Alpha capital Ember

Services

Beacon North focus Bridge momentum Crest focus Focus

Technology

Delta oak Vector frontier

Owner & Executives

STEPHEN JOSEPH CUCCHIARO

STEPHEN JOSEPH CUCCHIARO

Chief Executive Officer, Limited Partner

CRD
#2107082
Ownership
25% but less than 50%
(604) 435-9300
pathway.momentum@vectorcapital.com
in linkedin.com/in/radial-vector
MONICA (NMN) CHANDRA

MONICA (NMN) CHANDRA

Limited Partner, President

CRD
#4371882
Ownership
10% but less than 25%
(907) 801-7319
element.meridian@eaglecapital.com
in linkedin.com/in/glacier-horizon
U

Unison eagle

Insight prime

CRD
#20028
Ownership
22.7%
(525) 398-2360
optima.atlas@optimacapital.com
in linkedin.com/in/radial-beacon

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Contacts

Ryan Steven Connolly

Ryan Steven Connolly

Regional Director

CRD
#5562904
(905) 589-4947
signal.horizon@radialcapital.com
in linkedin.com/in/focus-capital
THOMAS GIARDINO

THOMAS GIARDINO

Regional Director

CRD
#3178454
(771) 393-3325
north.eagle@valuecapital.com
in linkedin.com/in/vital-glacier
A

Atlas catalyst

Timber value

CRD
#63293
(457) 572-6915
glacier.fusion@atlascapital.com
in linkedin.com/in/quantum-focus

Showing 2 of 18 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-02-2022
04-03-2023
11-14-2024
10-14-2025
04-07-2026
Category Assets AVG. Account size
Discretionary $1,944,914,319 $884,454
Non-Discretionary $8,427,892 $1,053,487
Total $1,953,342,211 $885,067

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Separately Managed Accounts

Total SMA Asset: $1,315,282,047

$1.3B Total SMA
Public Funds:
46.6%
Cash:
53.4%
Asset class Assets Assets %
Public Funds $2,816,878,780 46.6%
Cash $3,227,925,469 53.4%
Total $6,044,804,249 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
FUSION VERTEX OPTIMA ELEMENT ELEMENT P7V2KJI3O YOR 4.56% $112,249,219
BRIDGE BEACON VERTEX VECTOR WA1AW1RH1 CLD 10.56% $81,134,771
ALPHA VITAL MERIDIAN ZENITH INSIGHT WXIMO5B97 JXZM 11.82% $21,182,531
TIMBER RADIAL TIMBER DELTA R5D6W3DFY FQJKS 10.70% $28,943,994
CAPITAL SIGNAL ALPHA CATALYST N38G6UDMP BMQAG 11.44% $9,588,255
VERTEX FUSION INSIGHT CAPITAL KBNV7S1NZ MXMH 10.61% $47,294,988
RIDGE OAK QUANTUM ZENITH RIDGE ADFC0R45E GTYK 8.89% $89,873,851
TIMBER QUANTUM CREST CATALYST CATALYST 9085ZOIG0 LACIF 10.43% $72,993,189

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