3Edge Asset Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Naples, FL. Its latest Form ADV filing, dated April 7, 2026, reports $2.0B in regulatory assets under management, 24 employees, 8 offices, and 2,207 accounts.
Assets Under Management
$2.0B
Employees
24
Offices
8 offices
Total Clients
1,528
Primary office
NAPLES, FL
999 VANDERBILT BEACH ROAD, SUITE 200, NAPLES, FL, United States
Top client segmentIndividuals represent 74.1% of total clients.
Top client categories% of clientsClients
1
Individuals
74.1%
1,133
2
HNWI
23.3%
356
3
Charitable
0.9%
14
4
Corporations
0.8%
12
5
Pension Plans
0.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of April 7, 2026
Discretionary99.6%
$1.9B
100% of total RAUM99.6%
Non-discretionary0.4%
$8M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.0B
Total Accounts2,207
10Y AUM Change+$1.5B (+293.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee64:1
10Y Employee Change+13 (+118.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.