{
  "crd_number": 282059,
  "slug": "3edge-asset-management-lp-naples-fl-282059",
  "primary_business_name": "3EDGE ASSET MANAGEMENT, LP",
  "legal_name": "3EDGE ASSET MANAGEMENT, LP",
  "dbas": [],
  "city": "Naples",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "34940",
  "metro": {
    "cbsa_code": "34940",
    "common_name": "Naples",
    "msa_name": "Naples-Marco Island, FL",
    "path": "/advisors/fl/naples"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-12-28",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-04-07",
  "carried_forward": false,
  "raum_total": 1953342211.0,
  "raum_discretionary": 1944914319.0,
  "raum_non_discretionary": 8427892.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 24,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 85157457.0,
      "count": 14
    },
    "individuals": {
      "raum": 445210945.0,
      "count": 1133
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 638060164.0,
      "count": 4
    },
    "pension_profit_sharing": {
      "raum": 40322348.0,
      "count": 9
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 678695215.0,
      "count": 356
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 65896082.0,
      "count": 12
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI"
  ],
  "websites": [
    "https://3edgeam.com",
    "https://3edgeetfs.com",
    "https://linkedin.com/COMPANY/3EDGE-ASSET-MANAGEMENT-LP",
    "https://podcasts.apple.com/us/podcast/view-from-the-edge/id1455879521",
    "https://x.com/3EDGEAM",
    "https://x.com/EBiegs_3EDGE",
    "https://x.com/FFolts_3EDGE",
    "https://x.com/MChandra_3EDGE",
    "https://x.com/RPhillips_3EDGE",
    "https://x.com/cucchiaro_3EDGE",
    "https://youtube.com/channel/UCFrVMdbYQHkptxQOaqChLpg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282059",
  "city_as_filed": "NAPLES",
  "url": "https://advisorcensus.com/firm/3edge-asset-management-lp-naples-fl-282059",
  "display_name": "3EDGE Asset Management, LP",
  "summary": "3EDGE Asset Management, LP is an SEC-registered investment advisory firm in Naples, FL, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 7, 2026.",
  "citation": "AdvisorCensus. 3EDGE Asset Management, LP (CRD 282059): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is 3EDGE Asset Management, LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 3EDGE Asset Management, LP reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is 3EDGE Asset Management, LP located?",
      "a": "3EDGE Asset Management, LP's principal office is in Naples, FL, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is 3EDGE Asset Management, LP registered with the SEC or a state?",
      "a": "3EDGE Asset Management, LP is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 282059."
    },
    {
      "q": "How much does 3EDGE Asset Management, LP manage?",
      "a": "3EDGE Asset Management, LP reports $1,953,342,211 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary)."
    },
    {
      "q": "How have 3EDGE Asset Management, LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for 3EDGE Asset Management, LP: Regulatory assets under management: $1,346,141,767 in the October 2021 data and $1,953,342,211 in the October 2026 data, up 45%. Total employees: 13 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does 3EDGE Asset Management, LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,133); high net worth individuals (356); charitable organizations (14)."
    },
    {
      "q": "Which custodians does 3EDGE Asset Management, LP use?",
      "a": "3EDGE Asset Management, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 3EDGE Asset Management, LP report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282059"
    },
    {
      "q": "What changed in 3EDGE Asset Management, LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,663,823,851 to $1,953,342,211 (+17%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1346141767.0,
      "total_employees": 13,
      "filing_date": "2021-08-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1365183580.0,
      "total_employees": 13,
      "filing_date": "2022-04-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1332680861.0,
      "total_employees": 18,
      "filing_date": "2023-04-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1327943823.0,
      "total_employees": 19,
      "filing_date": "2024-07-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1663823851.0,
      "total_employees": 21,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1953342211.0,
      "total_employees": 24,
      "filing_date": "2026-04-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,663,823,851 to $1,953,342,211 (+17%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/3edge-asset-management-lp-naples-fl-282059.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1133,
      "fewer_than_5": false,
      "raum": 445210945.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 356,
      "fewer_than_5": false,
      "raum": 678695215.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 4,
      "fewer_than_5": false,
      "raum": 638060164.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 40322348.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 14,
      "fewer_than_5": false,
      "raum": 85157457.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 12,
      "fewer_than_5": false,
      "raum": 65896082.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282059",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}