# 3EDGE Asset Management, LP

> 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.

- CRD: 282059
- Filed as: 3EDGE ASSET MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282059
- AdvisorCensus page: https://advisorcensus.com/firm/3edge-asset-management-lp-naples-fl-282059

## Quick answers

**How is 3EDGE Asset Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), 3EDGE Asset Management, LP reports these compensation arrangements: a percentage of assets under its management.

**Where is 3EDGE Asset Management, LP located?**
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).

**Is 3EDGE Asset Management, LP registered with the SEC or a state?**
3EDGE Asset Management, LP is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 282059.

**How much does 3EDGE Asset Management, LP manage?**
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).

**How have 3EDGE Asset Management, LP's assets and staff changed since 2021?**
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.

**What types of clients does 3EDGE Asset Management, LP serve?**
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).

**Which custodians does 3EDGE Asset Management, LP use?**
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.

**Does 3EDGE Asset Management, LP report any disciplinary disclosures?**
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

**What changed in 3EDGE Asset Management, LP's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,953,342,211
- Discretionary: $1,944,914,319
- Non-discretionary: $8,427,892

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,133 | $445,210,945 |
| High net worth individuals | 356 | $678,695,215 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 4 | $638,060,164 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $40,322,348 |
| Charitable organizations | 14 | $85,157,457 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 12 | $65,896,082 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2015 (10 years)
- Employees: 24 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Boston, MA
- Los Angeles, CA

### Websites listed on Form ADV (Item 1.I)
- 3edgeam.com
- 3edgeetfs.com
- podcasts.apple.com/us/podcast/view-from-the-edge/id1455879521
- LinkedIn @3EDGE-ASSET-MANAGEMENT-LP
- X @3EDGEAM
- X @EBiegs_3EDGE
- X @FFolts_3EDGE
- X @MChandra_3EDGE
- X @RPhillips_3EDGE
- X @cucchiaro_3EDGE
- YouTube @UCFrVMdbYQHkptxQOaqChLpg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,346,141,767 | 13 | August 30, 2021 |
| October 2022 | $1,365,183,580 | 13 | April 19, 2022 |
| October 2023 | $1,332,680,861 | 18 | April 3, 2023 |
| October 2024 | $1,327,943,823 | 19 | July 29, 2024 |
| October 2025 | $1,663,823,851 | 21 | March 31, 2025 |
| October 2026 | $1,953,342,211 | 24 | April 7, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 3EDGE Asset Management, LP (CRD 282059): Form ADV filing data as of October 2026.