President/limited Partner · 3edge Asset Management, LP
Monica (. Chandra
CRD 4371882 · Named on Form ADV at one SEC-registered adviser
At a glance
3edge Asset Management, LP, an SEC-registered wealth manager based in Naples, FL with $2.0 billion in regulatory assets, lists Monica (. Chandra on its Form ADV as President/limited Partner, a control person.
Firms and roles
- 3edge Asset Management, LPPresident/limited PartnerWealth manager · Naples, FL · $2.0B in regulatory assets
AtlasMembers
Monica’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Stephen J. CucchiaroChief Executive Officer / Limited Partner, 3edge Asset Management, LP
- Robert E. PhillipsChief Technical Officer / Limited Partner, 3edge Asset Management, LP
- Defred G Folts IIILimited Partner / Chief Investment Strategist, 3edge Asset Management, LP
- Paul J. CucchiaroTrustee, Stephen J. Cucchiaro 2012 Irrevocable Trust FBO Charlotte Ames, 3edge Asset Management, LP
- Kristi M. McDermottChief Compliance Officer / Chief Operating Officer / Limited Partner, 3edge Asset Management, LP
5 more people named with Monica on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Monica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.