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Chief Technical Officer / Limited Partner · 3edge Asset Management, LP

Robert E. Phillips

CRD 4371874 · 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 Robert E. Phillips on its Form ADV as Chief Technical Officer / Limited Partner, a control person.

Firms and roles

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Robert’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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
  • 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
  • Monica (. ChandraPresident/limited Partner, 3edge Asset Management, LP

5 more people named with Robert on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.