Wealth manager, independent · Naples, FL
3edge Asset Management, LP
SEC-registered investment adviser · CRD 282059 · SEC 801-106982
At a glance
3edge Asset Management, LP is an SEC-registered investment adviser based in Naples, Florida, with $2.0B in regulatory assets under management as of its Form ADV filed April 7, 2026. It reports 1,489 individual clients, 356 of them high-net-worth, holding an average of about $0.8 million each, and 24 employees. That ranks it 571st among the nation’s 5,657 independent wealth management RIAs and 31st of 343 in Florida. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 844-903-33433edgeam.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.0B
- Rank among independent wealth managers
- #571 of 5,657
- Rank among all SEC RIAs
- #3,685 of 17,210
- Rank in Florida
- #31 of 343
- Individual clients
- 1,489
- High-net-worth clients
- 356
- Accounts
- 2,207
- Discretionary
- 100% of AUM
- Employees
- 24
- Advisory staff
- 12
- Offices
- 9
Owners and executives on its Form ADV
- Stephen J. CucchiaroChief Executive Officer / Limited Partner
- Robert E. PhillipsChief Technical Officer / Limited Partner
- Defred G Folts IIILimited Partner / Chief Investment Strategist
- Paul J. CucchiaroTrustee, Stephen J. Cucchiaro 2012 Irrevocable Trust FBO Charlotte Ames
- Kristi M. McDermottChief Compliance Officer / Chief Operating Officer / Limited Partner
- Monica (. ChandraPresident/limited Partner
- Paul J. CucchiaroTrustee, Stephen J. Cucchiaro 2012 Irrevocable Trust FBO Connor Bair-Cucchiaro
- Eric L. BiegeleisenLimited Partner / Deputy Chief Investment Officer
- Jonathan B. CressyLimited Partner
- Katherine E. GallowayTrustee, Stephen J. Cucchiaro 2012 Irrevocable Trust FBO Charlotte Ames
- Katherine E. GallowayTrustee, Stephen J. Cucchiaro 2012 Irrevocable Trust FBO Connor Bair-Cucchiaro
- Ashley E. KoedLimited Partner, Head of Operations & Client Service
Custody and brokerage
Broker-dealer
Hybrid RIA
3edge Asset Management, LP is a hybrid RIA: 10 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed April 2026) names Vigilant Distributors as the broker-dealer its advisers are registered with.
Other Financial Industry Activities and Affiliations Several employees of 3EDGE Asset Management are also registered representatives of Vigilant Distributors, LLC, an SEC registered and FINRA member broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 356 | $679M | 35% |
| Investment companies | 4 | $638M | 33% |
| Individuals | 1,133 | $445M | 23% |
| Charitable organizations | 14 | $85M | 4% |
| Corporations or other businesses | 12 | $66M | 3% |
| Pension and profit sharing plans | 9 | $40M | 2% |
Disciplinary disclosures
3edge Asset Management, LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗3edgeam.com ↗
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- 13 namedLocked
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Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Suncoast Equity Management, LLCTampa | $2.1B | 838 |
| Indivisible PartnersClearwater | $2.1B | 534 |
| Provise Management Group, LLCClearwater | $2.0B | 1,139 |
| Bulltick Wealth Management, LLCMiami | $1.9B | 280 |
| Fourthought Financial Partners, LLC.Venice | $1.9B | 970 |
| Palisades Hudson Asset Management, L.P.Fort Lauderdale | $1.8B | 138 |
Background
Questions
How much does 3edge Asset Management, LP manage?
3edge Asset Management, LP reports $2.0B in regulatory assets under management across 2,207 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 7, 2026.
How many clients does 3edge Asset Management, LP have?
It reports 1,489 individual clients: 356 high-net-worth individuals and 1,133 other individuals. Individuals account for about 58% of its regulatory assets.
Where is 3edge Asset Management, LP headquartered?
Its main office is in Naples, Florida. It reports 9 offices in total and 24 employees, 12 of whom perform investment advisory functions.
How does 3edge Asset Management, LP charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does 3edge Asset Management, LP use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed April 7, 2026, it reports these amounts held: Fidelity ($1.1B); Charles Schwab ($236M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is 3edge Asset Management, LP a hybrid RIA with a broker-dealer?
3edge Asset Management, LP is a hybrid RIA: 10 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is 3edge Asset Management, LP a fiduciary?
As an SEC-registered investment adviser, 3edge Asset Management, LP owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 10 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is 3edge Asset Management, LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →