Provided by Convergence Inc.
Institutional intelligence for the asset management industry

3EDGE ASSET MANAGEMENT

Business and Investment Profile

The 3EDGE ASSET MANAGEMENT is a privately held investment adviser that advises $2.21Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. 3EDGE ASSET MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 92.33% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 10.6 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 999 VANDERBILT BEACH ROAD SUITE 200, NAPLES, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 24 employees comprised of 12 investment and 12 non-investment staff. The total number of Employees increased by 84.62% over the last 5-years.

Asset Profile

Their $2.21Bn in assets advised are owned by 0 private funds, 4 public funds and BDCs and 35 other accounts. Assets of Investment Companies (IC) clients own $896.1mn or 40.52% of Total Assets and High Net Worth Individuals own $678.7mn or 30.69% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse and Long/Short Equity, representing 55.46% and 44.54% of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees and management fees.

Sub-Advisers

3EDGE ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: 3EDGE ASSET MANAGEMENT

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: 3edge Asset Management
Generated 2026-09-12T06:48:48.9596676.  © 2026 Convergence.