Data / Investment advisers / Florida / 3edge Asset Management, LP
3edge Asset Management, LP, Naples, FL: $2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
3edge Asset Management, LP is an SEC registered investment adviser with its main office in Naples, Florida and reports $2 billion in regulatory assets under management in its Form ADV filed April 7, 2026. Its clients include high net worth individuals, investment companies and individuals. It is paid through a percentage of assets under management.
The request: Watch 3edge Asset Management, LP (CRD number 282059): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 282059
- SEC file number
- 801-106982
- SEC status
- Approved, effective December 28, 2015
- Main office
- 999 Vanderbilt Beach Road Suite 200, Naples, FL 34108
- Phone
- (844) 903-3343
- Website
- podcasts.apple.com
- Regulatory AUM
- $1,953,342,211 in the Form ADV filed April 7, 2026
- Discretionary AUM
- $1,944,914,319
- Non discretionary AUM
- $8,427,892
- Accounts
- 2,207
- Employees
- 24, of which 12 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management
- Other offices
- 8
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 356 | $678.7 million |
| Investment companies | 4 | $638.1 million |
| Individuals (other than high net worth individuals) | 1,133 | $445.2 million |
| Charitable organizations | 14 | $85.2 million |
| Corporations or other businesses | 12 | $65.9 million |
| Pension and profit sharing plans | 9 | $40.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.95 billion | March 30, 2026 |
| December 1, 2025 | $1.66 billion | October 14, 2025 |
Other advisers in Naples
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capital Wealth Planning, LLC | Naples | $17.25 billion | Not listed | adviserinfo.sec.gov |
| Bramshill Investments, LLC | Naples | $8.14 billion | 2 | adviserinfo.sec.gov |
| Moran Wealth Management, LLC | Naples | $5.10 billion | Not listed | adviserinfo.sec.gov |
| Cwa Asset Management Group | Naples | $4.51 billion | 3 | adviserinfo.sec.gov |
| Naples Global Advisors | Naples | $2.00 billion | Not listed | adviserinfo.sec.gov |
| Capital Z Partners Management, LLC | Naples | $1.94 billion | 5 | adviserinfo.sec.gov |
| Ciccarelli Advisory Services Inc | Naples | $1.59 billion | Not listed | adviserinfo.sec.gov |
| Evertern Wealth, LLC | Naples | $1.56 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Naples, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving investment companies
- 3edge Asset Management, LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.