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3EDGE ASSET MANAGEMENT, LP

NAPLES, FL · CRD 282059 · IAPD ↗ · 844-903-3343

$1.95BRegulatory AUM
12Advisory reps
24Employees
11Clients
51-100Planning clients
0Private funds
44States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — 3EDGE ASSET MANAGEMENT, LP added office(s): 5 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — 3EDGE ASSET MANAGEMENT, LP reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2025 — 3EDGE ASSET MANAGEMENT, LP added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — 3EDGE ASSET MANAGEMENT, LP reported RAUM up 25% ($1.33B -> $1.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — 3EDGE ASSET MANAGEMENT, LP added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — 3EDGE ASSET MANAGEMENT, LP reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.