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They include 1,133 individual clients, 356 high-net-worth individuals and 14 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 7 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does 3edge Asset Management offer?","answer":"3edge Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does 3edge Asset Management charge?","answer":"3edge Asset Management charges 0.50%–0.80% a year for its Separately Managed Accounts. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.","source":"3EDGE ADV PART 2A, filed 7 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does 3edge Asset Management use?","answer":"3edge Asset Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.08B and Charles Schwab & Co., Inc. (San Francisco, CA), with $236M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does 3edge Asset Management have?","answer":"3edge Asset Management has 12 investment adviser representatives registered with state securities authorities, out of 24 employees, and 12 perform investment advisory functions. 10 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does 3edge Asset Management invest in?","answer":"At the end of its last fiscal year, 3edge Asset Management’s separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs) and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does 3edge Asset Management have a minimum investment?","answer":"Yes, 3edge Asset Management’s minimum account size for its Separately Managed Accounts is $500K.","source":"3EDGE ADV PART 2A, filed 7 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns 3edge Asset Management?","answer":"3edge Asset Management’s direct owners are Stephen Cucchiaro, Robert Phillips, Defred Folts III, Paul Cucchiaro, Kristi McDermott, Monica Chandra, Eric Biegeleisen, Stephen J. Cucchiaro 2012 Irrevocable Trust Fbo Charlotte Ames, Stephen J. Cucchiaro 2012 Irrevocable Trust Fbo Connor Bair-Cucchiaro, Stephen J. Cucchiaro 2012 and Katherine Galloway, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 7 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does 3edge Asset Management get paid?","answer":"3edge Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is 3edge Asset Management registered with the SEC?","answer":"Yes, 3edge Asset Management has been registered with the SEC as an investment adviser since 28 December 2015. 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