3 Edge Asset Management, Lp
- Regulatory AUM
- $2.0B
- Discretionary
- $1.9B
- Clients
- 1,528
- Avg AUM / client
- $1.3M
- Accounts
- 2,207
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,133 | $445M | 22.8% |
| High net worth individuals | 356 | $679M | 34.7% |
| Investment companies | 4 | $638M | 32.7% |
| Pension and profit sharing plans | 9 | $40.3M | 2.06% |
| Charitable organizations | 14 | $85.2M | 4.36% |
| Corporations and other businesses | 12 | $65.9M | 3.37% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| C H M C Anesthesia Foundation Inc EIN 042702169 | Boston, MA | 09/30/2024 |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Defred G Folts Iii | Limited Partner / Chief Investment Strategist | Nov 2015 (11y) | 5% – 10% | |
| Mcdermott, Kristi, Marjaana | Chief Compliance Officer / Chief Operating Officer / Limited Partner | Nov 2015 (11y) | Less than 5% | |
| Robert Edwin Phillips | Chief Technical Officer / Limited Partner | Nov 2015 (11y) | 10% – 25% | |
| Stephen Joseph Cucchiaro | Chief Executive Officer / Limited Partner | Nov 2015 (11y) | ≈ 0% – 5% via 3 Edge Asset Management General Partner, Llc | |
| Cucchiaro, Paul, Joseph | Trustee, Stephen J. Cucchiaro 2012 Irrevocable Trust Fbo Charlotte Ames | Feb 2016 (11y) | 5% – 10% | |
| Fay, Michael, Leo | Trustee | Feb 2016 (11y) | 5% – 10% | |
| Monica (Nmn) Chandra | President/Limited Partner | Feb 2016 (10y) | 10% – 25% | |
| Eric Lawrence Biegeleisen | Limited Partner / Deputy Chief Investment Officer | CFA | May 2017 (9y) | 5% – 10% |
| Jonathan Brook Cressy | Limited Partner | Dec 2020 (6y) | Less than 5% | |
| Peter Briggs Mc Manus | Registered representative | CFP | Feb 2016 (10y) | |
| Ashley Elizabeth Koed | Registered representative | Mar 2016 (10y) | ||
| Amanda Christina Preston | Registered representative | CFP | Nov 2022 (4y) | |
| Lawrence Laurent Jules | Registered representative | Nov 2022 (4y) | ||
| Alireza Kandi | Registered representative | Jun 2023 (3y) | ||
| Ryan Steven Connolly | Registered representative | Feb 2024 (2y) | ||
| Kevin Patrick Kenny | Registered representative | Sep 2024 (2y) | ||
| Kevin Joseph Latu | Registered representative | Feb 2025 (1y) | ||
| Thomas Giardino | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stephen J. Cucchiaro 2012 Irrevocable Trust Fbo Charlotte Ames | Limited Partner | Nov 2015 | A | 5% – 10% |
| Stephen J. Cucchiaro 2012 Irrevocable Trust Fbo Connor Bair Cucchiaro | Limited Partner | Nov 2015 | A | 5% – 10% |
| 3 Edge Asset Management General Partner, Llc | General Partner | Oct 2015 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Stephen Joseph Cucchiaro: 75% – 100% of 3 Edge Asset Management General Partner, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| C H M C Anesthesia Foundation Inc | Public charity | $351M | 09/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/07/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $1.1B (55% of AUM) Apr 2026
- Charles Schwab & Co. $236M (12% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗