Naples, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
3 Edge Asset Management, Lp
Team
Firm-wide stats for 3 Edge Asset Management, Lp
About
3EDGE Asset Management is a discretionary investment manager that serves separately managed account clients, acts as a sub‑advisor to other investment advisers, and manages registered exchange-traded funds and collective investment trusts. The firm also delivers model portfolio recommendations to outside advisers and provides non‑discretionary investment advice and financial planning to individual and high‑net‑worth clients.
The firm’s investment approach is a top‑down, globally diversified multi‑asset allocation process that combines quantitative research with investment committee judgment and ongoing stress testing. 3EDGE typically implements strategies using ETFs—including its own 3EDGE Funds—and, for certain SMA strategies, may employ derivatives and borrowing to achieve tactical exposures.
Compared with many peers, 3EDGE both manages investment company vehicles (ETFs) and serves as subadvisor to CITs, and it engages in advertising practices that include endorsements, published performance results, and references to third‑party ratings. The firm also participates in referral programs (including Fidelity’s advisor referral program), disclosed consulting arrangements related to its CIT business, and maintains multiple offices and registered broker‑dealer affiliations for some personnel.
Based on 3 Edge Asset Management, Lp
Expertise
Based on 3 Edge Asset Management, Lp
Location
999 Vanderbilt Beach Road, Suite 200
Naples FL 34108
Advisors at this office
2
Advisors at this office
Alireza K
CFA®, Series 63, Series 66
Naples, FL
3 Edge Asset Management, Lp
Alireza Kandi is a CFA® charterholder and registered financial advisor with 12 years of industry experience. He is currently with 3EDGE Asset Management, LP and Vigilant Distributors, having previously worked at Charles Schwab and Cetera Investment Services. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment.
Stephen C
Series 63
Naples, FL
3 Edge Asset Management, Lp
Stephen Cucchiaro is a financial advisor with 30 years of industry experience currently at 3EDGE Asset Management, LP. He holds the Series 63 designation and has worked at 3EDGE since 2015, including time before the firm’s current formation, with prior roles at Windhaven Investment Management, Inc. and Windward Investment Management Inc. He is also involved with 3EDGE Technology Company, providing technology services related to investment. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy combining quantitative research with committee judgment.
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