Asset ManagerRIA · CRD 282059SEC-Registered

Updated:

3EDGE Asset Management

3EDGE Asset Management manages multi-asset global portfolios for institutions and family offices using macroeconomic research and tactical allocation.

3EDGE Asset Management

3EDGE Asset Management operates as an asset manager focusing on multi-asset class strategies for institutional investors and family offices. The firm's investment process is built around top-down macro analysis, seeking to allocate across equities, fixed income, currencies, and commodities based on global economic trends. The firm is based in the United States and serves a client base that includes endowments, foundations, pension funds, and high-net-worth individuals. The firm's approach emphasizes risk management and global diversification. It uses quantitative models alongside fundamental research to identify investment opportunities. The firm does not disclose its total assets under management publicly. Team size and detailed professional biographies are limited in public sources. 3EDGE Asset Management operates with a focus on delivering consistent, risk-adjusted returns. The firm has not publicly announced recent significant operational changes or new fund launches in the past two years. Its structure and proprietary research process distinguish it within the asset management landscape. The firm's structural differentiator lies in its systematic macro-driven process combined with a flexible mandate, allowing it to invest across asset classes without being constrained to a single style or geography. This adaptability is key to navigating varying market regimes.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is the investment strategy of 3EDGE Asset Management?

3EDGE Asset Management employs a multi-asset investment strategy driven by top-down macroeconomic analysis. The firm allocates globally across equities, fixed income, currencies, and commodities. It uses quantitative models and fundamental research to adjust exposures tactically, with a focus on risk management.

Who are the typical clients of 3EDGE Asset Management?

The firm serves institutional investors including endowments, foundations, pension funds, and family offices. It also works with high-net-worth individuals. The firm acts as an outsourced investment office for clients seeking professional multi-asset portfolio management.

Does 3EDGE Asset Management disclose its assets under management?

No. The firm does not publicly disclose its AUM or total deployment figures. This is common among boutique asset managers that value discretion. The exact scale of the firm remains undisclosed in public records.

What asset classes does 3EDGE Asset Management invest in?

The firm invests across multiple asset classes, including public equities, fixed income securities, currencies, and commodities. It also has the flexibility to invest in cash and alternatives as part of its tactical allocation. The specific mix adjusts based on the firm's macroeconomic outlook.

Is 3EDGE Asset Management a single family office?

No. 3EDGE Asset Management is structured as an independent asset management firm. It is not a family office. It manages capital for multiple external clients, including institutions and individuals.

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