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CRD 282059
NAPLES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STEPHEN JOSEPH CUCCHIARO | n/a | NAPLES, FL | 10 | 35 | 2 | no |
| DEFRED G FOLTS III | n/a | Boston, MA | 10 | 28 | 2 | no |
| ROBERT EDWIN PHILLIPS | n/a | Boston, MA | 10 | 23 | 3 | no |
| MONICA (NMN) CHANDRA | n/a | Surfside, FL | NAPLES, FL | 10 | 10 | n/a | yes |
| Peter Briggs McManus | Certified Financial Planner | Boston, MA | NAPLES, FL | 10 | 30 | 1 | yes |
| ASHLEY ELIZABETH KOED | n/a | Louisville, KY | NAPLES, FL | 10 | 17 | 3 | no |
| ERIC LAWRENCE BIEGELEISEN | Chartered Financial Analyst | NAPLES, FL | Boston, MA | 9 | 17 | 5 | yes |
| JONATHAN BROOK CRESSY | n/a | Southport, NC | 5 | 31 | n/a | yes |
| Amanda Christina Preston | Certified Financial Planner | NAPLES, FL | Los Angeles, CA | 3 | 12 | 1 | no |
| LAWRENCE LAURENT JULES | n/a | Boston, MA | NAPLES, FL | 3 | 20 | 4 | no |
| Alireza Kandi | n/a | NAPLES, FL | 3 | 13 | 4 | yes |
| Ryan Steven Connolly | n/a | NAPLES, FL | Lone Tree, CO | 2 | 13 | 2 | yes |
| KEVIN PATRICK KENNY | n/a | NAPLES, FL | NESQUEHONING, PA | 2 | 23 | 3 | yes |
| Kevin Joseph Latu | n/a | NAPLES, FL | Boston, MA | 1 | 11 | n/a | yes |
| THOMAS GIARDINO | n/a | Scottsdale, AZ | NAPLES, FL | 0 | 26 | 4 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| 3EDGE GLOBAL OPPORTUNITIES FUND, LP | Hedge Fund | $152M | Oct 28, 2020 | 65 | Mar 21, 2016 | dropped | 021-251950 |
| 3EDGE GLOBAL OPPORTUNITIES NON-QP FUND, LP | Hedge Fund | $12.8M | Mar 30, 2019 | 29 | Mar 21, 2016 | dropped | 021-258040 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| 3EDGE ASSET MANAGEMENT | GENERAL PARTNER | Na | yes | 10/2015 | Apr 7, 2026 | Apr 7, 2026 |
| BIEGELEISEN, ERIC, LAWRENCE | LIMITED PARTNER / DEPUTY CHIEF INVESTMENT OFFICER | A | yes | 01/2022 | Apr 7, 2026 | Apr 7, 2026 |
| CHANDRA, MONICA, (NMN) | PRESIDENT/LIMITED PARTNER IRREVOCABLE TRUST FBO CONNOR BAIR-CUCCHIARO | B | yes | 01/2017 | Apr 7, 2026 | Apr 7, 2026 |
| CRESSY, JONATHAN, BROOK | LIMITED PARTNER IRREVOCABLE TRUST FBO CHARLOTTE AMES IRREVOCABLE TRUST FBO CONNOR BAIR-CUCCHIARO | Na | yes | 01/2024 | Apr 7, 2026 | Apr 7, 2026 |
| CUCCHIARO, STEPHEN, JOSEPH | CHIEF EXECUTIVE OFFICER / LIMITED PARTNER | C | yes | 11/2015 | Apr 7, 2026 | Apr 7, 2026 |
| FOLTS III, DEFRED, G | LIMITED PARTNER / CHIEF INVESTMENT STRATEGIST IRREVOCABLE TRUST FBO CHARLOTTE AMES | B | yes | 11/2015 | Apr 7, 2026 | Apr 7, 2026 |
| JULES, LAWRENCE, LAURENT | LIMITED PARTNER, HEAD TRADER | Na | yes | 01/2026 | Apr 7, 2026 | Apr 7, 2026 |
| KOED, ASHLEY, ELIZABETH | LIMITED PARTNER, HEAD OF OPERATIONS & CLIENT SERVICE | Na | yes | 01/2026 | Apr 7, 2026 | Apr 7, 2026 |
| MCDERMOTT, KRISTI, MARJAANA | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER / LIMITED PARTNER | A | yes | 11/2015 | Apr 7, 2026 | Apr 7, 2026 |
| PHILLIPS, ROBERT, EDWIN | CHIEF TECHNICAL OFFICER / LIMITED PARTNER | B | yes | 11/2015 | Apr 7, 2026 | Apr 7, 2026 |
| 3EDGE ASSET MANAGEMENT GENERAL PARTNER, LLC | GENERAL PARTNER | Na | yes | 10/2015 | Nov 20, 2015 | Nov 14, 2024 |
| CHANDRA, MONICA, (NMN) | Officer | F | yes | 10/2022 | Mar 27, 2017 | Nov 14, 2024 |
| CUCCHIARO, PAUL, JOSEPH | Trustee | F | yes | 02/2016 | Nov 20, 2015 | Nov 14, 2024 |
| CUCCHIARO, PAUL, JOSEPH | Trustee | F | yes | 02/2016 | Nov 20, 2015 | Nov 14, 2024 |
| CUCCHIARO, STEPHEN, JOSEPH | MEMBER & MANAGER | E | yes | 12/2015 | Nov 20, 2015 | Nov 14, 2024 |
| FAY, MICHAEL, LEO | Trustee | F | yes | 02/2016 | Nov 20, 2015 | Nov 14, 2024 |
| FAY, MICHAEL, LEO | Trustee | F | yes | 02/2016 | Nov 20, 2015 | Nov 14, 2024 |
| FOLTS III, DEFRED, G | Officer | F | yes | 12/2015 | Nov 20, 2015 | Nov 14, 2024 |
| PHILLIPS, ROBERT, EDWIN | Officer | F | yes | 12/2015 | Nov 20, 2015 | Nov 14, 2024 |
| STEPHEN J. CUCCHIARO 2012 | LIMITED PARTNER | A | no | 11/2015 | Apr 7, 2026 | Apr 7, 2026 |
| CUCCHIARO, PAUL, JOSEPH | TRUSTEE, STEPHEN J. CUCCHIARO 2012 IRREVOCABLE TRUST FBO CONNOR BAIR-CUCCHIARO | A | no | 02/2016 | Nov 20, 2015 | Nov 14, 2024 |
| FAY, MICHAEL, LEO | TRUSTEE, STEPHEN J. CUCCHIARO 2012 IRREVOCABLE TRUST FBO CHARLOTTE AMES | A | no | 02/2016 | Nov 20, 2015 | Nov 14, 2024 |
| STEPHEN J. CUCCHIARO 2012 IRREVOCABLE TRUST FBO CHARLOTTE AMES | LIMITED PARTNER | A | no | 11/2015 | Mar 31, 2023 | Nov 14, 2024 |
| STEPHEN J. CUCCHIARO 2012 IRREVOCABLE TRUST FBO CONNOR BAIR-CUCCHIARO | LIMITED PARTNER | A | no | 11/2015 | Mar 31, 2023 | Nov 14, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Boston | Ma | United States | 13 | no |
| LOS ANGELES | CA | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 7, 2026 | $2.0B | $1.9B | 24 | 12 | 8 | n/a | n/a |
| 2024 | Mar 31, 2025 | $1.7B | $1.7B | 21 | 12 | 5 | n/a | n/a |
| 2023 | Mar 28, 2024 | $1.3B | $1.3B | 19 | 12 | 4 | n/a | n/a |
| 2022 | Mar 31, 2023 | $1.3B | $1.3B | 18 | 11 | 2 | n/a | n/a |
| 2021 | Mar 31, 2022 | $1.4B | $1.4B | 13 | 9 | 1 | n/a | n/a |
| 2020 | Mar 29, 2021 | $1.1B | $1.1B | 13 | 8 | 1 | n/a | n/a |
| 2019 | Mar 30, 2020 | $899M | $899M | 13 | 8 | 1 | 1 | $152M |
| 2018 | Mar 30, 2019 | $896M | $896M | 13 | 8 | 1 | 2 | $186M |
| 2017 | Mar 30, 2018 | $784M | $784M | 12 | 8 | 1 | 2 | $197M |
| 2016 | Mar 27, 2017 | $497M | $497M | 11 | 4 | n/a | 2 | $151M |
| 2015 | Mar 21, 2016 | $109M | $109M | 9 | 4 | n/a | 2 | $67.6M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.0B | $1.7B | 17.4% | $1.3B | 13.6% | 24 | 21 | 8 | 5 |