Advisor at 3Edge Asset Management, LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
3Edge Asset Management, LP
Location
Southport, NC
Credentials
Series 63, Series 65, Series 66
Industry experience
26 years
Jonathan Cressy is a financial advisor at 3Edge Asset Management, LP with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Pimco Investments LLC and Foreside Fund Services, LLC. Outside of his advisory role, he manages a real estate business focused on rental properties. 3Edge Asset Management serves a range of clients including high-net-worth individuals, family offices, and institutional investors through separately managed accounts, sub-advisory relationships, and ETFs. The firm employs a global, multi-asset, top-down allocation strategy that integrates quantitative research with committee review and portfolio stress testing, primarily implementing investments via index ETFs and proprietary ESG rankings.
Based on 3Edge Asset Management, LP
Based on 3Edge Asset Management, LP
0.80% annual flat fee for non-discretionary investment advisory services based on assets in financial plan
$0 - $1,000,000: 0.80% annually $1,000,000 - $5,000,000: 0.70% annually $5,000,000 - $50,000,000: 0.60% annually $50,000,000+: 0.50% annually
Account minimum: $500,000
Southport, NC
North Carolina · Texas
Vigilant Distributors, LLC
2024 - Present (2 years)
3 Edge Asset Management, Lp
2023 - Present (3 years)
3 Edge Asset Management, Lp
2018 - 2023 (5 years)
Foreside Fund Services, LLC
2018 - 2020 (2 years)
Foreside Fund Services, LLC
2017 - 2017 (1 year)
3 Edge Asset Management, Lp
2017 - 2017 (1 year)
UNEMPLOYED
2017 - 2017 (1 year)
Pimco Investments Llc
2011 - 2017 (6 years)
Pacific investment Management Company LLC
2002 - 2017 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Carolina Beach, NC
Cadger Tax and Financial Inc.
Series 63, Series 65
Carolina Beach, NC
SCW Wealth Management, LLC
CFP®, Series 66
Southport, NC
Reach Strategic Wealth LLC
Series 63, Series 65, Series 66
Bolivia, NC
Liberty Square Wealth Partners LLC
Series 63, Series 65
Bolivia, NC
Riggs Asset Management Co Inc
Series 63, Series 65
Southport, NC
First Financial Coaching, Inc.
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