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
Surfside, FL
Credentials
Series 63, Series 65
Industry experience
11 years
Monica Chandra is a financial advisor with 11 years of industry experience, currently with 3EDGE Asset Management, LP. She holds Series 63 and Series 65 designations and has worked at firms including Vigilant Distributors LLC and Foreside Fund Services, LLC. Outside of her advisory role, she serves as a board member for Leader ZInvest LLC, a venture firm making technology investments. 3EDGE Asset Management serves a diverse client base including individuals, family offices, and institutions 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, implementing primarily via index ETFs and proprietary ESG strategies.
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
Surfside, FL
Florida · Louisiana · Massachusetts
3EDGE Asset Management, LP
2026 - Present (1 year)
3EDGE Asset Management, LP
2026 - 2026 (1 year)
Vigilant Distributors LLC
2024 - Present (2 years)
Foreside Fund Services, LLC
2017 - 2020 (3 years)
3Edge Asset Management, LP
2016 - 2026 (10 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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Series 63, Series 65
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