3Edge Asset Management, LP

3EDGE serves individuals (including high‑net‑worth clients), family offices, endowments, foundations, private retirement plans and corporations, offering discretionary separately managed accounts, non‑discretionary advisory services, sub‑advisory arrangements, model portfolio recommendations to other advisers, and investment management for registered open‑end exchange‑traded funds and collective investment trusts. The firm generally implements client strategies using exchange‑traded funds — including its own 3EDGE Funds — and can tailor allocations or restrictions to individual client circumstances; financial planning is provided to discretionary clients without a separate fee.

The firm follows a top‑down, global multi‑asset allocation approach that combines proprietary quantitative (deductive) research with Investment Committee judgment and ongoing stress testing across macro, geopolitical and tail‑risk scenarios to identify index‑level mispricings. 3EDGE evaluates ETFs for liquidity, tracking and cost as part of portfolio construction, applies a quantitative ESG scoring process for ESG strategies, and uses approved AI/machine‑learning tools for research and modeling under human supervision.

A distinguishing feature relative to many multi‑team peers is 3EDGE’s role as adviser to multiple registered ETFs and as sub‑advisor to collective investment trusts while also providing SMA and model services to external advisers; its model portfolios can be delivered to outside advisers and may allocate to 3EDGE Funds. The firm discloses potential conflicts that arise from allocating client assets to its own funds and describes partner‑level review and oversight of sub‑advisers and model implementations as part of its governance and conflict‑management framework.