Eric
Biegeleisen

3Edge Asset Management, Lp

CRD#5561113
Investment Advisor
in Boston, MA
Are you Eric Biegeleisen? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Eric Biegeleisen is an investment advisor whose office is in Boston, Massachusetts. Currently an investment advisor at 3Edge Asset Management, Lp, Biegeleisen has 11 years of professional experience as a financial advisor. Biegeleisen has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative. Biegeleisen can advise customers in Massachusetts. During their career, the advisor has held roles at Windhaven Investment Management, Windward Investment Management, Broadmeadow Capital, Good Harbor Financial, Foreside Fund Services, LLC, Cedar Capital, LLC and Beaumont Financial Partners, LLC. 3Edge Asset Management, Lp is based out of Boston, Massachusetts. As a registered advisory firm, 3Edge Asset Management, Lp oversees $784 million in assets dispersed across 813 client accounts and employs 12 staff members. The firm's total assets under management makes it one of the larger investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 32% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. 3Edge Asset Management, Lp can offer portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. The firm's fees may include asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

One International Place 44Th Floor
Boston, MA 02110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

3Edge Asset Management, Lp Brokerage Details

Total Assets Under Management

$783,810,625

MA Average: $16,012,751,954
Total Number of Employees

12

MA Average: 118
Total Number of Accounts

813

MA Average: 4,567
Average Account Size

$964,097

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Eric Biegeleisen Work History

Eric has 11 years of experience.

2017 - Present (2 years)

Foreside Fund Services, LLC

2017 - Present (2 years)

3Edge Asset Management, Lp

2016 - 2017 (1 years)

Beaumont Financial Partners, LLC

2015 - 2016 (1 years)

Cedar Capital, LLC

2014 - 2015 (1 years)

Good Harbor Financial

2014 - 2016 (2 years)

Foreside Fund Services, LLC

2014 - 2016 (2 years)

Broadmeadow Capital

2012 - 2014 (2 years)

Broadmeadow Capital

2010 - 2012 (2 years)

Windhaven Investment Management

2009 - 2010 (1 years)

Windward Investment Management

2007 - 2009 (2 years)

Windward Investment Management

Disclosures

Eric Biegeleisen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started