Peter
Mcmanus

3Edge Asset Management, Lp

CRD#1672941
Investment Advisor
in Boston, MA
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About this Advisor

Peter Mcmanus is a certified financial planner operating out of Boston, Massachusetts, who has been in the advisory business for 24 years. Mcmanus is an advisor for 3Edge Asset Management, Lp. Over the course of their career, Mcmanus has held roles at 3Edge Asset Management, Lp, Allianz Global Investors Distributors LLC, Cadence Capital Management Inc, Granite Investment Advisors, Inc, Bny Mellon, Disciplined Alpha and Foreside Fund Services, LLC. Mcmanus holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts and Texas. 3Edge Asset Management, Lp is an advisory business that has its headquarters in Boston, Massachusetts. It has a total of 12 people on staff. It administers $784 million in assets under management among its 813 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides financial advice to 17 charities and foundations. Of its 813 client accounts, 32% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types charged by 3Edge Asset Management, Lp may include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

24 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

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3Edge Asset Management, Lp Brokerage Details

Total Assets Under Management

$896,276,839

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

13

MA Average: 118
Total Number of Accounts

1,064

MA Average: 4,567
Average Account Size

$842,365

MA Average: $3,506,186

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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

Peter Mcmanus Work History

Peter has 24 years of experience.

2017 - Present (2 years)

Foreside Fund Services, LLC

2016 - Present (3 years)

3Edge Asset Management, Lp

2014 - 2016 (2 years)

Disciplined Alpha

2013 - 2014 (1 year)

Bny Mellon

2011 - 2013 (2 years)

Granite Investment Advisors, Inc

1994 - 2010 (16 years)

Allianz Global Investors Distributors LLC

1994 - 2011 (17 years)

Cadence Capital Management Inc

Disclosures

Peter Mcmanus has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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