Defred G Folts iii
Investment adviser representative at 3edge Asset Management, LP
4 yearsExperience
1 stateRegistered in
$2BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
4 years in the industry.
- 3edge Asset Management, LPJan 2016 to now
- Foreside Fund Services, LLCMar 2018 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (MA).
3edge Asset Management, LP
$2BAssets managed
1,528Clients
15Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2626237
- Firm CRD
- 282059