Defred G. Folts Iii

3EDGE ASSET MANAGEMENT, LP

Boston, MA 02110

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CRD#: 2626237

Professional summary

Defred G Folts Iii, who also goes by Defred G Folts III, Defred Folts, Fritz Folts, Defred G Folts, is a registered financial advisor currently at 3EDGE ASSET MANAGEMENT, LP located in Boston, Massachusetts.

Defred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Defred has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Defred G Folts Iii | Defred Folts | Fritz Folts | Defred G Folts

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Member of the Board of Governors & Chairman of the Investment Committee Concord Museum Cambridge Turnpike Concord, MA 01742 I serve on the Board of Governors at the Concord Museum. I am also the Chair of the Investment Committee which is responsible for management of the museum's endowment fund. I joined the Board at the Concord Museum in October of 2024. 2) Member of the Investment Committee The Umbrella Center for the Arts Stow Street Concord, MA 01742 I serve on the Investment Committee which is responsible for management of the Umbrella's endowment fund. I joined the Umbrella's investment committee in July of 2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Defred G Folts Iii's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 20, 2016 - Present

3EDGE ASSET MANAGEMENT, LP

Office #1: 225 Franklin Street 26th Floor, Boston, MA 02110

RIA

CRD#: 282059

Boston, MA

Past

November 10, 2010 - February 18, 2015

WINDHAVEN INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 155138

BOSTON, MA

Past

January 12, 2004 - November 18, 2010

WINDWARD INVESTMENT MANAGEMENT INC

RIA

CRD#: 109405

BOSTON, MA

Past

December 20, 2002 - October 28, 2003

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

December 17, 1999 - December 20, 2002

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

August 25, 1998 - December 1, 1999

SAUGATUCK SECURITIES, INC.

CRD#: 45205

WESTPORT, CT

Past

November 19, 1997 - September 25, 1998

TRADECO GLOBAL SECURITIES, INC.

CRD#: 24621

NEW YORK, NY

Past

January 31, 1997 - April 29, 1997

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/20/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/5/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/29/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/2/1998

General Securities Principal Examination

Current Firm

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 Approved)

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Contact information

Main Address

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

Mailing Address

Phone number

(844) 903-3343

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

3EDGE ADV PART 2A - JULY 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,211
AUM (Assets Under Management)	$ 1,663,823,851

Red Flags

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Defred G. Folts Iii

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Defred G Folts Iii's CRS (Customer Relationship Summary).

Certified licenses

Experience

WINDHAVEN INVESTMENT MANAGEMENT, INC.

WINDWARD INVESTMENT MANAGEMENT INC

INVESTORS CAPITAL CORP.

LEHMAN BROTHERS INC.

SAUGATUCK SECURITIES, INC.

TRADECO GLOBAL SECURITIES, INC.

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

3EDGE ASSET MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/5/2003

Series 63

Date: 3/30/1998

Series 7

Date: 1/29/1997

Series 24

Date: 7/2/1998

Current Firm

3EDGE ASSET MANAGEMENT, LP

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

3EDGE ASSET MANAGEMENT, LP

TRUST BUT VERIFY

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