EDISON PARTNERS MANAGEMENT, LLC

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Adviser Profile
As of Date 07/30/2024
Adviser Type - Large advisory firm
Number of Employees 29 11.54%
of those in investment advisory functions 17
Registration SEC, Approved, 10/19/2020
AUM* 1,680,844,956 15.51%
of that, discretionary 1,680,844,956 15.51%
Private Fund GAV* 1,680,132,973 15.29%
Avg Account Size 112,056,330 15.51%
SMA’s No
Private Funds 15
Contact Info (60 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 1B 833M 625M 416M 208M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeVenture Capital Fund Count15 GAV$1,680,132,973

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Brochure Summary

Overview

4.A Advisory Firm Description Edison Partners Management, LLC (“Edison”) is a Delaware limited liability company formed on July 27, 2020. 4.B Types of Advisory Services Edison currently provides investment advisory services on a discretionary basis to private pooled investment vehicles (collectively, the “Funds” and each, a “Fund”). References throughout this brochure to “a Fund” or “Funds” are generally intended to cover any existing or future private fund advised or sponsored by Edison or its affiliates, including any co-investment vehicles. 4.C Client Investment Objectives/Restrictions Investments in the Funds are managed in accordance with the applicable Fund’s strategy and guidelines set forth in the relevant Fund documents and are generally not managed based upon the particular interests of an investor. Accordingly, investors must consider whether the Fund meets their investment objectives and tolerance prior to investing. Information about the Funds, including any relevant restrictions, can be found in the Fund offering documents, which are only provided to qualified current and prospective
investors through Edison or another authorized party. Additionally, Edison may provide services to portfolio companies held in private pooled investment vehicles to the extent and subject to the limitations set forth in the relevant limited partnership agreement. For example, Edison typically appoints a representative to serve on the board of directors of its portfolio companies in connection with its Fund investments. In addition, Edison may provide other services to its portfolio companies such as monitoring services, which services (if applicable) are provided consistent with the relevant Fund’s limited partnership agreement. Clients are typically not permitted to impose restrictions on investing in certain securities or types of securities, unless an exception is agreed upon by Edison in writing. 4.D Wrap Fee Programs Edison does not participate in, nor is it a sponsor of, any wrap fee programs. 4.E Assets Under Management As of December 31, 2023, Edison managed approximately $1,680,844,956in regulatory assets under management, which are managed on a discretionary basis.