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.