EDISON PARTNERS MANAGEMENT, LLC
Adviser information for EDISON PARTNERS MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 29 |
|---|---|
| Investment Advisory/Research | 17 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 15 | $1.7B |
| Non-Discretionary | 0 | $0 |
| Total | 15 | $1.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 15 | $1.7B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesPERCENTAGE OF PORTFOLIO COST-BASIS AND/OR FAIR VALUE |
Identifiers
| SEC RIA File Number | 801-119661 |
|---|---|
| SEC ERA File Number | 801-119661 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310951 |
| Legal Entity Identifier | None |
Principal Office
281 WITHERSPOON STREETFLOOR 3
PRINCETON
NJ
United States
Monday - Friday, 8AM-5PM
Tel: (609) 896-1900, Fax: (609) 896-0066
Chief Compliance Officer
JOSEPH D GIQUINTO
CHIEF FINANCIAL OFFICER
281 WITHERSPOON STREET
SUITE 300
PRINCETON
NJ
United States
Tel:
(609) 896-1900
J********@*****************M
(Full email address available in API data)
Industry Affiliates
| EDISON IX GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EDISON PARTNERS VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EDISON PARTNERS VII-A, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EDISON PARTNERS VII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EDISON VII AF GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EDISON VIII GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EDISON VIII-A GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EDISON X GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EDISON PARTNERS IX-B, LP | Venture Capital Fund | $203.7M | $0.1M | 188 |
| EDISON PARTNERS IX-EDN, LP | Venture Capital Fund | $11.3M | $0.1M | 28 |
| EDISON PARTNERS IX, LP | Venture Capital Fund | $507.8M | $0.1M | 39 |
| EDISON PARTNERS VIII-A, LP | Venture Capital Fund | $3.4M | $0.1M | 2 |
| EDISON PARTNERS VIII-B, LP | Venture Capital Fund | $18.4M | $0.1M | 70 |
| EDISON PARTNERS VIII-EDN, LP | Venture Capital Fund | $3.2M | $0.1M | 24 |
| EDISON PARTNERS VIII, LP | Venture Capital Fund | $205.5M | $0.1M | 42 |
| EDISON PARTNERS X-B, LP | Venture Capital Fund | $96.5M | $0.1M | 221 |
| EDISON PARTNERS X-EDN, LP | Venture Capital Fund | $10.4M | $0.1M | 45 |
| EDISON PARTNERS X, LP | Venture Capital Fund | $351.3M | $0.1M | 77 |
| EDISON VENTURE FUND VI-A, LP | Venture Capital Fund | $0.0M | $0.1M | 3 |
| EDISON VENTURE FUND VI, LP | Venture Capital Fund | $12.6M | $0.1M | 75 |
| EDISON VENTURE FUND VII-A, LP | Venture Capital Fund | $0.2M | $0.1M | 3 |
| EDISON VENTURE FUND VII, LP | Venture Capital Fund | $0.1M | $0.1M | 60 |
| EDISON VII AF, LP | Venture Capital Fund | $255.6M | $0.1M | 51 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARCUS, LENARD, WENDELL | Individual | – | MANAGER/MEMBER | 07/2020 | 10-25% |
| SUGDEN, CHRISTOPHER, SCOTT | Individual | – | MANAGER/MEMBER | 07/2020 | 25-50% |
| ZIEGLER, RYAN, MARK | Individual | – | MANAGER/MEMBER | 07/2020 | 10-25% |
| GIQUINTO, JOSEPH, DONALD | Individual | – | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | 07/2020 | < 5% |
| FORD, KELLY, ANNE | Individual | – | MANAGER/MEMBER | 07/2020 | 10-25% |
| HERSCOVICI, DANIEL | Individual | – | MANAGER/MEMBER | 07/2020 | 10-25% |
| MICHAELSON, GREGG, TODD | Individual | – | MANAGER/MEMBER | 07/2020 | 10-25% |