Edison Partners Management, LLC

Edison Partners Management, LLC is a registered investment adviser established on July 27, 2020, based in Princeton, New Jersey. The firm specializes in providing investment advisory services on a discretionary basis to private pooled investment vehicles, managing approximately $2.4 billion in assets as of December 31, 2024. Clients of the firm are typically private funds with minimum investment requirements ranging from $50,000 to $1,000,000. Investment strategies focus on capital appreciation through equity investments in software and technology-enabled private businesses primarily in the eastern United States. The firm's investment philosophy involves working closely with management teams to create value through strategic and operational initiatives. Fees are based on a percentage of assets under management, with management fees deducted quarterly in advance. Edison does not participate in wrap fee programs and does not engage in soft dollar arrangements. The firm exercises discretionary authority for trading on behalf of clients, subject to any restrictions outlined in the limited partnership agreements. Edison has not been subject to any material legal or disciplinary events and maintains custody of client assets in compliance with regulatory requirements. The firm has written Proxy Voting Policies and Procedures and does not have any financial commitments impairing its ability to meet client obligations.