EDISON PARTNERS MANAGEMENT, LLC

281 Witherspoon Street
Floor 3
Princeton, New Jersey 08540
Tel: (609) 896-1900

About EDISON PARTNERS MANAGEMENT, LLC

EDISON PARTNERS MANAGEMENT, LLC, formally registered with the SEC as EDISON PARTNERS MANAGEMENT, LLC. The firm was established in 10/19/2020. They have over 2 offices throughout the country.

EDISON PARTNERS MANAGEMENT, LLC is a Princeton, New Jersey based Financial Planning firm with nearly $1,680,844,956 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310951
SEC#	801-119661
Assets Managed by Firm	$1,680,844,956
No. of Clients	15
No. of Advisors	29

Fee Structure

A percentage of AUM
Performance Based
Other (PERCENTAGE OF PORTFOLIO COST-BASIS AND/OR FAIR VALUE)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$1,680,844,956

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