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EDISON PARTNERS MANAGEMENT, LLC

NASHVILLE, TN · CRD 310951 · IAPD ↗ · (609) 896-1900

$2.58BRegulatory AUM
14Advisory reps
22Employees
0Clients
n/aPlanning clients
20Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
December 2025 — EDISON PARTNERS MANAGEMENT, LLC moved its main office from PRINCETON, NJ to NASHVILLE, TN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
32
April 2025 — EDISON PARTNERS MANAGEMENT, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — EDISON PARTNERS MANAGEMENT, LLC reported RAUM up 42% ($1.68B -> $2.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — EDISON PARTNERS MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.