DFX Intelligence
Edison Partners Ix, LP
As of · the latest observation of this vehicle; each figure below carries its own filing date
HarvestClosed to new capitalADV: Venture Capital Fund
As of · the latest observation of this vehicle; each figure below carries its own filing date
4 additional principals, 1 additional placement agent
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 365 days. Last change: 8 Nov 2018, Latest Form D filed on 8 Nov 2018: $357M sold of $357M offered, 254 investors. A Form D amount is what was sold at the filing, never a final close.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2018basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- $357Mwhat may be sold, not what was raised; file 021-311726, sworn by the adviser or filed under this vehicle
- Form D sold
- $357Mas of the filing of Nov 8, 2018, 254 investors
- First sale
- May 10, 2018
- Reported GAV
- $515Mon the Form ADV filed Mar 31, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 38
- Reported on ADV
- Mar 31, 2019 to Mar 31, 2026
Fundraising evidence
What counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.Closed to new capital
Form D filed or amended 2018-11-08: the stated $357.0M offering reported fully sold (fr-1)
evidence dated Nov 8, 2018.
Lifecycle
Harvest
Lifecycle
vintage over 7 years, still reported
age years: 8first sale: May 10, 2018vintage year: 2018adv gav as of: Mar 31, 2026vintage basis: Form d first saleform d sold: $357Mform d offering: $357Mform d latest filed at: Nov 8, 2018
The fund's own reporting through time
12 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Mar 31, 2019 | Venture Capital Fund | $23.5M | 37 | $50,000 | 2% | yes | |
| Mar 30, 2020 | Venture Capital Fund | $186M | 37 | $50,000 | 2% | yes | |
| Sep 18, 2020 | Venture Capital Fund | $325M | 38 | $50,000 | 2% | yes | |
| Mar 24, 2021 | Venture Capital Fund | $259M | 39 | $100,000 | 2% | yes | |
| Mar 24, 2021 | Venture Capital Fund | $259M | 39 | $100,000 | 2% | yes | |
| Jan 12, 2022 | Venture Capital Fund | $259M | 39 | $100,000 | 2% | yes | |
| Mar 31, 2022 | Venture Capital Fund | $259M | 39 | $100,000 | 2% | yes | |
| Mar 31, 2022 | Venture Capital Fund | $468M | 39 | $100,000 | 2% | yes | |
| Mar 31, 2023 | Venture Capital Fund | $496M | 39 | $100,000 | 2% | yes | |
| Mar 29, 2024 | Venture Capital Fund | $508M | 39 | $100,000 | 2% | yes | |
| Jul 30, 2024 | Venture Capital Fund | $508M | 39 | $100,000 | 2% | yes | |
| Mar 31, 2026 | Venture Capital Fund | $515M | 38 | $100,000 | 2% |
Principals and agents
7 principals on Form D, 0 placement agents
- M. Edison Ventures Management, LLC Promoter
- Michael a. Kopelman Executive Officer/Promoter
- Lenard W Marcus Executive Officer/Promoter
Service providers
4 named on Form ADV Schedule D and Form D
- AuditorEisnerAmper · NEW YORK, New York, United StatesForm ADV filed Mar 31, 2026 reports.adviserinfo.sec.gov
- AdministratorSS&C · WINDSOR, Connecticut, United StatesForm ADV filed Mar 31, 2026 reports.adviserinfo.sec.gov
- CustodianBANC OF CALIFORNIA · LOS ANGELES, California, United StatesForm ADV filed Mar 31, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performance
Whose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocators
What these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.1 relationship, public pensions and the allocator graph, each counted once
| Allocator | Type | Amount | Date | Source |
|---|---|---|---|---|
| The Asha and Sajjan Agarwal Foundation | FOUNDATION | $1.7M fair value on the foundation's return | reported as of Dec 31, 2024 | Fact IRS Form 990 / 990-PF e-file returns |
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
3 events
- Mar 31, 2019Edison Partners Ix, LP first reported on Form ADV by Edison Ventures Management, LLC (Venture Capital Fund), GAV $23,505,428Fund first reported on Form ADV Fact Form ADV
- Nov 8, 2018Edison Partners IX, LP filed Form D/A: $356,960,000 sold of $356,960,000, Venture Capital FundForm D filed Fact Form D
- May 4, 2018Edison Partners IX, LP filed Form D: no sales yet of $300,000,000, Venture Capital FundForm D filed Fact Form D
Evidence
31 observations
Every observation on this vehicle
- Entity type: Limited Partnership Nov 8, 2018 Fact Form D
- Entity type: Limited Partnership May 4, 2018 Fact Form D
- Form D fund type: Venture Capital Fund Nov 8, 2018 Fact Form D
- Form D fund type: Venture Capital Fund May 4, 2018 Fact Form D
- Form D industry group: Pooled Investment Fund Nov 8, 2018 Fact Form D
- Form D industry group: Pooled Investment Fund May 4, 2018 Fact Form D
- Amendment: true Nov 8, 2018 Fact Form D
- Amendment: false May 4, 2018 Fact Form D
- Revenue range (Form D): Decline to Disclose Nov 8, 2018 Fact Form D
- Revenue range (Form D): Decline to Disclose May 4, 2018 Fact Form D
- Incorporated: withinFiveYears Nov 8, 2018 Fact Form D
- Incorporated: withinFiveYears May 4, 2018 Fact Form D
- Jurisdiction: Delaware Nov 8, 2018 Fact Form D
- Jurisdiction: Delaware May 4, 2018 Fact Form D
- Amount sold (Form D): $357M Nov 8, 2018 Fact Form D
- Amount sold (Form D): $0 May 4, 2018 Fact Form D
- Offering amount (Form D): $357M Nov 8, 2018 Fact Form D
- Offering amount (Form D): $300M May 4, 2018 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Nov 8, 2018 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 May 4, 2018 Fact Form D
- First sale: 2018-05-10 Nov 8, 2018 Fact Form D
- Investors (Form D): 254 Nov 8, 2018 Fact Form D
- Investors (Form D): 0 May 4, 2018 Fact Form D
- Minimum investment (Form D): 0 Nov 8, 2018 Fact Form D
- Minimum investment (Form D): 0 May 4, 2018 Fact Form D
- Securities offered: pooled Nov 8, 2018 Fact Form D
- Securities offered: pooled May 4, 2018 Fact Form D
- Office address: Nov 8, 2018 Fact Form D
- Office address: May 4, 2018 Fact Form D
- Year of incorporation: 2018 Nov 8, 2018 Fact Form D
- Year of incorporation: 2018 May 4, 2018 Fact Form D
Relationships across DFX
on 3 other DFX graphs
Across the graphs
Edison Partners Ix, LP is the same institution as 3 records in Allocators, RIA and Wealth and Family Offices.
Allocators1RIA and Wealth1Family Offices1
DFX found 3 relationships across 3 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Record history
1 identity change, 5 dated events on the change ledger, latest event first
- Fund folded2026-09-14
- Fund first reported on ADV2019-03-31source on record
- Fund first reported on ADV2019-03-31source on record
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.