Graham Partners, LLC

RIASEC RegisteredEst. 2012
Total AUM
$5B
Discretionary
$5B
100% of AUM
Avg account
$161M
Accounts
31
Employees
96
Advisory reps
10

Firm details

Headquarters
Newtown Square, Pennsylvania
CRD number
157049
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Graham Partners, LLC is a private equity firm and registered investment adviser that has been SEC-registered since 2012. Organized as a limited liability company, the firm acts as a capital allocator to institutional clients and serves as sponsor/GP and managing member for pooled investment vehicles. Its advisory work centers on portfolio management for those pooled vehicles. Fee arrangements are a mix of AUM-based charges and performance fees. The firm is identified as an active ESG investor and reports both domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Steven Graham

    Steven Graham

    Chief Executive OfficerCRD 5915419

  • William Mckee Jr.

    William Mckee Jr.

    Chief Operating OfficerCRD 5915432

  • Daniel Kurtz

    Daniel Kurtz

    Chief Financial OfficerCRD 7528405

Contacts

3 of 7
  • Joshua Wilson

    Joshua Wilson

    Managing PartnerCRD 6025235

  • Adam Piatkowski

    Adam Piatkowski

    Managing PartnerCRD 6464922

  • Robert Newbold

    Robert Newbold

    Managing PartnerCRD 2526712

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Newtown Square, PA

Delaware

Location

Newtown Square, PA

Headquartered in Newtown Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
3811 West Chester Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth