GRACEADA PARTNERS

RIASEC RegisteredEst. 2025
Total AUM
$273M
Discretionary
$273M
100% of AUM
Avg account
$6.7M
Accounts
41
Employees
25
Advisory reps
8

Firm details

Headquarters
MODESTO, California
CRD number
337421
Registered since
November 13, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other62.13%
  • Pooled Investment Vehicles37.87%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Graceada Partners is a hedge-fund–classified adviser that focuses on managing pooled vehicles and running mandate-style portfolios for institutional clients. The firm charges a combination of asset-based fees and performance fees, which aligns incentives toward generating alpha across its funds. Graceada Partners identifies as an active ESG investor, which suggests ESG factors are integrated into investment selection and portfolio construction rather than treated as a purely marketing attribute. Operationally the firm serves as a sponsor and general partner on real estate deals and acts as a managing member of pooled vehicles, indicating it sources and structures private real estate opportunities in addition to running liquid strategies. The advisor’s footprint is concentrated and institutional: it manages commingled funds and separate pooled vehicles for business and institutional clients rather than mass retail accounts.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • JOSEPH MURATORE

    CEOCRD 8129712

  • JAMES MCFADDIN

    Chief Operating OfficerCRD 8129716

  • MATTHEW YELLAND

    Chief Financial OfficerCRD 8129723

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Contacts

3 of 4
  • KIMBERLY SWEHLA

    CRD 8129707

  • SANDRA MURATORE

    CRD 8129714

  • RYAN SWEHLA

    PresidentCRD 8129703

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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

MODESTO, CA

STANISLAUS

Location

MODESTO, CA

Headquartered in MODESTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
STANISLAUS
Address
1300 K St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth