Grafton Street Partners

RIASEC RegisteredEst. 2022
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$129M
Accounts
9
Employees
10
Advisory reps
4

Firm details

Headquarters
,
CRD number
319109
Registered since
April 29, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Grafton Street Partners is an SEC-registered investment manager organized as an LLC and first registered in 2022. The firm identifies as a hybrid manager—operating hedge fund and private equity strategies—and provides portfolio management for pooled investment vehicles. Its client focus is institutional, and its typical fee structure combines a percentage of assets under management with performance-based fees. Grafton Street Partners also serves as sponsor, general partner, and managing member for pooled vehicles it operates. The firm does not market itself as an active ESG investor and is not listed as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

1 of 1
  • James Zenker

    James Zenker

    Chief Operating Officer & Chief Financial OfficerCRD 6029153

Contacts

3 of 3
  • Andrew Charnesky

    Andrew Charnesky

    Co-Founder & PartnerCRD 5690164

  • Scott Malpass

    Scott Malpass

    Co-Founder & Managing PartnerCRD 2532347

  • Stephen Santrach

    Stephen Santrach

    Co-Founder & PartnerCRD 5812845

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth