GRAHAM PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$493M
Discretionary
$493M
100% of AUM
Avg account
$164M
Accounts
3
Employees
4
Advisory reps
3

Firm details

Headquarters
ASHEVILLE, North Carolina
CRD number
158939
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 is a small, institutionally focused hedge fund adviser that manages pooled investment vehicles and acts as sponsor, general partner and managing member of its funds. The firm concentrates its investment activity in hedge fund strategies and commodity exposure, and it charges a mix of asset-based fees and performance fees consistent with a manager that runs pooled vehicles. Its advisory activity is limited to portfolio management for pooled investment vehicles rather than separate-account advisory for retail clients. The manager’s client base is highly concentrated: a handful of institutional clients account for essentially all reported assets. Graham Partners is not positioned as an ESG or multi-state adviser and has been SEC-registered since 2012. Its structure and fee profile indicate a focus on delivering absolute-return oriented strategies where performance fees are an important part of economics.

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

Contacts

3 of 3
  • GREGORY WALLIS

    DirectorCRD 5989632

  • HAROLD BERRY

    Managing MemberCRD 5989604

  • JOSHUA DAVIS

    PrincipalCRD 5989605

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

ASHEVILLE, NC

BUNCOMBE

Location

ASHEVILLE, NC

Headquartered in ASHEVILLE, NC, anchoring the Asheville-Marion-Brevard, NC metro in the South.

Metro area
Asheville-Marion-Brevard, NC
Region
South
County
BUNCOMBE
Address
80 Peachtree Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth