GRAHAM PARTNERS
Firm details
- Headquarters
- ASHEVILLE, North Carolina
- CRD number
- 158939
- Registered since
- March 30, 2012
- Website
- www.harborcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3GREGORY WALLIS
DirectorCRD 5989632
HAROLD BERRY
Managing MemberCRD 5989604
JOSHUA DAVIS
PrincipalCRD 5989605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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