Graham Partners, LLC
Firm details
- Headquarters
- Newtown Square, Pennsylvania
- CRD number
- 157049
- Registered since
- March 30, 2012
- Website
- www.grahampartners.net
- 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, 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Steven Graham
Chief Executive OfficerCRD 5915419

William Mckee Jr.
Chief Operating OfficerCRD 5915432

Daniel Kurtz
Chief Financial OfficerCRD 7528405
Contacts
3 of 7
Joshua Wilson
Managing PartnerCRD 6025235

Adam Piatkowski
Managing PartnerCRD 6464922

Robert Newbold
Managing PartnerCRD 2526712
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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