GRAHAM PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$4.9B
Discretionary
$4.9B
100% of AUM
Avg account
$144M
Accounts
34
Employees
101
Advisory reps
10

Firm details

Headquarters
NEWTOWN SQUARE, Pennsylvania
CRD number
157049
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, LLC is a private equity–focused manager that operates as both a capital allocator and an active sponsor/GP for pooled investment vehicles. The firm concentrates on institutional clients, running portfolio management for pooled vehicles and serving as sponsor, general partner and managing member on funds it controls. Its business model combines traditional management fees with performance-based economics, reflecting a mix of percentage-of-AUM and incentive fees tied to fund returns. Investment activity centers on private equity opportunities, with a material portion of the firm’s activity devoted to controlling and active ownership positions through its funds. The firm identifies and allocates capital to strategies where it can take operating influence as the sponsor or GP, and it also deploys capital to third-party external managers when sourcing complementary exposure. Graham Partners, LLC describes itself as an active ESG investor, integrating environmental, social and governance considerations into sourcing, diligence and ongoing portfolio oversight for its pooled vehicles.

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

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

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth