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–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
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 3STEVEN GRAHAM
Chief Executive OfficerCRD 5915419
WILLIAM MCKEE JR.
Chief Operating OfficerCRD 5915432
Daniel Kurtz
Chief Financial OfficerCRD 7528405
Contacts
3 of 7JOSHUA 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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