Graham Partners Inc

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Assets, Funds, Holdings

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Graham Partners Inc
CRD #157049
SEC #801-73844
CIK #
AUM $3.5 BB (2024-06-14)
Employees 78 (86% Investors, 0% Brokers)
Phone610-408-0500
Address3811 West Chester Pike
Newtown Square, PA 19073-2325
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
4.03.22.41.60.80.02009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Graham Partners Optconnect Continuation Fund LP [2023-03-31] 0.0 290.3
PE Graham Partners Optconnect Continuation Fund Parallel LP 2023-03-31 119.5
PE Graham Partners Optconnect Rollover Fund A LP 2023-03-31 2.6
PE Graham Partners Optconnect Rollover Fund B-I LP 2023-03-31 24.3
PE Graham Partners VI A LP 2023-03-31 1.1
PE Graham Partners VI B LP 2023-03-31 117.5
PE Graham Partners VI LP [2023-03-31] 1,836.9 765.9
PE Graham Partners VI Parallel LP 2023-03-31 232.4
PE Graham Partners Growth I A LP [2022-03-30] 132.6 0.7
PE Graham Partners Growth I B LP [2022-03-30] 132.6 27.9
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 24 3.5
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 24 3.5
By Discretionary
Discretionary 24 3.5
Non-Discretionary 0 0.0
Total 24 3.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.5
Total 24 3.5
Form D Directors # Filings # Firms 2011 - 2024
Christopher Lawler 28
Steven Graham 13
Joshua Wilson 12
William McKee Jr 9
Robert Newbold 8
Christina Morin 8
Adam Piatkowski 6
Graham Partners Inc 6
Andrew Snyder 6
Joseph Heinmiller 6
View All
Comparable Firms State AUM ($BB)
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Bertram Capital Management LLC
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Sumeru Equity Partners LP
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LBC Credit Management LP
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Healthcare Royalty Management LLC
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Argonaut Private Capital LP
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Dextra Advisors LLC
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DWS Investments Hong Kong Limited
3.5
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