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Graham Partners Inc
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CRD # | 157049 |
SEC # | 801-73844 |
CIK # | |
AUM | $3.5 BB (2024-06-14) |
Employees | 78 (86% Investors, 0% Brokers) |
Phone | 610-408-0500 |
Address | 3811 West Chester Pike Newtown Square, PA 19073-2325 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($BB) |
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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 |
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