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⚲
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| Graham Partners LLC
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|
|---|---|
| CRD # | 157049 |
| SEC # | 801-73844 |
| CIK # | |
| AUM | $4.9 B (2026-03-31) |
| Employees | 101 (85% Investors, 0% Brokers) |
| Phone | 610-408-0500 |
| Address | 3811 West Chester Pike Newtown Square, PA 19073-2325 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 34 | 4.9 |
| (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 | 34 | 4.9 |
| By Discretionary | ||
| Discretionary | 34 | 4.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 34 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 34 | 4.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Christopher Lawler | 33 | 3 | ||
| Joshua Wilson | 19 | 2 | ||
| Steven Graham | 18 | 2 | ||
| Joseph Heinmiller | 11 | 2 | ||
| Joseph May | 4 | 2 | ||
| William McKee Jr | 14 | 1 | ||
| Christina Morin | 13 | 1 | ||
| Robert Newbold | 13 | 1 | ||
| Adam Piatkowski | 11 | 1 | ||
| Andrew Snyder | 11 | 1 | ||
| View All | ||||
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