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GRAHAM PARTNERS, LLC

CRD 157049 · SEC 801-73844

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3811 WEST CHESTER PIKE, BUILDING 2, SUITE 200, NEWTOWN SQUARE, PA, 19073-2325, United States

Phone

610-408-0500

Fax

610-408-0600

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.90B

Discretionary AUM

$4.90B

Team

101 total employees; 86 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles34$4.90B

States served

PA

All web addresses on file

Official SEC filing: View on IAPD