# Graham Partners

> Graham Partners is an SEC-registered investment advisory firm in Asheville, NC, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 158939
- Filed as: GRAHAM PARTNERS
- Legal name: Harber Capital LLC
- Also doing business as: GRAHAM PARTNERS, HARBER ASSET MANAGEMENT LLC- RELYING ADVISER
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Asheville, NC
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158939
- AdvisorCensus page: https://advisorcensus.com/firm/graham-partners-asheville-nc-158939

## Quick answers

**How is Graham Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Graham Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Graham Partners located?**
Graham Partners' principal office is in Asheville, NC, according to its Form ADV.

**Is Graham Partners registered with the SEC or a state?**
Graham Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158939.

**How much does Graham Partners manage?**
Graham Partners reports $492,692,363 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Graham Partners' assets and staff changed since 2021?**
In the Form ADV data for Graham Partners: Regulatory assets under management: $826,043,739 in the October 2021 data and $492,692,363 in the October 2026 data, down 40%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Graham Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Graham Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158939

**What changed in Graham Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $631,607,829 to $492,692,363 (-22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $492,692,363
- Discretionary: $492,692,363
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $492,692,363 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, NY, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- grahampartners.com
- LinkedIn @graham-partners-nc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $826,043,739 | 6 | March 31, 2021 |
| October 2022 | $922,124,760 | 6 | April 27, 2022 |
| October 2023 | $794,209,270 | 6 | March 31, 2023 |
| October 2024 | $836,790,600 | 5 | March 28, 2024 |
| October 2025 | $631,607,829 | 5 | March 28, 2025 |
| October 2026 | $492,692,363 | 4 | March 27, 2026 |

Regulatory assets under management: $826,043,739 in the October 2021 data and $492,692,363 in the October 2026 data, down 40%.
Total employees: 6 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $631,607,829 to $492,692,363 (-22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Graham Partners (CRD 158939): Form ADV filing data as of October 2026.