# Graham Partners, LLC

> Graham Partners, LLC is an SEC-registered investment advisory firm in Newtown Square, PA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 3, 2026.

- CRD: 157049
- Filed as: GRAHAM PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newtown Square, PA
- Filing period: October 2026
- Form ADV filing dated: July 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157049
- AdvisorCensus page: https://advisorcensus.com/firm/graham-partners-llc-newtown-square-pa-157049

## Quick answers

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

**How much does Graham Partners, LLC charge?**
Its Form ADV Part 2A brochure dated July 3, 2026 states: Asset-based fee: 0.8% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Graham Partners, LLC located?**
Graham Partners, LLC's principal office is in Newtown Square, PA, according to its Form ADV.

**Is Graham Partners, LLC registered with the SEC or a state?**
Graham Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157049.

**How much does Graham Partners, LLC manage?**
Graham Partners, LLC reports $4,998,750,358 in regulatory assets under management in its Form ADV filing dated July 3, 2026 (100% discretionary).

**How have Graham Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Graham Partners, LLC: Regulatory assets under management: $2,086,500,497 in the October 2021 data and $4,998,750,358 in the October 2026 data, up 140%. Total employees: 54 in October 2021 and 96 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Graham Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (31).

**Does Graham Partners, LLC 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/157049

**What changed in Graham Partners, LLC's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 86 to 81. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 3, 2026)

- Asset-based fee: 0.8% to 2% a year (a range, as the brochure states it)

> The management fee percentage rate for each Fund varies (with standard management fee rates from 0.8% to 2.0% per annum), except for investors that are exempt from fees as described below.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $4,998,750,358
- Discretionary: $4,998,750,358
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 31 | $4,998,750,358 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 96 total, 81 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gci-graham.com
- grahampartners.net
- vimeo.com/GRAHAMPARTNERS
- Instagram @grahampartnersllc
- LinkedIn @gcigraham
- LinkedIn @graham-partners
- YouTube @UCCVyZGP33UJcJDIs1Pj0SAQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,086,500,497 | 54 | March 30, 2021 |
| October 2022 | $1,975,437,308 | 65 | July 18, 2022 |
| October 2023 | $2,194,754,713 | 69 | April 1, 2023 |
| October 2024 | $3,505,508,158 | 78 | June 14, 2024 |
| October 2025 | $3,949,364,383 | 88 | July 25, 2025 |
| October 2026 | $4,998,750,358 | 96 | July 3, 2026 |

Regulatory assets under management: $2,086,500,497 in the October 2021 data and $4,998,750,358 in the October 2026 data, up 140%.
Total employees: 54 in October 2021 and 96 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 86 to 81.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $3,949,364,383 to $4,902,016,849 (+24%).
- Employees performing advisory functions went from 75 to 86.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Graham Partners, LLC (CRD 157049): Form ADV filing data as of October 2026.