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Graham Partners, Inc.
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Newtown Square, Pennsylvania
$1.8 billion AUM
1 office

Graham Partners, Inc. is based in Newtown Square, Pennsylvania and has $1.8 billion in assets under management.

Location
3811 West Chester Pike
Building 2, Suite 200
Newtown Square, PA 19073
$1.8 billion
AUM
41
Employees
AUM Share
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$1,752,027,404
Assets under management
22 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pooled investment vehicles 22 $1,752,027,404 100% $79,637,609
Employees Share
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41
Employees
30
Investment analysts
73% of total employees
AUM per employee Share
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$1,752,027,404
Assets under management
$42,732,376
AUM per employee
$58,400,913
AUM per investment analyst
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Compensation

Graham Partners, Inc. makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Graham Partners, Inc. provides the following services:

  • Portfolio management for pooled investment vehicles
Firm data Share
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CRD number 157,049
SEC number 801-73844
Legal structure Corporation
Legal governance Pennsylvania, United States
Latest ADV filing date March 30, 2020

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