Graham Partners, LLC
● SEC registered since 2012CRD 157049SEC# 801-73844Newtown Square, PA
Ranks #1,335 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$5B
Fund GAV
$5.15B
Private funds
32
Employees
96
Accounts
31
Location
Newtown Square, PA
Graham Partners, LLC assets under management
Graham Partners, LLC is an investment advisory firm registered with the SEC based in Newtown Square, PA. The firm has been registered since 2012. It reports $5 billion in regulatory assets under management and employs 96 people. Graham Partners, LLC manages 32 private funds with combined gross assets of $5.1 billion, including Graham Partners VI, L.P. By regulatory assets, it ranks 1,335 of 6,030 private fund managers.
Graham Partners, LLC private funds
32 funds · $5.15B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Graham Partners VI, L.P. | Private Equity | $1.55B | $5M |
| Graham Partners V, L.P. | Private Equity | $840.8M | $5M |
| Graham Partners VI Parallel, L.P. | Private Equity | $435M | $5M |
| Graham Partners Genesis, L.P. | Private Equity | $430.8M | — |
| Graham Partners Optconnect Continuation Fund, L.P | Private Equity | $384.7M | — |
| Graham Partners Gkp Continuation Fund, L.P. | Private Equity | $375.4M | — |
| Graham Partners V Parallel, L.P. | Private Equity | $197.2M | $5M |
| Graham Partners Genesis Parallel, L.P. | Private Equity | $180.4M | — |
| Graham Partners Optconnect Continuation Fund Parallel, L.P. | Private Equity | $149.1M | — |
| Graham Partners Growth I, L.P. | Private Equity | $133M | $5M |
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Join to unlock · $37/moGraham Partners, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Bertetto Piatkowski Control | Managing Partner | Under 5% | 2011 |
| Andrew Rhoads Snyder Control | Managing Partner And President | Under 5% | 2011 |
| Christina Weeks Morin Control | Managing Partner | Under 5% | 2006 |
| Daniel Stephen Kurtz Control | Chief Compliance Officer, Chief Financial Officer And Managing Partner | Under 5% | 2022 |
| Dennis Aaron Dunegan Control | Managing Partner | Under 5% | 2021 |
| Graham Partners Management Holdings, L.P. Control | Sole Member | Over 75% | 2025 |
| Joseph Charles Heinmiller Control | Managing Partner | Under 5% | 2017 |
| Joshua Matthew Wilson Control | Managing Partner, Vice President, And Chief Operating Officer | Under 5% | 2011 |
| Robert Adrian Newbold Control | Managing Partner And Chief Investment Officer | Under 5% | 2001 |
| Steven Conway Graham Control | President, Chief Executive Officer, Treasurer, And Senior Managing Partner | Under 5% | 1988 |
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Join to unlock · $37/moFrequently asked questions
How much does Graham Partners, LLC manage?
Graham Partners, LLC reports $5 billion in regulatory assets under management on its Form ADV.
How many private funds does Graham Partners, LLC manage?
Graham Partners, LLC manages 32 private funds with combined gross assets of $5.1 billion.
How many employees does Graham Partners, LLC have?
Graham Partners, LLC reports 96 employees.
Where is Graham Partners, LLC located?
Graham Partners, LLC is based in Newtown Square, PA and has been SEC-registered since 2012.
Does Graham Partners, LLC disclose fund performance?
Graham Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3811 West Chester Pike, Building 2, Suite 200, Newtown Square, PA 19073-2325 |
| Phone | 610-408-0500 |
| Fax | 610-408-0600 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$5B▲ 27%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,306 advisers
AUM vs fund managersTop 22%
Larger than 78% of 6,030 private-fund managers
Number of fundsTop 7%
More funds than 93% of fund managers
EmployeesTop 7%
More than 93% of 16,824 advisers
Assets under management
$5Bregulatory AUM
Discretionary $5B