Graham Partners, LLC logo

Graham Partners, LLC

Updated today

Total assets under management

$4,902,016,849

Total clients

0

Total advisors

0

of 101 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

Average account size

About

Graham Partners advises private pooled investment vehicles — including its Buyout Funds, Growth Fund, Continuation Funds, Co‑Investment Funds and single‑asset SPVs — that focus on lower‑middle‑market advanced manufacturing, industrial technology, software and related services, principally in the U.S. and Canada. The firm manages these assets on a discretionary basis (Regulatory AUM approximately $4.9 billion as of Dec. 31, 2025) and its limited partners include endowments, foundations, pension plans, insurance companies, family offices and other institutional or accredited investors.

The firm’s investment approach emphasizes long‑term, majority‑control buyouts and growth‑stage equity investments with active operational involvement, supported by an Investment Committee that oversees sourcing, diligence and portfolio oversight. Graham Partners also discloses use of side letters, co‑investment vehicles and continuation funds (and may warehouse investments or use fund‑level borrowing), and it operates an internal operating company, GPOC (formed 2008), to provide pass‑through operational and consulting services that are audited annually and run on a break‑even basis.

A few features the brochure highlights distinguish Graham Partners from many peers: the firm discloses using testimonials, third‑party ratings and endorsements in its advertising, practices that are uncommon among managers in this category. It also reports a strategic third‑party minority investor in the firm and detailed fee‑offset and reporting practices (including audited disclosures of GPOC pass‑through fees and management fee off‑sets), which can result in differentiated economic or information rights across investors.

Client services

Portfolio management

Expertise

Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Percentage

N/A - N/A: 0.8% to 2.0% per annum (varies by Fund and negotiated at Fund formation)

Performance-based

Carried interest distributions based on realized gains of certain Funds; subject to waiver or reduction at general partner discretion

Other

Account minimum: $1,000,000 to $5,000,000 (subject to discretion and negotiation)

Main office location

Graham Partners, LLC

3811 West Chester Pike, Building 2, Suite 200

Newtown Square PA 19073-2325, United States

Number of offices

1

Most active in

Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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