RIA Intel›Advisers›Pennsylvania›GRAHAM PARTNERS, LLC

GRAHAM PARTNERS, LLC

Advisory

N·NEWTOWN SQUARE, PA

Data as of Jul 3, 2026 · Source: SEC Form ADV

Total AUM
$5.0B
1-Year AUM Growth
+12.7%
3-Year CAGR
+25.9%
Employees
81
Assets Under Management
Total AUM$5.0B
Discretionary AUM$5.0B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients31
Team
Total Employees81
Investment Advisers96
Employee Growth (1Y)+13.6%
Filing History
Total Filings on Record27
First FilingFeb 14, 2012
Latest FilingJul 3, 2026
🔒 Full AUM trend chart and 27 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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