GRAHAM PARTNERS, LLC
CRD #157049 SEC #801-73844 NEWTOWN SQUARE, PA 610-408-0500
SEC Registered Private Funds
Total AUM
$3.9B
Discretionary
$3.9B
Employees
88
Clients
--
Accounts
31
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.9B | $3.9B | $0 | 88 | 0 |
| Jul 2025 | $3.9B | $3.9B | $0 | 88 | 0 |
| Apr 2025 | $3.9B | $3.9B | $0 | 88 | 0 |
| Jun 2024 | $3.5B | $3.5B | $0 | 78 | 0 |
| Mar 2024 | $3.5B | $3.5B | $0 | 78 | 0 |
| Apr 2023 | $2.2B | $2.2B | $0 | 69 | 0 |
| Mar 2023 | $2.2B | $2.2B | $0 | 69 | 0 |
| Dec 2022 | $2B | $2B | $0 | 65 | 1 |
| Jul 2022 | $2B | $2B | $0 | 65 | 1 |
| Mar 2022 | $2B | $2B | $0 | 65 | 1 |
| Mar 2021 | $2.1B | $2.1B | $0 | 54 | 0 |
| Mar 2020 | $1.8B | $1.8B | $0 | 41 | 0 |
| May 2019 | $1.2B | $1.2B | $0 | 38 | 0 |
| Mar 2019 | $1.2B | $1.2B | $0 | 38 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 41 | 0 |
| Aug 2017 | $1.3B | $1.3B | $0 | 41 | 11 |
| Mar 2017 | $1.3B | $1.3B | $0 | 41 | 11 |
| Nov 2016 | $1.2B | $1.2B | $0 | 40 | 11 |
| Sep 2016 | $1.2B | $1.2B | $0 | 40 | 11 |
| Mar 2016 | $1.2B | $1.2B | $0 | 40 | 11 |
| Jan 2016 | $1.1B | $1.1B | $0 | 40 | 11 |
| Aug 2015 | $1.1B | $1.1B | $0 | 40 | 11 |
| May 2015 | $1.1B | $1.1B | $0 | 40 | 11 |
| Mar 2015 | $1.1B | $1.1B | $0 | 40 | 11 |
| May 2014 | $1.4B | $1.4B | $0 | 37 | 11 |
| Mar 2014 | $1.4B | $1.4B | $0 | 37 | 11 |
| Mar 2013 | $1.4B | $1.4B | $0 | 37 | 11 |
| Jun 2012 | $1.3B | $1.3B | $0 | -- | 11 |
| Feb 2012 | $1.2B | $1.2B | $0 | -- | 11 |
DateOct 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees88
Clients0
DateJul 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees88
Clients0
DateApr 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees88
Clients0
DateJun 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees78
Clients0
DateMar 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees78
Clients0
DateApr 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees69
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees69
Clients0
DateDec 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees65
Clients1
DateJul 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees65
Clients1
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees65
Clients1
DateMar 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees54
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees41
Clients0
DateMay 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees41
Clients0
DateAug 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees41
Clients11
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees41
Clients11
DateNov 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees40
Clients11
DateSep 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees40
Clients11
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees40
Clients11
DateJan 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients11
DateAug 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients11
DateMay 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients11
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees40
Clients11
DateMay 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees37
Clients11
DateMar 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees37
Clients11
DateMar 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees37
Clients11
DateJun 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients11
DateFeb 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients11