Graham Partners, LLC

Fee-Only (% of Portfolio)

Graham Partners is a private investment firm that invests in growth-oriented companies involved in advanced manufacturing, industrial technology, software, and related services, primarily in the United States and Canada. Graham Partners provides investment advisory services to pooled investment vehicles. Graham Partners identifies investment opportunities and participates in the acquisition, management, monitoring, and disposition of investments for each fund. Graham Partners may enter into side letters with certain investors, potentially leading to different returns and access to information.

Assets Under Management$3.9B
Clients31
AdvisorsN/A
Avg. per Client$130M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Graham Partners provides investment advice to pooled investment vehicles, not directly to individual investors. The firm is compensated for investment advisory services based on a percentage of committed capital or invested capital, as outlined in each fund's governing documents. The percentage rate varies from 0.8% to 2.0% per year. Management fees are calculated semi-annually and payable in arrears for the first fifteen days and in advance for the remainder of the period.

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Graham Partners, LLC | TrueAdvisor