Graham Partners, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 157049
· SEC file 801-73844
· Newtown Square, PA
· gci-graham.com
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ADV data as of Jul 03, 2026
- Regulatory AUM
- $5.0B
- Discretionary
- $5.0B
- Clients
- 31
- Avg AUM / client
- $161M
- Accounts
- 31
- Employees
- 96
AUM over time
$1.1B
$5.0B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 31 | $5.0B | 100.0% |
Private funds (24)
View all →Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $3.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Graham Partners V, L.P. | Private Equity Fund | Delaware | $1.3B | 76 |
| Graham Partners Vi, L.P. | Private Equity Fund | Delaware | $766M | 102 |
| Graham Partners V Parallel, L.P. | Private Equity Fund | Delaware | $317M | 22 |
| Graham Partners Optconnect Continuation Fund, L.P master | Private Equity Fund | Delaware | $290M | 37 |
| Graham Partners Vi Parallel, L.P. | Private Equity Fund | Delaware | $232M | 11 |
| Graham Partners Optconnect Continuation Fund Parallel, L.P. feeder | Private Equity Fund | Delaware | $119M | 14 |
| Graham Partners Vi (B), L.P. | Private Equity Fund | Delaware | $117M | 6 |
| Graham Partners Growth I, L.P. | Private Equity Fund | Delaware | $107M | 37 |
| Graham Partners Iii, L.P. | Private Equity Fund | Delaware | $94.1M | 49 |
| Graham Partners Iv, L.P. | Private Equity Fund | Delaware | $90.1M | 60 |
| Graham Partners V (B I), L.P. | Private Equity Fund | Delaware | $64.9M | 2 |
| Graham Partners V (B Ii), L.P. | Private Equity Fund | Delaware | $36.3M | 2 |
| Graham Partners Growth I (B), L.P. | Private Equity Fund | Delaware | $27.9M | 4 |
| Graham Partners Iv Parallel, L.P. | Private Equity Fund | Delaware | $26.6M | 17 |
| Graham Partners Optconnect Rollover Fund (B I), L.P. | Private Equity Fund | Delaware | $24.3M | 4 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Graham, Steven, Conway | President, Chief Executive Officer, Treasurer, Senior Managing Principal And Shareholder | Oct 1988 (38y) | 75% or more | |
| Newbold, Robert, Adrian | Managing Principal | Jun 2001 (25y) | Less than 5% | |
| Morin, Christina, Weeks | Managing Principal | Jun 2006 (20y) | Less than 5% | |
| Piatkowski, Adam, Bertetto | Managing Principal | Dec 2011 (15y) | Less than 5% | |
| Snyder, Andrew, Rhoads | Managing Principal | Dec 2011 (15y) | Less than 5% | |
| Wilson, Joshua, Matthew | Managing Principal | Dec 2011 (15y) | Less than 5% | |
| Mckee Jr., William, Paul | Vice President And Secretary, Chief Operating Officer, Chief Compliance Officer And Managing Principal | Feb 2012 (15y) | Less than 5% | |
| Heinmiller, Joseph, Charles | Managing Principal | Dec 2017 (9y) | Less than 5% | |
| Timmerman, William, Bledsoe | Managing Principal | Dec 2017 (9y) | Less than 5% | |
| Dunegan, Dennis, Aaron | Managing Principal | Jul 2021 (5y) | Less than 5% | |
| Kurtz, Daniel, Stephen | Chief Financial Officer | Feb 2022 (5y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (24, $3.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Graham Partners V, L.P. | Private Equity Fund | $1.3B | $5.0M | 76 |
| Graham Partners Vi, L.P. | Private Equity Fund | $766M | $5.0M | 102 |
| Graham Partners V Parallel, L.P. | Private Equity Fund | $317M | $5.0M | 22 |
| Graham Partners Optconnect Continuation Fund, L.P | Private Equity Fund | $290M | $0 | 37 |
| Graham Partners Vi Parallel, L.P. | Private Equity Fund | $232M | $5.0M | 11 |
| Graham Partners Optconnect Continuation Fund Parallel, L.P. | Private Equity Fund | $119M | $0 | 14 |
| Graham Partners Vi (B), L.P. | Private Equity Fund | $117M | $50.0K | 6 |
| Graham Partners Growth I, L.P. | Private Equity Fund | $107M | $5.0M | 37 |
| Graham Partners Iii, L.P. | Private Equity Fund | $94.1M | $5.0M | 49 |
| Graham Partners Iv, L.P. | Private Equity Fund | $90.1M | $5.0M | 60 |
| Graham Partners V (B I), L.P. | Private Equity Fund | $64.9M | $5.0M | 2 |
| Graham Partners V (B Ii), L.P. | Private Equity Fund | $36.3M | $5.0M | 2 |
| Graham Partners Growth I (B), L.P. | Private Equity Fund | $27.9M | $5.0M | 4 |
| Graham Partners Iv Parallel, L.P. | Private Equity Fund | $26.6M | $5.0M | 17 |
| Graham Partners Optconnect Rollover Fund (B I), L.P. | Private Equity Fund | $24.3M | $0 | 4 |
| Graham Partners Iv (B I), L.P. | Private Equity Fund | $6.1M | $5.0M | 2 |
| Graham Partners Iii (A), L.P. | Private Equity Fund | $5.7M | $100K | 54 |
| Graham Partners V (A), L.P. | Private Equity Fund | $5.4M | $5.0M | 13 |
| Graham Partners Iii (B), L.P. | Private Equity Fund | $4.9M | $5.0M | 2 |
| Graham Partners Iv (B Ii), L.P. | Private Equity Fund | $4.7M | $50.0K | 4 |
| Graham Partners Optconnect Rollover Fund (A), L.P. | Private Equity Fund | $2.6M | $0 | 12 |
| Graham Partners Iv (A), L.P. | Private Equity Fund | $1.7M | $5.0M | 24 |
| Graham Partners Vi (A), L.P. | Private Equity Fund | $1.1M | $5.0M | 4 |
| Graham Partners Growth I (A), L.P. | Private Equity Fund | $690K | $5.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/03/2026 | 8.58 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 03, 2026.
View current Form ADV (SEC/IAPD) ↗