Graham Partners
Answer a few questions and
get matched with an advisor.
Learn more about Graham Partners
Overview
Graham Partners operates as a financial advisor company based in New York, New York. Graham Partners manages $794.2 million in assets under management over three accounts, placing it among the bigger financial advisory firms in the nation by assets under management (AUM). It has a small team, including 5 financial advisors. Graham Partners does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like options, stocks and bonds.
Graham Partners oversees all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction judgments without needing the customer's permission. The firm's average account size is $264.7 million. The average financial advisor at Graham Partners administers fewer than one client account, making it one of the most personalized advisor firms in the country.
Graham Partners's main office is located at 110 W 40 Street, New York, New York 10018. Graham Partners is permitted to provide services to clients across a few states, including New York, North Carolina and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Graham Partners by the Numbers
$794.2 million
6
3
$264.7 million
Fee Structure
Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types billed by Graham Partners can consist of some blend of the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Graham Partners caters to pooled investment vehicles. Out of its three accounts, Graham Partners's biggest client group is pooled investment vehicles. None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Graham Partners does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.