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GRAHAM PARTNERS, LLC

NEWTOWN SQUARE, PA · CRD 157049 · IAPD ↗ · gci-graham.com · 610-408-0500

$5.00BRegulatory AUM
81Advisory reps
96Employees
0Clients
n/aPlanning clients
32Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
August 2026 — GRAHAM PARTNERS, LLC shrank from 86 to 81 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
April 2026 — GRAHAM PARTNERS, LLC grew from 75 to 86 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
August 2025 — GRAHAM PARTNERS, INC. is now doing business as GRAHAM PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2025 — GRAHAM PARTNERS, INC. grew from 67 to 75 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
56
April 2024 — GRAHAM PARTNERS, INC. reported RAUM up 60% ($2.19B -> $3.51B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — GRAHAM PARTNERS, INC. grew from 59 to 67 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.