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GRAFTON STREET PARTNERS

· CRD 319109 · IAPD ↗ · 631-553-9278

$1.16BRegulatory AUM
5Advisory reps
10Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — GRAFTON STREET PARTNERS crossed $1B in regulatory AUM ($856.6M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — GRAFTON STREET PARTNERS reported RAUM up 62% ($529.3M -> $856.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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