Graham Partners
Graham Partners is an SEC-registered asset manager in Asheville, NC with $492.7M assets under management (AUM, regulatory AUM), -22% over one year. See who owns Graham Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158939, SEC 801-73866, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $492.7M (2026-03-27)
- Firm type
- Asset Manager
- Location
- Asheville, NC
- Employees
- 4
- Clients
- 3
- CRD
- 158939
- Ownership
- BERRY, HAROLD, WALTON; DAVIS, JOSHUA, WINBORNE; WALLIS, GREG; WALLIS, GREGORY, MICHAEL; BERRY, HAROLD
How much AUM does Graham Partners have?
Graham Partners reported $492.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Graham Partners?
Disclosed owners and executives of Graham Partners include BERRY, HAROLD, WALTON, DAVIS, JOSHUA, WINBORNE, WALLIS, GREG, WALLIS, GREGORY, MICHAEL, BERRY, HAROLD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.