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CRD 157049
NEWTOWN SQUARE, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GRAHAM PARTNERS V, L.P. | Private Equity Fund | $1.3B | Jun 14, 2024 | 76 | Mar 28, 2019 | reported | 021-332860 |
| GRAHAM PARTNERS VI, L.P. | Private Equity Fund | $766M | Jun 14, 2024 | 102 | Mar 31, 2023 | reported | 021-475956 |
| GRAHAM PARTNERS V PARALLEL, L.P. | Private Equity Fund | $317M | Jun 14, 2024 | 22 | Mar 28, 2019 | reported | 021-332860 |
| GRAHAM PARTNERS OPTCONNECT CONTINUATION FUND, L.P | Private Equity Fund | $290M | Jun 14, 2024 | 37 | Mar 31, 2023 | reported | 021-467593 |
| GRAHAM PARTNERS VI PARALLEL, L.P. | Private Equity Fund | $232M | Jun 14, 2024 | 11 | Mar 31, 2023 | reported | 021-47595604 |
| GRAHAM PARTNERS OPTCONNECT CONTINUATION FUND PARALLEL, L.P. | Private Equity Fund | $119M | Jun 14, 2024 | 14 | Mar 31, 2023 | reported | 021-46759303 |
| GRAHAM PARTNERS VI (B), L.P. | Private Equity Fund | $117M | Jun 14, 2024 | 6 | Mar 31, 2023 | reported | 021-47595602 |
| GRAHAM PARTNERS GROWTH I, L.P. | Private Equity Fund | $107M | Jun 14, 2024 | 37 | Mar 30, 2022 | reported | 021-420807 |
| GRAHAM PARTNERS III, L.P. | Private Equity Fund | $94.1M | Jun 14, 2024 | 49 | Feb 14, 2012 | reported | 021-116958 |
| GRAHAM PARTNERS IV, L.P. | Private Equity Fund | $90.1M | Jun 14, 2024 | 60 | Mar 29, 2016 | reported | 021-244606 |
| GRAHAM PARTNERS V (B-I), L.P. | Private Equity Fund | $64.9M | Jun 14, 2024 | 2 | Mar 28, 2019 | reported | 021-332860 |
| GRAHAM PARTNERS V (B-II), L.P. | Private Equity Fund | $36.3M | Jun 14, 2024 | 2 | Mar 28, 2019 | reported | 021-332860 |
| GRAHAM PARTNERS II CO-INVESTMENT, L.P. | Private Equity Fund | $28.5M | Jul 18, 2022 | 16 | Feb 14, 2012 | dropped | 021-82078 |
| GRAHAM PARTNERS GROWTH I (B), L.P. | Private Equity Fund | $27.9M | Jun 14, 2024 | 4 | Mar 30, 2022 | reported | 021-420807 |
| GRAHAM PARTNERS IV PARALLEL, L.P. | Private Equity Fund | $26.6M | Jun 14, 2024 | 17 | Mar 29, 2016 | reported | 021-24460603 |
| GRAHAM PARTNERS OPTCONNECT ROLLOVER FUND (B-I), L.P. | Private Equity Fund | $24.3M | Jun 14, 2024 | 4 | Mar 31, 2023 | reported | 021-46759301 |
| GRAHAM PARTNERS II, L.P. | Private Equity Fund | $6.8M | Jul 18, 2022 | 95 | Feb 14, 2012 | dropped | 021-70303 |
| GRAHAM PARTNERS ANNEX, L.P. | Private Equity Fund | $6.2M | Jul 18, 2022 | 43 | Feb 14, 2012 | dropped | 021-136576 |
| GRAHAM PARTNERS IV (B-I), L.P. | Private Equity Fund | $6.1M | Jun 14, 2024 | 2 | Mar 29, 2016 | reported | 021-24460602 |
| GRAHAM PARTNERS III (A), L.P. | Private Equity Fund | $5.7M | Jun 14, 2024 | 54 | Feb 14, 2012 | reported | 021-116957 |
| GRAHAM PARTNERS V (A), L.P. | Private Equity Fund | $5.4M | Jun 14, 2024 | 13 | Mar 28, 2019 | reported | 021-332860 |
| GRAHAM PARTNERS III (B), L.P. | Private Equity Fund | $4.9M | Jun 14, 2024 | 2 | Feb 14, 2012 | reported | n/a |
| GRAHAM PARTNERS IV (B-II), L.P. | Private Equity Fund | $4.7M | Jun 14, 2024 | 4 | Mar 29, 2016 | reported | 021-24460601 |
| GRAHAM PARTNERS ANNEX (A), L.P. | Private Equity Fund | $3.8M | Jul 18, 2022 | 24 | Feb 14, 2012 | dropped | 021-136577 |
| GRAHAM PARTNERS INVESTMENTS (A), L.P. | Private Equity Fund | $3.3M | Jul 18, 2022 | 7 | Feb 14, 2012 | dropped | 021-1076704 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DUNEGAN, DENNIS, AARON | MANAGING PRINCIPAL | Na | yes | 07/2021 | Mar 30, 2022 | Jun 14, 2024 |
| GRAHAM, STEVEN, CONWAY | PRESIDENT, CHIEF EXECUTIVE OFFICER, TREASURER, SENIOR MANAGING PRINCIPAL AND SHAREHOLDER | E | yes | 10/1988 | Feb 14, 2012 | Jun 14, 2024 |
| HEINMILLER, JOSEPH, CHARLES | MANAGING PRINCIPAL | Na | yes | 12/2017 | Mar 28, 2019 | Jun 14, 2024 |
| Kurtz, Daniel, Stephen | CHIEF FINANCIAL OFFICER | Na | yes | 02/2022 | Mar 30, 2022 | Jun 14, 2024 |
| MCKEE JR., WILLIAM, PAUL | VICE PRESIDENT AND SECRETARY, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING PRINCIPAL | Na | yes | 02/2012 | Feb 14, 2012 | Jun 14, 2024 |
| MORIN, CHRISTINA, WEEKS | MANAGING PRINCIPAL | Na | yes | 06/2006 | Feb 14, 2012 | Jun 14, 2024 |
| NEWBOLD, ROBERT, ADRIAN | MANAGING PRINCIPAL | Na | yes | 06/2001 | Feb 14, 2012 | Jun 14, 2024 |
| PIATKOWSKI, ADAM, BERTETTO | MANAGING PRINCIPAL | Na | yes | 12/2011 | Mar 30, 2015 | Jun 14, 2024 |
| SNYDER, ANDREW, RHOADS | MANAGING PRINCIPAL | Na | yes | 12/2011 | Mar 30, 2015 | Jun 14, 2024 |
| TIMMERMAN, WILLIAM, BLEDSOE | MANAGING PRINCIPAL | Na | yes | 12/2017 | Mar 28, 2019 | Jun 14, 2024 |
| WILSON, JOSHUA, MATTHEW | MANAGING PRINCIPAL | Na | yes | 12/2011 | Feb 14, 2012 | Jun 14, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| GRAHAM PARTNERS ANNEX GENERAL PARTNER, L.P. | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GENERAL PARTNER II (B), LLC | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GENERAL PARTNER II, L.P. | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GENERAL PARTNER III (B), LLC | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GENERAL PARTNER III, L.P. | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GENERAL PARTNER IV (B), L.P. | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GENERAL PARTNER IV, L.P. | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GENERAL PARTNER OPTCONNECT (B), L.P. | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GENERAL PARTNER OPTCONNECT, L.P. | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GENERAL PARTNER V (B), L.P. | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GENERAL PARTNER V, L.P. | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GENERAL PARTNER VI (B), LLC | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GENERAL PARTNER VI, L.P. | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GENERAL PARTNER, L.P. | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GROWTH GENERAL PARTNER I (B), LLC | n/a | n/a | n/a | N | yes | n/a |
| GRAHAM PARTNERS GROWTH GENERAL PARTNER I, L.P. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $4.9B | $4.9B | 101 | 86 | 0 | 35 | n/a |
| 2024 | Mar 31, 2025 | $3.9B | $3.9B | 88 | 75 | 0 | 31 | n/a |
| 2023 | Mar 30, 2024 | $3.5B | $3.5B | 78 | 67 | 0 | 24 | $3.6B |
| 2022 | Mar 31, 2023 | $2.2B | $2.2B | 69 | 59 | 0 | 24 | $2.3B |
| 2021 | Mar 30, 2022 | $2.0B | $2.0B | 65 | 55 | 0 | 25 | $2.0B |
| 2020 | Mar 30, 2021 | $2.1B | $2.1B | 54 | 45 | 0 | 22 | $2.1B |
| 2019 | Mar 30, 2020 | $1.8B | $1.8B | 41 | 30 | 0 | 22 | $1.8B |
| 2018 | Mar 28, 2019 | $1.2B | $1.2B | 38 | 27 | 0 | 22 | $1.2B |
| 2017 | Mar 29, 2018 | $1.2B | $1.2B | 41 | 30 | 0 | 17 | $1.2B |
| 2016 | Mar 30, 2017 | $1.3B | $1.3B | 41 | 30 | n/a | 17 | $1.3B |
| 2015 | Mar 29, 2016 | $1.2B | $1.2B | 40 | 30 | n/a | 17 | $1.2B |
| 2014 | Mar 30, 2015 | $1.1B | $1.1B | 40 | 29 | n/a | 12 | $1.1B |
| 2013 | Mar 28, 2014 | $1.4B | $1.4B | 37 | 27 | n/a | 12 | $1.4B |
| 2012 | Mar 28, 2013 | $1.4B | $1.4B | 37 | 26 | n/a | 12 | $1.4B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.0B | $3.9B | 26.6% | $2.2B | 31.6% | 96 | 88 | 0 | 0 |