Asset ManagerRIA · CRD 123539SEC-Registered

Updated:

Graham & Co. Advisory

GRAHAM & CO. ADVISORY, INC. is an SEC-registered investment adviser in ORANGE, CA. The firm manages approximately $21 million in regulatory assets.

Graham & Co. Advisory

GRAHAM & CO. ADVISORY, INC. is an SEC-registered investment adviser in ORANGE, CA. The firm manages approximately $21 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

2011

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Orange

Corporate office

New York, NY, United States

Principals

Robert Graham

Founder and Managing Partner

Sector focus

Real Estate

Frequently asked questions

Who runs investment decisions at Graham & Co. Advisory?

Robert Graham, the firm's founder and managing partner, personally leads every transaction engagement. The firm does not employ a separate investment committee or a distributed origination team. This concentrated structure means clients negotiate with the decision-maker directly throughout the sales process.

What property types does Graham & Co. Advisory typically handle?

The firm concentrates on multifamily apartment buildings, mixed-use properties with ground-floor retail, and development assemblage sites. Most assignments involve rent-stabilized or free-market residential portfolios in upper Manhattan, the West Bronx, and adjacent neighborhoods where building sizes range from roughly 20 to 100 units.

Does Graham & Co. Advisory represent buyers or only sellers?

The firm primarily acts as exclusive sales agent for property owners, though it also advises private investors on acquisitions through its capital-markets practice. The bulk of its public track record consists of seller-side investment-sale mandates for family offices and private operating companies.

What geographic markets does Graham & Co. Advisory cover?

The practice is almost entirely concentrated in Upper Manhattan and the West Bronx. Core submarkets include Washington Heights, Inwood, Hamilton Heights, and Hudson Heights, with select assignments in Kingsbridge, Fordham, and University Heights. The firm does not actively pursue listings in Midtown Manhattan, Downtown Brooklyn, or Long Island City.

How does Graham & Co. Advisory source deal flow?

The firm relies on the founder's direct relationships with private multifamily owners, many of whom are second- or third-generation holders of New York apartment portfolios built between the 1920s and 1970s. There is no proprietary data platform, institutional cold-calling operation, or formal co-investor network — the pipeline is relationship-driven and geographically constrained by design.

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