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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
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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