Multi-Family OfficeRIA · CRD 160925SEC-RegisteredPrivate Fund Adviser

Updated:

Graham Company

Graham Company is an SEC-registered investment adviser in Rowayton, CT, registered since 2012. The firm manages $42.9 billion in assets. It has 209 employees...

Graham Company

Graham Company is an SEC-registered investment adviser in Rowayton, CT, registered since 2012. The firm manages $42.9 billion in assets. It has 209 employees and 98 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2019

Location

Region

North America

Country

United States

City

Rowayton

Corporate office

New York, NY, United States

Additional offices

San Francisco, CA, United States · Walnut Creek, CA, United States · Philadelphia, PA, United States · Waukee, IA, United States · Des Moines, IA, United States · San Carlos, CA, United States

Sector focus

Real EstatePrivate CreditInfrastructureEnterprise SoftwareHealthcare Services

Frequently asked questions

Who runs investment decisions at Graham Company?

Graham Company does not publicly name its principals or investment committee members. Investment decisions are likely made by senior leadership within the firm and in consultation with the families it serves, but no named individuals are on the public record.

How does Graham Company source proprietary deal flow?

The firm sources deals through its multi-family network and established relationships across its seven offices. By coordinating capital across families, Graham Company can participate in direct investments and co-investments that may not be broadly marketed, leveraging the geographic diversity of its base.

Is Graham Company structured as a single family office or does it operate more like a venture firm?

Graham Company is structured as a multi-family office, serving multiple families rather than a single principal. It operates more like an advisory and investment platform than a traditional venture firm, focusing on direct and co-investments across private markets.

Does Graham Company participate in fund commitments or only direct deals?

Based on its multi-family office model, Graham Company likely engages in both fund commitments and direct investments. The structure allows families to choose between pooled fund vehicles and co-investment opportunities tailored to their specific mandates.

What investment stages does Graham Company typically target?

Graham Company's known sector tags include real estate, private credit, infrastructure, enterprise software, and healthcare services, suggesting a focus on growth-stage and opportunistic investments rather than early-stage venture. The firm likely seeks mature opportunities with stable cash flows.

How is Graham Company related to other Graham family entities?

Graham Company shares a name with the Graham family, which has historical ties to insurance and financial services in Philadelphia, but no public information confirms a direct link to any specific Graham business. The firm operates independently as a multi-family office.

Where does the underlying wealth come from?

The underlying wealth origins for families served by Graham Company are not publicly disclosed. As a multi-family office, the firm does not attribute its capital base to any single source.

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