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Chief Compliance Officer, Chief Financial Officer and Managing Partner · Graham Partners, LLC

Daniel S. Kurtz

CRD 7528405 · Named on Form ADV at one SEC-registered adviser

At a glance

Graham Partners, LLC, an SEC-registered private fund adviser based in Newtown Square, PA with $5.0 billion in regulatory assets, lists Daniel S. Kurtz on its Form ADV as Chief Compliance Officer, Chief Financial Officer and Managing Partner, a control person.

Firms and roles

  • Graham Partners, LLCChief Compliance Officer, Chief Financial Officer and Managing PartnerPrivate fund adviser · Newtown Square, PA · $5.0B in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.