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CFO & CCO of Filing Adviser and of Relying Adviser · Graham Partners

Joshua W. Davis

CRD 5989605 · Named on Form ADV at one SEC-registered adviser

At a glance

Graham Partners, an SEC-registered private fund adviser based in Asheville, NC with $493 million in regulatory assets, lists Joshua W. Davis on its Form ADV as CFO & CCO of Filing Adviser and of Relying Adviser, a control person.

Firms and roles

  • Graham PartnersCFO & CCO of Filing Adviser and of Relying AdviserPrivate fund adviser · Asheville, NC · $493M in regulatory assets

AtlasMembers

Joshua’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
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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

  • Harold W. BerryManaging Member of Filing Adviser and of Relying Adviser, Graham Partners
  • Gregory M. WallisDirector of Trading of Filing Adviser and of Relying Adviser, Graham Partners

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