SourcingSourcing

GRAFTON STREET PARTNERS MANAGEMENT COMPANY LLC

C29
CRD 319109·SEC 801-124779
AUM
$1.16B
$1B+
Est. Revenue
$11.6M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$27.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GRAFTON STREET PARTNERS MANAGEMENT COMPANY LLC
CRD
319109
SEC file #
801-124779
EIN
874135033
DBA names
Grafton Street Partners

Economics

AUM
$1.16B
AUM band
$1B+
AUM trajectory
'23'26
$422.7M → $1.16B▲ +175%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
10
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'23'26
3 advisors → 5 advisors▲ +67%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
graftonstreetpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MALPASS, SCOTT, CHARLES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MALPASS, SCOTT, CHARLES
CHARNESKY, ANDREW, EMERSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GRAFTONSTREETPARTNERS.COM
Rdap Domain Creation Date
2021-11-17T16:52:14Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001923769
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-17
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001892688-26-000073

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
11838 LOST TREE WAYNORTH PALM BEACH, FL 33408
Business
11838 LOST TREE WAYNORTH PALM BEACH, FL 33408
Edgar EIN
874135033
Edgar Recent Filings
13F-HR2026-05-15 · 0001892688-26-000073
13F-HR2026-02-17 · 0001892688-26-000037
Firm Has Custody
Yes
Rdap Domain Expiration Date
2031-11-17T16:52:14Z
Rdap Domain Last Changed
2024-05-31T06:25:06Z
Rdap Nameservers
Ns12.wixdns.netNs13.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
2532347
Trust Company Affiliate
No

People (4)

4
MALPASS, SCOTT, CHARLES
Direct Owner · 87.5%
2532347
CHARNESKY, ANDREW, EMERSON
Executive Officer · 2.5%
5690164
SANTRACH, STEPHEN, ALBERT
Executive Officer · 2.5%
5812845
ZENKER, JAMES, ROBERT
Executive Officer · 2.5%
6029153