GAP Asset Management, LLC
SEC RegisteredBusiness Builders Focused on Transforming Established B2B Service Companies
About the firm
Graham Allen Partners is a private investment firm focused on transforming proven service businesses into tech-enabled platforms by embedding automation, data intelligence, and scalable systems into legacy operations. The firm was established in 2008 by Tracy Graham and targets lower-middle-market B2B service companies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity investment and operational transformation, including a tech-led value creation process (EVOLVE), embedding automation and modern platforms into core operations, buy-and-build platform strategy, and strategic M&A to accelerate growth in portfolio companies.
Who they serve
Mission-critical B2B service businesses with proven business models in the lower-middle market, particularly established companies with strong fundamentals, durable customer relationships, and defensible market positions that need modern technology infrastructure.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $287M |
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| During investment period | 2.00% |
| Post investment period (on invested capital) | 1.00% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GAP Asset Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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