Investment adviser · CRD 130007

HAVERFORD FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

RADNOR, PA, United States · Form ADV filed Mar 16, 2026

Regulatory AUM: $366M
Client accounts: 25
Employees: 45
Advisory professionals: 25

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	1	$320,954,559	87.6%
Government entities	Fewer than 5	$20,496,113	5.6%
Other clients	11	$12,869,636	3.5%
Individuals	Fewer than 5	$4,273,175	1.2%
Corporations & businesses	Fewer than 5	$4,063,226	1.1%
Charities	6	$3,718,842	1.0%

Filing source

Form ADV 2073829 · Mar 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CONTINUUM PARTNERS, L.P.Other Private Fund · Last reported Apr 19, 2023$47.2MGross asset value

Form D fundraising filings

Continuum Partners, L.P.

Fund administrator ULTIMUS FUND SOLUTIONS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WIPFLI LLP LINCOLNSHIRE, Illinois, United States

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer THE HAVERFORD TRUST COMPANY RADNOR, Pennsylvania, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

WIPFLI LLP
PCAOB 344

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund details & source

Fund ID: 805-2615053425
Reported beneficial owners: 28
Minimum commitment: $250K
Form D file number: 021-291436

Form ADV 1753891 · Apr 19, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 16, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

THREE RADNOR CORPORATE CENTER, SUITE 450
RADNOR, PA, 19087-4580, United States

CRD 130007

Filing source

Form ADV 2073829 · Mar 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.