Form D · Private Equity Fund

Graham Partners Genesis (B), L.P.

Newtown Square, PA · CIK 0002071465

Offering snapshot reported Sep 29, 2025 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 29, 2025InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-558995

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Piper Sandler & Co.665

Source: Form D, filed Sep 29, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

GRAHAM PARTNERS GENESIS (B), L.P.

Investment adviser: GRAHAM PARTNERS, LLC

Gross asset value
$75.6M
Beneficial owners
4
ADV minimum commitment
$0

Reported in Form ADV on Jul 3, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator PETRA FUNDS GROUP NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No
Custodian CITIZENS PRIVATE BANK & TRUST PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2116717 · Jul 3, 2026 · Schedule D 7.B.(1), fund 805-2841545054

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Dennis Dunegan Executive
Steven C. Graham Executive
Joseph Heinmiller Executive
Daniel Kurtz Executive
William P. Mc Kee, Jr. Executive
Christina W. Morin Executive
Robert A. Newbold Executive
Adam Piatkowski Executive
Andrew Snyder Executive
Joshua Wilson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3811 West Chester Pike Building 2, Suite 200
Newtown Square, PA, 19073