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| Inverness Graham Investments Inc
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|
|
|---|---|
| CRD # | 157632 |
| SEC # | 801-73219 |
| CIK # | |
| AUM | $1.6 B (2026-03-31) |
| Employees | 36 (53% Investors, 0% Brokers) |
| Phone | 610-722-0300 |
| Address | 1275 Drummers Lane Wayne, PA 19087 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Cognito Co-Invest IGI V LP | [2026-03-31] | 0.0 | 7.0 |
| PE | Innovia Co-Invest Igi-Iv -A LP | [2026-03-31] | 0.0 | 12.2 |
| PE | Inverness Graham Co-Investment Fund-A LP | [2026-03-31] | 40.0 | 89.6 |
| PE | Inverness Graham Co-Investment Fund LP | [2026-03-31] | 40.0 | 15.0 |
| PE | EIKO Co-Invest Igi-Iii -A LP | 2025-03-28 | 1.0 | |
| PE | GPS Co-Invest Igi-Iii -A LP | [2025-03-28] | 0.0 | 59.2 |
| PE | Inverness Graham Green Light Fund D LP | [2025-03-28] | 113.0 | 93.9 |
| PE | Myyield Co-Invest IGI GLF LP | [2025-03-28] | 0.0 | 8.6 |
| PE | Innovia Co-Invest Igi-Iv LP | 2024-03-28 | 67.0 | |
| PE | Inverness Graham Green Light Fund A LP | [2024-03-28] | 113.0 | 27.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 29 | 1,572.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 29 | 1,572.2 |
| By Discretionary | ||
| Discretionary | 29 | 1,572.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 29 | 1,572.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,572.2 | |
| Total | 29 | 1,572.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Reilly | 43 | 7 | ||
| Steven Wood | 21 | 3 | ||
| Kenneth Graham | 20 | 2 | ||
| Michael Morrissey | 14 | 2 | ||
| Clifton Sykes | 12 | 2 | ||
| Inverness Graham Investments Inc | 10 | 2 | ||
| Scott Kehoe | 8 | 2 | ||
| Paul Nolen | 4 | 2 | ||
| Inverness Graham V GP LLC | 3 | 2 | ||
| Inverness Graham General Partner V LP | 3 | 2 | ||
| View All | ||||
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|---|---|---|
|
Lone View Capital Management LP
✚
|
CA | 1.6 |
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Sunstone Partners Management LLC
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CA | 1.6 |
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NY | 1.6 |
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CA | 1.6 |
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Dundee Maestro Management LP
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1.6 | |
|
ATL Advisor LP
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|
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WY | 1.6 |
|
Delta-V Capital LLC
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CO | 1.6 |
|
Goodfinch Management LLC
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|
CA | 1.6 |
|
TriArtisan Capital Advisors LLC
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|
FL | 1.6 |