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| Inverness Graham Investments Inc
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| CRD # | 157632 |
| SEC # | 801-73219 |
| CIK # | |
| AUM | 1,572.2 M (2026-03-31) |
| Employees | 36 (53% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-722-0300 |
| Address | 1275 Drummers Lane Wayne, PA 19087 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Cognito Co-Invest IGI V LP | [2026-03-31] | 7.0 M | |
| Filed 2025-08-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Innovia Co-Invest Igi-IV -A LP | [2026-03-31] | 12.2 M | |
| Filed 2025-08-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Co-Investment Fund-A LP | [2026-03-31] | 40.0 M | 89.6 M |
| Filed 2025-07-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Co-Investment Fund LP | [2026-03-31] | 40.0 M | 15.0 M |
| Filed 2025-07-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | EIKO Co-Invest Igi-III -A LP | 2025-03-28 | 1.0 M | |
| PE | GPS Co-Invest Igi-III -A LP | [2025-03-28] | 59.2 M | |
| Filed 2024-11-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Green Light Fund D LP | [2025-03-28] | 113.0 M | 93.9 M |
| Filed 2024-07-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $3,500,000 · Revenue Decline to Disclose | ||||
| PE | Myyield Co-Invest IGI GLF LP | [2025-03-28] | 8.6 M | |
| Filed 2024-02-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Innovia Co-Invest Igi-IV LP | 2024-03-28 | 67.0 M | |
| PE | Inverness Graham Green Light Fund A LP | [2024-03-28] | 113.0 M | 27.2 M |
| Filed 2024-07-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $3,500,000 · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Green Light Fund B LP | [2024-03-28] | 113.0 M | 14.1 M |
| Filed 2024-07-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $3,500,000 · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Green Light Fund C LP | [2024-03-28] | 113.0 M | 10.9 M |
| Filed 2024-07-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $3,500,000 · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Green Light Fund LP | [2024-03-28] | 113.0 M | 77.8 M |
| Filed 2024-07-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $3,500,000 · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Investments V-A LP | [2024-03-28] | 177.4 M | 34.4 M |
| Filed 2026-01-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $4,000,000 · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Investments V-B LP | [2024-03-28] | 177.4 M | 11.4 M |
| Filed 2026-01-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $4,000,000 · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Investments V-C LP | [2024-03-28] | 177.4 M | 18.3 M |
| Filed 2026-01-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $4,000,000 · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Investments V LP | [2024-03-28] | 177.4 M | 126.1 M |
| Filed 2026-01-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $4,000,000 · Revenue Decline to Disclose | ||||
| PE | EIKO Co-Invest IGI III LP | 2019-03-28 | 0.0 M | |
| PE | GPS Co-Invest IGI III LP | 2019-03-28 | 19.7 M | |
| PE | Inverness Graham Investments IV-A LP | [2019-03-28] | 103.7 M | |
| Filed 2019-02-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Investments IV-B LP | [2019-03-28] | 30.1 M | |
| Filed 2019-02-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Investments IV-C LP | [2019-03-28] | 20.9 M | |
| Filed 2019-02-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Investments IV LP | [2019-03-28] | 468.5 M | |
| Filed 2019-02-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Swipeclock Co-Invest IGI III LP | 2018-03-27 | 0.3 M | |
| PE | Identity Co-Invest Igi-II LP | 2015-03-26 | 3.0 M | |
| PE | Inverness Graham Investments III-A LP | [2015-03-26] | 39.9 M | |
| Filed 2015-03-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Investments III-B LP | [2015-03-26] | 14.5 M | |
| Filed 2015-03-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Investments III-C LP | [2015-03-26] | 7.0 M | |
| Filed 2015-03-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Inverness Graham Investments III LP | [2015-03-26] | 187.4 M | |
| Filed 2015-03-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Mesker Co-Invest Igi-II LP | 2014-03-26 | ||
| PE | Datasource Co-Invest Igi-II LP | 2013-03-25 | 0.6 M | |
| PE | IGI I Annex Fund LP | 2012-02-09 | 6.3 M | |
| PE | Inverness Graham Investments II LP | [2012-02-09] | ||
| PE | Inverness Graham Investments LP | [2012-02-09] | ||
| PE | Nobles Co-Invest Igi-II LP | 2012-02-09 | 0.7 M | |
| PE | Techdevice Co-Invest IGI II LP | 2012-02-09 | 0.2 M | |
| 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 | Executive Officer | 44 | 6 | |
| Steven Wood | Executive Officer | 21 | 3 | |
| Kenneth Graham | Executive Officer | 20 | 2 | |
| Michael Morrissey | Executive Officer | 14 | 2 | |
| Clifton Sykes | Executive Officer | 12 | 2 | |
| Inverness Graham Investments Inc | Promoter | 10 | 2 | |
| Scott Kehoe | Executive Officer | 8 | 2 | |
| Paul Nolen | Executive Officer | 4 | 2 | |
| Inverness Graham General Partner V LP | Executive Officer | 3 | 2 | |
| Inverness Graham V GP LLC | Executive Officer | 3 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional |
| Fund Types | Private Equity |
| LEI | N/A |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lone View Capital Management LP
✚
|
CA | 1,593.6 M |
|
Sunstone Partners Management LLC
✚
|
CA | 1,587.0 M |
|
Painswick Capital Management LP
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|
NY | 1,585.7 M |
|
Sweetwater Investment Management LLC
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|
CA | 1,580.3 M |
|
Dundee Maestro Management LP
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|
1,574.3 M | |
|
ATL Advisor LP
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|
NY | 1,573.4 M |
|
Flat Rock Global LLC
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|
WY | 1,568.1 M |
|
Delta-V Capital LLC
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|
CO | 1,567.2 M |
|
Goodfinch Management LLC
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|
CA | 1,562.6 M |
|
TriArtisan Capital Advisors LLC
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|
FL | 1,557.1 M |