Inverness Graham Investments, Inc.
● SEC registered since 2012CRD 157632SEC# 801-73219Wayne, PA
Ranks #2,463 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.57B
Fund GAV
$1.57B
Private funds
29
Employees
36
Accounts
29
Location
Wayne, PA
Inverness Graham Investments, Inc. assets under management
Inverness Graham Investments, Inc. is an SEC-registered investment adviser based in Wayne, PA. The firm has been registered since 2012. It reports $1.6 billion in regulatory assets under management and employs 36 people. Inverness Graham Investments, Inc. manages 29 private funds with combined gross assets of $1.6 billion, including Inverness Graham Investments IV, L.P. By regulatory assets, it ranks 2,463 of 6,004 private fund managers.
Inverness Graham Investments, Inc. private funds
29 funds · $1.57B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Inverness Graham Investments IV, L.P. | Private Equity | $468.5M | $5M |
| Inverness Graham Investments III, L.P. | Private Equity | $187.4M | $5M |
| Inverness Graham Investments V, L.P. | Private Equity | $126.1M | $5M |
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Join to unlock · $37/moInverness Graham Investments, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Henry Reilly Control | Chief Compliance Officer And Chief Financial Officer | Under 5% | 2012 |
| Kenneth Alexander Graham Control | Senior Managing Principal | Over 75% | 1999 |
| Mike B. Morrissey Control | Managing Principal | Under 5% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Inverness Graham Investments, Inc. manage?
Inverness Graham Investments, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Inverness Graham Investments, Inc. manage?
Inverness Graham Investments, Inc. manages 29 private funds with combined gross assets of $1.6 billion.
How many employees does Inverness Graham Investments, Inc. have?
Inverness Graham Investments, Inc. reports 36 employees.
Where is Inverness Graham Investments, Inc. located?
Inverness Graham Investments, Inc. is based in Wayne, PA and has been SEC-registered since 2012.
Does Inverness Graham Investments, Inc. disclose fund performance?
Inverness Graham Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1275 Drummers Lane, Suite 300, Wayne, PA 19087 |
| Phone | 610-722-0300 |
| Fax | 610-251-2880 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$1.57B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
AUM vs fund managersTop 41%
Larger than 59% of 6,004 private-fund managers
Number of fundsTop 8%
More funds than 92% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$1.57Bregulatory AUM
Discretionary $1.57B
Service providers
Auditor
Administrator