| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Inverness Graham Investments IV, L.P. | Private Equity | $446.3M | $5M |
| Inverness Graham Investments III, L.P. | Private Equity | $132.3M | $5M |
| Inverness Graham Green Light Fund D, L.P. | Private Equity | $116.5M | $5M |
| 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 |
Inverness Graham Investments, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.
Inverness Graham Investments, Inc. manages 26 private funds with combined gross assets of $1.3 billion.
Inverness Graham Investments, Inc. reports 36 employees.
Inverness Graham Investments, Inc. is based in Wayne, PA and has been SEC-registered since 2012.
Inverness Graham Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.29B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.29B |