Inverness Graham Investments, Inc.
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 157632
· SEC file 801-73219
· Wayne, PA
· WWW.INVERNESSGRAHAM.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 29
- Avg AUM / client
- $54.2M
- Accounts
- 29
- Employees
- 36
AUM over time
$296M
$1.6B
Feb 9, 2012
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 29 | $1.6B | 100.0% |
Private funds (23)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Inverness Graham Investments Iv, L.P. | Private Equity Fund | Delaware | $430M | 23 |
| Inverness Graham Investments Iii, L.P. | Private Equity Fund | Delaware | $286M | 18 |
| Inverness Graham Investments Iv A, L.P. | Private Equity Fund | Delaware | $94.5M | 6 |
| Inverness Graham Green Light Fund, L.P. | Private Equity Fund | Delaware | $94.2M | 4 |
| Inverness Graham Investments V, L.P. | Private Equity Fund | Delaware | $87.0M | 4 |
| Inverness Graham Investments Iii A, L.P. | Private Equity Fund | Delaware | $58.9M | 8 |
| Inverness Graham Investments Ii, L.P. | Private Equity Fund | Delaware | $37.7M | 27 |
| Innovia Co Invest (Igi Iv), L.P. | Private Equity Fund | Delaware | $30.3M | 3 |
| Inverness Graham Green Light Fund B, L.P. | Private Equity Fund | Delaware | $28.5M | 2 |
| Swipeclock Co Invest (Igi Iii), L.P. | Private Equity Fund | Delaware | $28.0M | 4 |
| Inverness Graham Investments Iv B, L.P. | Private Equity Fund | Delaware | $27.4M | 2 |
| Inverness Graham Investments Iii B, L.P. | Private Equity Fund | Delaware | $22.6M | 3 |
| Inverness Graham Investments Iv C, L.P. | Private Equity Fund | Delaware | $19.5M | 2 |
| Inverness Graham Investments V C, L.P. | Private Equity Fund | Delaware | $16.3M | 4 |
| Inverness Graham Green Light Fund C, L.P. | Private Equity Fund | Delaware | $14.9M | 3 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Graham, Kenneth, Alexander | Senior Managing Principal | Aug 1999 (27y) | 75% or more | |
| Morrissey, Mike, B. | Managing Principal | Nov 2011 (15y) | Less than 5% | |
| Reilly, John, Henry | Chief Compliance Officer And Chief Financial Officer | Mar 2012 (14y) | Less than 5% | |
| Sykes, Trey | Managing Principal | Nov 2013 (13y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (23, $1.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Inverness Graham Investments Iv, L.P. | Private Equity Fund | $430M | $5.0M | 23 |
| Inverness Graham Investments Iii, L.P. | Private Equity Fund | $286M | $5.0M | 18 |
| Inverness Graham Investments Iv A, L.P. | Private Equity Fund | $94.5M | $5.0M | 6 |
| Inverness Graham Green Light Fund, L.P. | Private Equity Fund | $94.2M | $5.0M | 4 |
| Inverness Graham Investments V, L.P. | Private Equity Fund | $87.0M | $5.0M | 4 |
| Inverness Graham Investments Iii A, L.P. | Private Equity Fund | $58.9M | $5.0M | 8 |
| Inverness Graham Investments Ii, L.P. | Private Equity Fund | $37.7M | $5.0M | 27 |
| Innovia Co Invest (Igi Iv), L.P. | Private Equity Fund | $30.3M | $500K | 3 |
| Inverness Graham Green Light Fund B, L.P. | Private Equity Fund | $28.5M | $5.0M | 2 |
| Swipeclock Co Invest (Igi Iii), L.P. | Private Equity Fund | $28.0M | $500K | 4 |
| Inverness Graham Investments Iv B, L.P. | Private Equity Fund | $27.4M | $5.0M | 2 |
| Inverness Graham Investments Iii B, L.P. | Private Equity Fund | $22.6M | $5.0M | 3 |
| Inverness Graham Investments Iv C, L.P. | Private Equity Fund | $19.5M | $5.0M | 2 |
| Inverness Graham Investments V C, L.P. | Private Equity Fund | $16.3M | $5.0M | 4 |
| Inverness Graham Green Light Fund C, L.P. | Private Equity Fund | $14.9M | $5.0M | 3 |
| Inverness Graham Investments V B, L.P. | Private Equity Fund | $10.0M | $5.0M | 2 |
| Inverness Graham Investments Iii C, L.P. | Private Equity Fund | $9.7M | $5.0M | 2 |
| Gps Co Invest (Igi Iii), L.P. | Private Equity Fund | $9.2M | $500K | 5 |
| Igi I Annex Fund, L.P. | Private Equity Fund | $6.1M | $500K | 15 |
| Datasource Co Invest (Igi Ii), L.P. | Private Equity Fund | $582K | $1.0M | 3 |
| Eiko Co Invest (Igi Iii), L.P. | Private Equity Fund | $20.9K | $500K | 3 |
| Inverness Graham Investments V A, L.P. | Private Equity Fund | $0 | $5.0M | 0 |
| Inverness Graham Green Light Fund A, L.P. | Private Equity Fund | $0 | $5.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 8.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗