INVERNESS GRAHAM INVESTMENTS, INC. of WAYNE, PA is an SEC-registered investment adviser (CRD 157632). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Trey Sykes | MANAGING PRINCIPAL | Newtown Square, PA |
| John Henry Reilly | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| Kenneth Alexander Graham | SENIOR MANAGING PRINCIPAL | — |
| Mike B Morrissey | MANAGING PRINCIPAL | — |
| REILLY JOHN HENRY | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| GRAHAM WILLIAM A | SENIOR MANAGING PRINCIPAL | — |
| REILLY JOHN H | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER AND CONTROLLER | — |
| GRAHAM KENNETH ALEXANDER | SENIOR MANAGING PRINCIPAL | — |
| KEHOE SCOTT ALAN | MANAGING PRINCIPAL | — |
| MORRISEY MIKE B | MANAGING PRINCIPAL AND DIRECTOR OF BUSINESS DEVELOPMENT | — |
| SYKES TREY | MANAGING PRINCIPAL | — |
| MORRISSEY MIKE B | MANAGING PRINCIPAL | — |
| Mike B. Morrissey | MANAGING PRINCIPAL | — |
Showing 15 of 29 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| INVERNESS GRAHAM INVESTMENTS IV, L.P. | Private Equity Fund | Delaware | 23 | $468.5M | $5.0M |
| INVERNESS GRAHAM INVESTMENTS III, L.P. | Private Equity Fund | Delaware | 18 | $187.4M | $5.0M |
| INVERNESS GRAHAM INVESTMENTS V, L.P. | Private Equity Fund | Delaware | 6 | $126.1M | $5.0M |
| INVERNESS GRAHAM INVESTMENTS IV-A, L.P. | Private Equity Fund | Delaware | 6 | $103.7M | $5.0M |
| INVERNESS GRAHAM GREEN LIGHT FUND D, L.P. | Private Equity Fund | Delaware | 16 | $93.9M | $5.0M |
| INVERNESS GRAHAM CO-INVESTMENT FUND-A, L.P. | Private Equity Fund | Delaware | 9 | $89.6M | $500K |
| INVERNESS GRAHAM GREEN LIGHT FUND, L.P. | Private Equity Fund | Delaware | 10 | $77.8M | $5.0M |
| INNOVIA CO-INVEST (IGI-IV), L.P. | Private Equity Fund | Delaware | 6 | $67.0M | $500K |
| GPS CO-INVEST (IGI-III)-A, L.P. | Private Equity Fund | Delaware | 5 | $59.2M | $500K |
| INVERNESS GRAHAM INVESTMENTS III-A, L.P. | Private Equity Fund | Delaware | 8 | $39.9M | $5.0M |
| INVERNESS GRAHAM INVESTMENTS V-A, L.P. | Private Equity Fund | Delaware | 2 | $34.4M | $5.0M |
| INVERNESS GRAHAM INVESTMENTS IV-B, L.P. | Private Equity Fund | Delaware | 2 | $30.1M | $5.0M |
| INVERNESS GRAHAM GREEN LIGHT FUND A, L.P. | Private Equity Fund | Delaware | 3 | $27.2M | $5.0M |
| INVERNESS GRAHAM INVESTMENTS IV-C, L.P. | Private Equity Fund | Delaware | 2 | $20.9M | $5.0M |
| GPS CO-INVEST (IGI III), L.P. | Private Equity Fund | Delaware | 5 | $19.7M | $500K |