# INVERNESS GRAHAM INVESTMENTS, INC.

INVERNESS GRAHAM INVESTMENTS, INC. of WAYNE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 157632
- Type: SEC-registered investment adviser
- SEC file number: 801-73219
- Location: 1275 DRUMMERS LANE, SUITE 300, WAYNE, PA, 19087
- Phone: 610-722-0300
- Latest filing: 2026-03-31
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Clients: 36
- Accounts: 29

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| [Trey Sykes](https://search.stillhousedata.com/person/519927) | MANAGING PRINCIPAL | Newtown Square, PA |
| [John Henry Reilly](https://search.stillhousedata.com/person/701727) | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| [Kenneth Alexander Graham](https://search.stillhousedata.com/person/706939) | SENIOR MANAGING PRINCIPAL | — |
| [Mike B Morrissey](https://search.stillhousedata.com/person/706940) | MANAGING PRINCIPAL | — |
| [REILLY JOHN HENRY](https://search.stillhousedata.com/person/800851) | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| [GRAHAM WILLIAM A](https://search.stillhousedata.com/person/808726) | SENIOR MANAGING PRINCIPAL | — |
| [REILLY JOHN H](https://search.stillhousedata.com/person/811107) | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER AND CONTROLLER | — |
| [GRAHAM KENNETH ALEXANDER](https://search.stillhousedata.com/person/814435) | SENIOR MANAGING PRINCIPAL | — |
| [KEHOE SCOTT ALAN](https://search.stillhousedata.com/person/819827) | MANAGING PRINCIPAL | — |
| [MORRISEY MIKE B](https://search.stillhousedata.com/person/819828) | MANAGING PRINCIPAL AND DIRECTOR OF BUSINESS DEVELOPMENT | — |
| [SYKES TREY](https://search.stillhousedata.com/person/819829) | MANAGING PRINCIPAL | — |
| [MORRISSEY MIKE B](https://search.stillhousedata.com/person/851956) | MANAGING PRINCIPAL | — |
| [Mike B. Morrissey](https://search.stillhousedata.com/person/1011772) | MANAGING PRINCIPAL | — |


## Private funds (29)

_Showing 15 of 29 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | 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 |


## Fund service providers (1)

- administrator: PETRA FUNDS GROUP, LLC — 19 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157632/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157632/similar
- Related entities: https://search.stillhousedata.com/firm/157632/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157632

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.