Inverness Graham Investments
Private Equity SEC-registered adviser
Legal name: Inverness Graham Investments, Inc.
Wayne, PA Website
AUM
$1.6B
Regulatory AUM
Private funds
29
Private Equity 29
Private fund assets
$1.6B
Gross asset value
Employees
36
Last Form D raise
Jan 2026
Most recent fund filing
From SEC Form ADV filing (filed Mar 31, 2026). View on SEC
People(3)
Owners and executive officers named on the firm's SEC Form ADV.
K
M
T
Funds(29)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Inverness Graham Investments V, L.P. | Private Equity | $126.1M | $177.4M | 21 | Jan 2026 | Warm |
| Inverness Graham Investments V-A, L.P. | Private Equity | $34.4M | $177.4M | 21 | Jan 2026 | Warm |
| Inverness Graham Investments V-C, L.P. | Private Equity | $18.3M | $177.4M | 21 | Jan 2026 | Warm |
| Inverness Graham Investments V-B, L.P. | Private Equity | $11.4M | $177.4M | 21 | Jan 2026 | Warm |
| Cognito Co-Invest (igi V), L.P. | Private Equity | $7.0M | — | — | Aug 2025 | Cool |
| Innovia Co-Invest (igi-Iv)-A, L.P. | Private Equity | $12.2M | — | — | Aug 2025 | Cool |
| Inverness Graham Co-Investment Fund-A, L.P. | Private Equity | $89.6M | $40.0M | 6 | Jul 2025 | Cool |
| Inverness Graham Co-Investment Fund, L.P. | Private Equity | $15.0M | $40.0M | 6 | Jul 2025 | Cool |
| Gps Co-Invest (igi-Iii)-A, L.P. | Private Equity | $59.2M | — | — | Nov 2024 | Cool |
| Inverness Graham Green Light Fund D, L.P. | Private Equity | $93.9M | $113.0M | 13 | Jul 2024 | Cold |
| Inverness Graham Green Light Fund, L.P. | Private Equity | $77.8M | $113.0M | 13 | Jul 2024 | Cold |
| Inverness Graham Green Light Fund A, L.P. | Private Equity | $27.2M | $113.0M | 13 | Jul 2024 | Cold |
| Inverness Graham Green Light Fund B, L.P. | Private Equity | $14.1M | $113.0M | 13 | Jul 2024 | Cold |
| Inverness Graham Green Light Fund C, L.P. | Private Equity | $10.9M | $113.0M | 13 | Jul 2024 | Cold |
| Myyield Co-Invest (igi Glf), L.P. | Private Equity | $8.6M | — | — | Feb 2024 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 157632
- SEC file number
- 801-73219
Sources
- SEC Form ADV Oct 14, 2026