Inverness Graham Investments, Inc.

Overview

Inverness Graham Investments, Inc. is a privately held corporate adviser that has been SEC-registered since 2012 and operates primarily as a private equity fund sponsor and manager. The firm’s clients are institutional investors, and its advisory work centers on portfolio management for pooled investment vehicles. Inverness Graham serves both as a sponsor/GP and as the managing member of those vehicles, and it reports that ESG considerations are an active part of its investment approach. Its fee arrangements combine a percentage-of-AUM component with performance-based fees.

Assets & Accounts

Investments & Alternatives