INVERNESS GRAHAM INVESTMENTS, INC.

Overview

Inverness Graham Investments, Inc. is a corporation that operates as a manager and sponsor of pooled private funds, with a primary focus on private equity and a material presence in real estate. The firm provides portfolio management for pooled investment vehicles and serves as sponsor, general partner and managing member of those vehicles, positioning itself to run fund-level strategies rather than providing retail brokerage or individual wealth-management services. Its client base is institutional, and the firm uses a fee model that combines a percentage-of-assets-under-management with performance-based fees. The firm identifies as an active ESG investor and incorporates that stance into its positioning. Inverness Graham Investments, Inc. does not operate as a multi-state adviser or pension consultant and is structured to serve a concentrated set of institutional fund investors rather than a broad retail audience.

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