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SponsorsCapital provider

Inverness Graham Investments, Inc.

pe fund manager; equity; $1572M private fund assets

Wayne, PA

This is the graph view. The full profile, with its team, deals and sources, is on Independent Sponsors.Open the full profile →

Search this name across graphsid dfx:isi:5ba006e1-9dce-4013-a969-ce1ab1d7df34

Data as of Sep 14, 2026 (this record's last observation) from Filings; Announcements. Page built Sep 19, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 2
Observed: n/a to Sep 14, 2026
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Inverness Graham Investments, Inc.

Private equity manager · shared crd

RIA / Wealth Managementidentity

INVERNESS GRAHAM INVESTMENTS, INC.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser class: pe_manager_mid
PE fund count (ADV): 29
Private fund gross assets: $1.6BForm ADV; never fund size
Website: invernessgraham.com

Relationships

Affiliated with (1)

← Inverness Graham Co-Investment Fund, L.P.Capital providerFund of adviser
inferenceDFX's own graph

Controlled by (1)

← Innovia MedicalCompanyPlatform acquisition
Jun 20, 2023 to presentfactDFX's own graph

Backed by (1)

→ Balance Point CapitalCapital providerAcquisition financing
Jun 20, 2023 to presentfactDFX's own graph

Dated events

No dated event names this entity yet.

Provenance

Graph: Independent Sponsors
Canonical id: dfx:isi:5ba006e1-9dce-4013-a969-ce1ab1d7df34
First observed: n/a
Last observed: Sep 14, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.