DFX Intelligence

Data Factory

Private equityFirmbuyout · probablemiddle market

Inverness Graham Investments, Inc.

Private Equity

Wayne, PA

Inverness Graham is a private investment firm that partners with innovative companies where technology is transforming traditional industry

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

Search this name across graphsid dfx:pe:649756a9-3b8c-4db9-bf55-c887c56e542d

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, news and newswire. Page built Sep 21, 2026, 3:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 115
Dated events: 39
On other graphs: 2
Observed: Sep 13, 2026 to Sep 16, 2026
38 observations

Across DFX

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

Independent Sponsorsidentity

Inverness Graham Investments, Inc.

Capital provider to sponsors · 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

Funds: 28
PE funds: 28
Vintages: 2013 to 2024
PE GAV, 2024 filing: $1.3Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.3B
Investments: 40
Active investments: 18
Size band: MIDDLE MARKETderivedproxy: $1.31bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Stated sectors: environmental_services,technology,manufacturing,healthcare,software
Stated EBITDA range: $40.0M to $80.0M
Latest ADV filing: Mar 28, 2024
Employees (ADV): 34
Website: invernessgraham.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Inverness Graham Investments V-C, L.P.	2024	Unknown	Private Equity Fund	n/a	$16.3M
Inverness Graham Investments V-B, L.P.	2024	Unknown	Private Equity Fund	n/a	$10.0M
Inverness Graham Investments V-A, L.P.	2024	Unknown	Private Equity Fund	n/a	$0
Inverness Graham Green Light Fund B, L.P.	2024	Unknown	Private Equity Fund	n/a	$28.5M
Innovia Co-Invest (igi-Iv), L.P.	2024	Unknown	Private Equity Fund	n/a	$30.3M
Inverness Graham Green Light Fund C, L.P.	2024	Unknown	Private Equity Fund	n/a	$14.9M
Inverness Graham Green Light Fund a, L.P.	2024	Unknown	Private Equity Fund	n/a	$0
Inverness Graham Green Light Fund, L.P.	2024	Unknown	Private Equity Fund	n/a	$94.2M
Inverness Graham Investments V, L.P.	2024	Unknown	Private Equity Fund	n/a	$87.0M
Eiko Co-Invest (igi III), L.P.	2019	Harvest	Private Equity Fund	n/a	$20,949
GPS Co-Invest (igi III), L.P.	2019	Mature	Private Equity Fund	n/a	$9.2M
Inverness Graham Investments IV, L.P.	2019	Active deployment	Private Equity Fund	n/a	$430M
Inverness Graham Investments Iv-A, L.P.	2019	Active deployment	Private Equity Fund	n/a	$94.5M
Inverness Graham Investments Iv-C, L.P.	2019	Active deployment	Private Equity Fund	n/a	$19.5M
Inverness Graham Investments Iv-B, L.P.	2019	Active deployment	Private Equity Fund	n/a	$27.4M
Swipeclock Co-Invest (igi III), L.P.	2018	Unknown	Private Equity Fund	n/a	$28.0M
Inverness Graham Investments Iii-A, L.P.	2015	Mature	Private Equity Fund	n/a	$58.9M
Identity Co-Invest (igi-Ii), L.P.	2015	Wound down	Private Equity Fund	n/a	$3.0M
Inverness Graham Investments Iii-B, L.P.	2015	Mature	Private Equity Fund	n/a	$22.6M
Inverness Graham Investments III, L.P.	2015	Mature	Private Equity Fund	n/a	$286M
Inverness Graham Investments Iii-C, L.P.	2015	Mature	Private Equity Fund	n/a	$9.7M
Mesker Co-Invest (igi-Ii), L.P.	2014	Wound down	Private Equity Fund	n/a	$0
Datasource Co-Invest (igi-Ii), L.P.	2013	Harvest	Private Equity Fund	n/a	$582,453
Techdevice Co-Invest (igi II), L.P.	n/a	Wound down	Private Equity Fund	n/a	$170,000
Nobles Co-Invest (igi-Ii), L.P.	n/a	Wound down	Private Equity Fund	n/a	$2,000

Investments

Company	State	Role	Control	Invested	Exited	Status
Axcel Learning	n/a	unknown	unknown	Jan 1, 2026	n/a	active
ShipSigma	n/a	unknown	unknown	Jan 1, 2026	n/a	active
Cognito Forms	n/a	unknown	unknown	Jan 1, 2025	n/a	active
Abenity	n/a	Add on	control	Aug 28, 2024	n/a	active
BioTek Ag	n/a	Add on	control	Apr 9, 2024	n/a	active
Alliant	n/a	unknown	unknown	Jan 1, 2024	n/a	active
My Yield	n/a	unknown	unknown	Jan 1, 2024	n/a	active
BenefitHub	n/a	platform	unknown	Jan 1, 2024	n/a	active
Innovia Medical	Mn	platform	control	Jun 20, 2023	n/a	active
Treat Planet	n/a	unknown	unknown	Jan 1, 2023	n/a	active
Concord Servicing	n/a	unknown	unknown	Jan 1, 2022	Jan 1, 2024	exited
Custom Agronomics	n/a	platform	unknown	Jan 1, 2022	n/a	active
Biolyst Scientific	n/a	unknown	unknown	Jan 1, 2020	n/a	active
KICTeam	n/a	unknown	unknown	Jan 1, 2020	n/a	active
VitalPath	n/a	unknown	unknown	Jan 1, 2020	n/a	active
Syntrio	n/a	unknown	unknown	Jan 1, 2019	n/a	exited
Corsica Technologies	n/a	unknown	unknown	Jan 1, 2018	n/a	active
EiKO Global	n/a	unknown	unknown	Jan 1, 2018	n/a	active
Vista	n/a	unknown	unknown	Jan 1, 2018	Jan 1, 2024	exited
GPS Trackit	n/a	unknown	unknown	Jan 1, 2017	n/a	active
Swipeclock	n/a	unknown	unknown	Jan 1, 2017	n/a	exited
Kalkomey	n/a	unknown	unknown	Jan 1, 2015	Jan 1, 2020	exited
Spirion	n/a	unknown	unknown	Jan 1, 2015	Jan 1, 2018	exited
Zest	n/a	unknown	unknown	Jan 1, 2013	Jan 1, 2016	exited
Global ID	n/a	unknown	unknown	Jan 1, 2013	Jan 1, 2016	exited
Mesker	n/a	unknown	unknown	Jan 1, 2013	Jan 1, 2016	exited
RacoWireless	n/a	unknown	unknown	Jan 1, 2012	Jan 1, 2014	exited
SupplyLogic	n/a	unknown	unknown	Jan 1, 2012	Jan 1, 2022	exited
AdvancedCath	n/a	unknown	unknown	Jan 1, 2011	Jan 1, 2015	exited
Nobles	n/a	unknown	unknown	Jan 1, 2011	Jan 1, 2014	exited

Relationships

showing 80 of 115

Invested in (20)

→ Innovia MedicalCompanyplatform
Jun 20, 2023 to presentfactDFX's own graph, The subject's own site
→ BioTek AgCompanyAdd on
Apr 9, 2024 to presentfactNews and newswire
→ Custom AgronomicsCompanyplatform
Jan 1, 2022 to presentfactNews and newswire, The subject's own site
→ AbenityCompanyAdd on
Aug 28, 2024 to presentfactNews and newswire
→ BenefitHubCompanyplatform
Jan 1, 2024 to presentfactNews and newswire, The subject's own site
→ KICTeamCompanyunknown
Jan 1, 2020 to presentfactThe subject's own site
→ SmartflowCompanyunknown
Jan 1, 2005 to presentfactThe subject's own site
→ ShipSigmaCompanyunknown
Jan 1, 2026 to presentfactThe subject's own site
→ My YieldCompanyunknown
Jan 1, 2024 to presentfactThe subject's own site
→ AlliantCompanyunknown
Jan 1, 2024 to presentfactThe subject's own site
→ Axcel LearningCompanyunknown
Jan 1, 2026 to presentfactThe subject's own site
→ Biolyst ScientificCompanyunknown
Jan 1, 2020 to presentfactThe subject's own site
→ Cognito FormsCompanyunknown
Jan 1, 2025 to presentfactThe subject's own site
→ Corsica TechnologiesCompanyunknown
Jan 1, 2018 to presentfactThe subject's own site
→ VitalPathCompanyunknown
Jan 1, 2020 to presentfactThe subject's own site
→ EiKO GlobalCompanyunknown
Jan 1, 2018 to presentfactThe subject's own site
→ Treat PlanetCompanyunknown
Jan 1, 2023 to presentfactThe subject's own site
→ SyntrioCompanyunknown
Jan 1, 2019 to presentfactThe subject's own site
→ SwipeclockCompanyunknown
Jan 1, 2017 to presentfactThe subject's own site
→ GPS TrackitCompanyunknown
Jan 1, 2017 to presentfactThe subject's own site

Same as candidate (1)

← Inverness GrahamFirmSponsor key unique no second signal
inferenceDFX's own graph

Employs (39)

→ Annie CooganPersonAdministrative Assistant
factThe subject's own site
→ Bob RennerPersonSenior Operating Partner
factThe subject's own site
→ Brian KernsPersonAnalyst
factThe subject's own site
→ Chris FrystockPersonPartner
factThe subject's own site
→ Daniel FarrarPersonSenior Operating Partner
factThe subject's own site
→ Denis ConnellPersonPrincipal
factThe subject's own site
→ Dylan TorpeyPersonAssociate
factThe subject's own site
→ Jeff SilvermanPersonGrowth Operating Partner
factThe subject's own site
→ Jennifer Roca NewcomerPersonSenior Associate, Capital Formation and Stakeholder Relations
factThe subject's own site
→ Jim MishPersonSenior Operating Partner
factThe subject's own site
→ John H. ReillyPersonChief Compliance Officer And Chief Financial Officer
Mar 1, 2012 to presentfactForm ADV, The subject's own site
→ Kenneth a. GrahamPersonSenior Managing Principal
Aug 1, 1999 to presentfactForm ADV, The subject's own site
→ Kevin McGrathPersonVice President
factThe subject's own site
→ Kohl WimerPersonSenior Associate
factThe subject's own site
→ Luke IronsPersonSenior Associate
factThe subject's own site
→ Marla YoungPersonExecutive Assistant
factThe subject's own site
→ Matt HowardPersonVice President, Origination
factThe subject's own site
→ Michael MorrisseyPersonManaging Partner
factThe subject's own site
→ Mike VattiPersonVice President
factThe subject's own site
→ Phillip ManevalPersonAssociate
factThe subject's own site
→ Ryan GearyPersonPrincipal
factThe subject's own site
→ Scott Alan KehoePersonCo-Founder & Senior Advisor
factThe subject's own site
→ Sean DoughertyPersonHuman Capital Operating Partner
factThe subject's own site
→ Sean EnnisPersonController
factThe subject's own site
→ Steve WoodPersonCo-Founder & Senior Advisor
factThe subject's own site
→ Subbu PichappanPersonVice President
factThe subject's own site
→ Suzy CavistonPersonController
factThe subject's own site
→ T. Ulrich BrechbuhlPersonSenior Operating Partner
factThe subject's own site
→ Trey SimpsonPersonPrincipal
factThe subject's own site
→ Trey SykesPersonManaging Principal
Nov 1, 2013 to presentfactForm ADV, The subject's own site
and 9 more

Manages (14)

→ Inverness Graham Investments V, L.P.FundPrivate Equity Fund
Mar 28, 2024 to presentfactForm ADV
→ Mesker Co-Invest (igi-Ii), L.P.FundPrivate Equity Fund
Mar 26, 2014 to presentfactForm ADV
→ Inverness Graham Investments III, L.P.FundPrivate Equity Fund
Mar 26, 2015 to presentfactForm ADV
→ Inverness Graham Investments Iii-B, L.P.FundPrivate Equity Fund
Mar 26, 2015 to presentfactForm ADV
→ Inverness Graham Investments Iii-A, L.P.FundPrivate Equity Fund
Mar 26, 2015 to presentfactForm ADV
→ Inverness Graham Investments Iii-C, L.P.FundPrivate Equity Fund
Mar 26, 2015 to presentfactForm ADV
→ Identity Co-Invest (igi-Ii), L.P.FundPrivate Equity Fund
Mar 26, 2015 to presentfactForm ADV
→ Swipeclock Co-Invest (igi III), L.P.FundPrivate Equity Fund
Mar 27, 2018 to presentfactForm ADV
→ Inverness Graham Investments Iv-B, L.P.FundPrivate Equity Fund
Mar 28, 2019 to presentfactForm ADV
→ Inverness Graham Investments IV, L.P.FundPrivate Equity Fund
Mar 28, 2019 to presentfactForm ADV
→ Inverness Graham Investments Iv-C, L.P.FundPrivate Equity Fund
Mar 28, 2019 to presentfactForm ADV
→ GPS Co-Invest (igi III), L.P.FundPrivate Equity Fund
Mar 28, 2019 to presentfactForm ADV
→ Inverness Graham Investments Iv-A, L.P.FundPrivate Equity Fund
Mar 28, 2019 to presentfactForm ADV
→ Eiko Co-Invest (igi III), L.P.FundPrivate Equity Fund
Mar 28, 2019 to presentfactForm ADV

Dated events

34 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 28, 2024
Transaction announced
BenefitHub Strengthens its Employee Perks and Voluntary Benefits Platform with Acquisition of Abenity
News and newswireobserved 4 days ago
Occurred
Apr 9, 2024
Transaction announced
Custom Agronomics acquires BioTek Ag, expands focus on nutrient use efficiency products
News and newswireobserved 4 days ago
Occurred
Mar 30, 2023
Person left
Scott Alan Kehoe (Managing Principal) no longer on Schedule A of Inverness Graham Investments, Inc.
Form ADVobserved 7 days ago
Occurred
Nov 1, 2013
Person joined
Trey Sykes joined Schedule A of Inverness Graham Investments, Inc. as Managing Principal
Form ADVobserved 7 days ago
Occurred
Feb 9, 2012
Adviser first adv filing
Inverness Graham Investments, Inc. first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago

Show 34 bookkeeping events

Occurred
Mar 31, 2026
Inverness Graham Investments, Inc.: Private Equity Funds on Form ADV 23 (2024 extract) -> 29 (roster 2026-09-01)
Occurred
Mar 28, 2024
Inverness Graham Green Light Fund C, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $14,878,207
Occurred
Mar 28, 2024
Inverness Graham Investments V-C, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $16,306,500
Occurred
Mar 28, 2024
Inverness Graham Green Light Fund, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $94,150,115
Occurred
Mar 28, 2024
Inverness Graham Investments V-B, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $10,000,000
Occurred
Mar 28, 2024
Inverness Graham Investments V-A, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund)
Occurred
Mar 28, 2024
Inverness Graham Investments V, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $87,000,000
Occurred
Mar 28, 2024
Inverness Graham Green Light Fund B, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $28,488,585
Occurred
Mar 28, 2024
Innovia Co-Invest (igi-Iv), L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $30,274,611
Occurred
Mar 28, 2024
Inverness Graham Green Light Fund a, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund)
Occurred
Mar 30, 2021
Fund 805-2743624176 no longer reported on Form ADV by Inverness Graham Investments, Inc.
Occurred
Mar 30, 2021
Fund 805-8667979610 no longer reported on Form ADV by Inverness Graham Investments, Inc.
Occurred
Mar 30, 2021
Fund 805-2600486050 no longer reported on Form ADV by Inverness Graham Investments, Inc.
Occurred
Mar 28, 2019
GPS Co-Invest (igi III), L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $8,871,000
Occurred
Mar 28, 2019
Inverness Graham Investments Iv-B, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $19,980,000
Occurred
Mar 28, 2019
Inverness Graham Investments IV, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $311,430,000
Occurred
Mar 28, 2019
Inverness Graham Investments Iv-C, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $14,520,000
Occurred
Mar 28, 2019
Inverness Graham Investments Iv-A, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $68,790,000
Occurred
Mar 28, 2019
Eiko Co-Invest (igi III), L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $10,100,000
Occurred
Mar 27, 2018
Fund 805-5271937581 no longer reported on Form ADV by Inverness Graham Investments, Inc.
Occurred
Mar 27, 2018
Swipeclock Co-Invest (igi III), L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $10,584,000
Occurred
Mar 30, 2017
Fund 805-1611238758 no longer reported on Form ADV by Inverness Graham Investments, Inc.
Occurred
Mar 26, 2015
Inverness Graham Investments Iii-C, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $6,826,000
Occurred
Mar 26, 2015
Identity Co-Invest (igi-Ii), L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $17,868,000
Occurred
Mar 26, 2015
Inverness Graham Investments Iii-A, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $47,410,000
Occurred
Mar 26, 2015
Inverness Graham Investments Iii-B, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $17,020,000
Occurred
Mar 26, 2015
Inverness Graham Investments III, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $159,880,000
Occurred
Mar 26, 2014
Mesker Co-Invest (igi-Ii), L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $5,000,000
Occurred
Mar 25, 2013
Datasource Co-Invest (igi-Ii), L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $5,500,000
Occurred
Feb 9, 2012
Nobles Co-Invest (igi-Ii), L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $4,644,357
Occurred
Feb 9, 2012
Inverness Graham Investments II, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $140,070,737
Occurred
Feb 9, 2012
IGI I Annex Fund, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $23,021,938
Occurred
Feb 9, 2012
Techdevice Co-Invest (igi II), L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $4,038,132
Occurred
Feb 9, 2012
Inverness Graham Investments, L.P. first reported on Form ADV by Inverness Graham Investments, Inc. (Private Equity Fund), GAV $135,170,548

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Annie Coogan
Administrative Assistant · Revealable: 1 work email (firm website)
Bob Renner
Senior Operating Partner · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Brian Kerns
Analyst · Revealable: 1 work email (firm website)
Chris Frystock
Partner · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Daniel Farrar
Senior Operating Partner · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Denis Connell
Principal · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Dylan Torpey
Associate · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Jeff Silverman
Growth Operating Partner · Revealable: 1 work email (firm website)
Jennifer Roca Newcomer
Senior Associate, Capital Formation and Stakeholder Relations · Revealable: 1 work email (firm website)
Jim Mish
Senior Operating Partner · Revealable: 1 professional profile (firm website), 1 work email (firm website)
John H. Reilly
Chief Compliance Officer And Chief Financial Officer · Revealable: 1 work email (firm website)
Kevin McGrath
Vice President · Revealable: 1 work email (firm website)
Kohl Wimer
Senior Associate · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Luke Irons
Senior Associate · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Marla Young
Executive Assistant · Revealable: 1 work email (firm website)
Matt Howard
Vice President, Origination · Revealable: 1 work email (firm website)
Michael Morrissey
Managing Partner · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Mike Vatti
Vice President · Revealable: 1 work email (firm website)
Phillip Maneval
Associate · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Ryan Geary
Principal · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Sean Dougherty
Human Capital Operating Partner · Revealable: 1 work email (firm website)
Sean Ennis
Controller · Revealable: 1 work email (firm website)
Subbu Pichappan
Vice President · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Suzy Caviston
Controller · Revealable: 1 work email (firm website)
T. Ulrich Brechbuhl
Senior Operating Partner · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Trey Simpson
Principal · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Trey Sykes
Managing Principal · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Usha Talasila
Principal, Artificial Intelligence · Revealable: 1 work email (firm website)
Will Coggins
Associate · Revealable: 1 work email (firm website)
Wilson Tong
Head of Capital Formation and Stakeholder Relations · Revealable: 1 work email (firm website)
Garrett Sato
Senior Operating Partner Emeritus · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Alec Somers
Principal · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Aliya Khaydarova
Partner · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Andrew Frost
Associate · Revealable: 1 professional profile (firm website), 1 work email (firm website)
Angie Zhou
Associate · Revealable: 1 professional profile (firm website), 1 work email (firm website)

Also named here, with no published line of their own (reach them through the firm): Kenneth a. Graham (Senior Managing Principal), Scott Alan Kehoe (Co-Founder & Senior Advisor), Steve Wood (Co-Founder & Senior Advisor), Mike B. Morrisey (Managing Principal).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:649756a9-3b8c-4db9-bf55-c887c56e542d
First observed: Sep 13, 2026
Last observed: Sep 16, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, News and newswire
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.

Inverness Graham Investments, Inc.

Private Equity

Wayne, PA

Inverness Graham is a private investment firm that partners with innovative companies where technology is transforming traditional industry

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

Search this name across graphsid dfx:pe:649756a9-3b8c-4db9-bf55-c887c56e542d

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Inverness Graham Investments V-C, L.P.

2024

Unknown

Private Equity Fund

n/a

$16.3M

Inverness Graham Investments V-B, L.P.

2024

Unknown

Private Equity Fund

n/a

$10.0M

Inverness Graham Investments V-A, L.P.

2024

Unknown

Private Equity Fund

n/a

Inverness Graham Green Light Fund B, L.P.

2024

Unknown

Private Equity Fund

n/a

$28.5M

Innovia Co-Invest (igi-Iv), L.P.

2024

Unknown

Private Equity Fund

n/a

$30.3M

Inverness Graham Green Light Fund C, L.P.

2024

Unknown

Private Equity Fund

n/a

$14.9M

Inverness Graham Green Light Fund a, L.P.

2024

Unknown

Private Equity Fund

n/a

Inverness Graham Green Light Fund, L.P.

2024

Unknown

Private Equity Fund

n/a

$94.2M

Inverness Graham Investments V, L.P.

2024

Unknown

Private Equity Fund

n/a

$87.0M

Eiko Co-Invest (igi III), L.P.

2019

Harvest

Private Equity Fund

n/a

$20,949

GPS Co-Invest (igi III), L.P.

2019

Mature

Private Equity Fund

n/a

$9.2M

Inverness Graham Investments IV, L.P.

2019

Active deployment

Private Equity Fund

n/a

$430M

Inverness Graham Investments Iv-A, L.P.

2019

Active deployment

Private Equity Fund

n/a

$94.5M

Inverness Graham Investments Iv-C, L.P.

2019

Active deployment

Private Equity Fund

n/a

$19.5M

Inverness Graham Investments Iv-B, L.P.

2019

Active deployment

Private Equity Fund

n/a

$27.4M

Swipeclock Co-Invest (igi III), L.P.

2018

Unknown

Private Equity Fund

n/a

$28.0M

Inverness Graham Investments Iii-A, L.P.

2015

Mature

Private Equity Fund

n/a

$58.9M

Identity Co-Invest (igi-Ii), L.P.

2015

Wound down

Private Equity Fund

n/a

$3.0M

Inverness Graham Investments Iii-B, L.P.

2015

Mature

Private Equity Fund

n/a

$22.6M

Inverness Graham Investments III, L.P.

2015

Mature

Private Equity Fund

n/a

$286M

Inverness Graham Investments Iii-C, L.P.

2015

Mature

Private Equity Fund

n/a

$9.7M

Mesker Co-Invest (igi-Ii), L.P.

2014

Wound down

Private Equity Fund

n/a

Datasource Co-Invest (igi-Ii), L.P.

2013

Harvest

Private Equity Fund

n/a

$582,453

Techdevice Co-Invest (igi II), L.P.

n/a

Wound down

Private Equity Fund

n/a

$170,000

Nobles Co-Invest (igi-Ii), L.P.

n/a

Wound down

Private Equity Fund

n/a

$2,000

Company

State

Role

Control

Invested

Exited

Status

Axcel Learning

n/a

unknown

Jan 1, 2026

n/a

active

ShipSigma

n/a

unknown

Jan 1, 2026

n/a

active

Cognito Forms

n/a

unknown

Jan 1, 2025

n/a

active

Abenity

n/a

Add on

control

Aug 28, 2024

n/a

active

BioTek Ag

n/a

Add on

control

Apr 9, 2024

n/a

active

Alliant

n/a

unknown

Jan 1, 2024

n/a

active

My Yield

n/a

unknown

Jan 1, 2024

n/a

active

BenefitHub

n/a

platform

unknown

Jan 1, 2024

n/a

active

Innovia Medical

platform

control

Jun 20, 2023

n/a

active

Treat Planet

n/a

unknown

Jan 1, 2023

n/a

active

Concord Servicing

n/a

unknown

Jan 1, 2022

Jan 1, 2024

exited

Custom Agronomics

n/a

platform

unknown

Jan 1, 2022

n/a

active

Biolyst Scientific

n/a

unknown

Jan 1, 2020

n/a

active

KICTeam

n/a

unknown

Jan 1, 2020

n/a

active

VitalPath

n/a

unknown

Jan 1, 2020

n/a

active

Syntrio

n/a

unknown

Jan 1, 2019

n/a

exited

Corsica Technologies

n/a

unknown

Jan 1, 2018

n/a

active

EiKO Global

n/a

unknown

Jan 1, 2018

n/a

active

Vista

n/a

unknown

Jan 1, 2018

Jan 1, 2024

exited

GPS Trackit

n/a

unknown

Jan 1, 2017

n/a

active

Swipeclock

n/a

unknown

Jan 1, 2017

n/a

exited

Kalkomey

n/a

unknown

Jan 1, 2015

Jan 1, 2020

exited

Spirion

n/a

unknown

Jan 1, 2015

Jan 1, 2018

exited

Zest

n/a

unknown

Jan 1, 2013

Jan 1, 2016

exited

Global ID

n/a

unknown

Jan 1, 2013

Jan 1, 2016

exited

Mesker

n/a

unknown

Jan 1, 2013

Jan 1, 2016

exited

RacoWireless

n/a

unknown

Jan 1, 2012

Jan 1, 2014

exited

SupplyLogic

n/a

unknown

Jan 1, 2012

Jan 1, 2022

exited

AdvancedCath

n/a

unknown

Jan 1, 2011

Jan 1, 2015

exited

Nobles

n/a

unknown

Jan 1, 2011

Jan 1, 2014

exited