INVERNESS GRAHAM INVESTMENTS, INC.
CRD #157632 SEC #801-73219 WAYNE, PA 610-722-0300
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
36
Clients
--
Accounts
26
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.3B | $0 | 36 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 34 | 0 |
| Mar 2023 | $918.1M | $918.1M | $0 | 33 | 0 |
| Mar 2022 | $929.6M | $929.6M | $0 | 30 | 0 |
| May 2021 | $846.7M | $846.7M | $0 | 30 | 0 |
| Apr 2021 | $849.4M | $849.4M | $0 | 30 | 0 |
| Mar 2021 | $849.4M | $849.4M | $0 | 30 | 0 |
| Mar 2020 | $834.9M | $834.9M | $0 | 27 | 0 |
| Mar 2019 | $832.3M | $832.3M | $0 | 19 | 0 |
| Mar 2018 | $408.4M | $408.4M | $0 | 22 | 0 |
| Mar 2017 | $409.3M | $409.3M | $0 | 22 | 11 |
| Mar 2016 | $502.3M | $502.3M | $0 | 20 | 11 |
| Jan 2016 | $506.5M | $506.5M | $0 | 16 | 1 |
| Apr 2015 | $506.5M | $506.5M | $0 | 16 | 1 |
| Mar 2015 | $506.5M | $506.5M | $0 | 16 | 1 |
| Mar 2014 | $311.8M | $311.8M | $0 | 13 | 1 |
| Sep 2013 | $296.4M | $296.4M | $0 | 14 | 1 |
| Mar 2013 | $296.4M | $296.4M | $0 | 14 | 1 |
| Jun 2012 | $306.9M | $306.9M | $0 | -- | 1 |
| Feb 2012 | $306.9M | $306.9M | $0 | -- | 1 |
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees36
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees34
Clients0
DateMar 2023
Total AUM$918.1M
Discretionary$918.1M
Non-Disc.$0
Employees33
Clients0
DateMar 2022
Total AUM$929.6M
Discretionary$929.6M
Non-Disc.$0
Employees30
Clients0
DateMay 2021
Total AUM$846.7M
Discretionary$846.7M
Non-Disc.$0
Employees30
Clients0
DateApr 2021
Total AUM$849.4M
Discretionary$849.4M
Non-Disc.$0
Employees30
Clients0
DateMar 2021
Total AUM$849.4M
Discretionary$849.4M
Non-Disc.$0
Employees30
Clients0
DateMar 2020
Total AUM$834.9M
Discretionary$834.9M
Non-Disc.$0
Employees27
Clients0
DateMar 2019
Total AUM$832.3M
Discretionary$832.3M
Non-Disc.$0
Employees19
Clients0
DateMar 2018
Total AUM$408.4M
Discretionary$408.4M
Non-Disc.$0
Employees22
Clients0
DateMar 2017
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees22
Clients11
DateMar 2016
Total AUM$502.3M
Discretionary$502.3M
Non-Disc.$0
Employees20
Clients11
DateJan 2016
Total AUM$506.5M
Discretionary$506.5M
Non-Disc.$0
Employees16
Clients1
DateApr 2015
Total AUM$506.5M
Discretionary$506.5M
Non-Disc.$0
Employees16
Clients1
DateMar 2015
Total AUM$506.5M
Discretionary$506.5M
Non-Disc.$0
Employees16
Clients1
DateMar 2014
Total AUM$311.8M
Discretionary$311.8M
Non-Disc.$0
Employees13
Clients1
DateSep 2013
Total AUM$296.4M
Discretionary$296.4M
Non-Disc.$0
Employees14
Clients1
DateMar 2013
Total AUM$296.4M
Discretionary$296.4M
Non-Disc.$0
Employees14
Clients1
DateJun 2012
Total AUM$306.9M
Discretionary$306.9M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$306.9M
Discretionary$306.9M
Non-Disc.$0
Employees--
Clients1