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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
- LEI
- N/A
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| KEHOE, SCOTT, ALAN | I | MANAGING PRINCIPAL | NA | Control |
| MORRISEY, MIKE, B. | I | MANAGING PRINCIPAL AND DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| MORRISEY, MIKE, B. | I | MANAGING PRINCIPAL AND DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| MORRISEY, MIKE, B. | I | MANAGING PRINCIPAL AND DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| MORRISEY, MIKE, B. | I | MANAGING PRINCIPAL AND DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| MORRISEY, MIKE, B. | I | MANAGING PRINCIPAL AND DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| MORRISEY, MIKE, B. | I | MANAGING PRINCIPAL AND DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| MORRISEY, MIKE, B. | I | MANAGING PRINCIPAL AND DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| MORRISEY, MIKE, B. | I | MANAGING PRINCIPAL AND DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| MORRISEY, MIKE, B. | I | MANAGING PRINCIPAL AND DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| MORRISEY, MIKE, B. | I | MANAGING PRINCIPAL AND DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| MORRISEY, MIKE, B. | I | MANAGING PRINCIPAL AND DIRECTOR OF BUSINESS DEVELOPMENT | NA | Control |
| MORRISSEY, MIKE, B. | I | MANAGING PRINCIPAL | NA | Control |
| MORRISSEY, MIKE, B. | I | MANAGING PRINCIPAL | NA | Control |
| MORRISSEY, MIKE, B. | I | MANAGING PRINCIPAL | NA | Control |
| MORRISSEY, MIKE, B. | I | MANAGING PRINCIPAL | NA | Control |
| MORRISSEY, MIKE, B. | I | MANAGING PRINCIPAL | NA | Control |
| MORRISSEY, MIKE, B. | I | MANAGING PRINCIPAL | NA | Control |
| MORRISSEY, MIKE, B. | I | MANAGING PRINCIPAL | NA | Control |
| MORRISSEY, MIKE, B. | I | MANAGING PRINCIPAL | NA | Control |
| MORRISSEY, MIKE, B. | I | MANAGING PRINCIPAL | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CONTROLLER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CONTROLLER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, H. | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, HENRY | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, HENRY | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| REILLY, JOHN, HENRY | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| SYKES, TREY | I | MANAGING PRINCIPAL | NA | Control |
| GRAHAM, KENNETH, A. | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, A. | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, A. | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, A. | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, A. | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, A. | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, A. | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, A. | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, A. | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, A. | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, A. | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, ALEXANDER | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, ALEXANDER | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, ALEXANDER | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, ALEXANDER | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, ALEXANDER | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, ALEXANDER | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, ALEXANDER | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, ALEXANDER | I | SENIOR MANAGING PRINCIPAL | E | Control |
| GRAHAM, KENNETH, ALEXANDER | I | SENIOR MANAGING PRINCIPAL | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
PA
Address
1275 DRUMMERS LANESUITE 300
WAYNE, PA 19087
United States
Phone: 610-722-0300