Private EquityRIA · CRD 157632SEC-RegisteredPrivate Fund Adviser

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Inverness Graham Investments

Inverness Graham Investments is an SEC-registered investment adviser in Wayne, PA, established in 2012. It manages $1.6 billion in assets. The firm employs 36...

Inverness Graham Investments logo

Inverness Graham Investments

Inverness Graham Investments is an SEC-registered investment adviser in Wayne, PA, established in 2012. It manages $1.6 billion in assets. The firm employs 36 people, including 19 investment advisers.

General information

Firm type

Private Equity

Year founded

2003

Location

Region

North America

Country

United States

City

Wayne

Corporate office

Wayne, PA, United States

Principals

Kenneth Graham

Founder & Senior Managing Principal

James Graham

Managing Principal

Sector focus

Industrial TechEnterprise SoftwareDigital HealthAgriTech & FoodTechEnergy Transition & Renewables

Frequently asked questions

How does the Graham family's operating background influence Inverness Graham's investment strategy?

Ken Graham spent two decades running Graham Packaging, an industrial manufacturing business, before founding the firm. That operator DNA shapes a buy-and-build approach where Inverness Graham embeds operational specialists inside portfolio companies rather than relying exclusively on board-level governance. The firm preferentially targets founder-owned businesses where it can apply this operational playbook to accelerate growth.

Why is the firm structured around an internal Strategic Advisory Board?

The Advisory Board gives portfolio companies direct access to former C-suite executives from large industrials and service businesses. This board is a structural commitment to the firm's operator-centric philosophy and supplements the deal team's own expertise with deep functional knowledge in supply chain, commercial strategy, and organizational scaling.

Does Inverness Graham have a geographic investment preference?

The firm invests primarily in North American companies, with particular concentration in the United States. It does not promote an explicit international strategy, though many of its portfolio companies derive revenue globally through export or international subsidiaries.

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