# Inverness Graham Investments

Inverness Graham Investments is a Private Equity based in Wayne, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Wayne, United States
- **Region:** North America
- **Address:** Wayne, PA, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** www.invernessgraham.com
- **LinkedIn:** https://www.linkedin.com/company/inverness-graham-investments

## Regulatory record

- **CRD number:** 157632
- **SEC file number:** 801-73219
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157632

## About

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.

## Sectors

- Industrial Tech
- Enterprise Software
- Digital Health
- AgriTech & FoodTech
- Energy Transition & Renewables

## People

- Kenneth Graham — Founder & Senior Managing Principal
- James Graham — Managing Principal

## 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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- [Invermaster](https://altss.com/profile/invermaster)
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Last updated: 2026-06-03T20:00:00.000Z

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