Inverness Graham Investments, INC.

Fee-Only (% of Portfolio)

Inverness Graham Investments acquires innovative companies where technology is transforming traditional industries. The firm focuses on high-growth businesses leveraging technology in healthcare, software, and advanced manufacturing. Inverness Graham provides investment advisory services to pooled investment vehicles that are exempt from registration as private funds. As the investment advisor, Inverness Graham identifies investment opportunities and participates in the acquisition, management, monitoring, and disposition of investments for each fund.

Assets Under Management$1.3B
Clients26
AdvisorsN/A
Avg. per Client$49M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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