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Senior Managing Principal · Inverness Graham Investments, Inc.

Kenneth A. Graham

CRD 6014479 · Named on Form ADV at one SEC-registered adviser

At a glance

Inverness Graham Investments, Inc., an SEC-registered private fund adviser based in Wayne, PA with $1.6 billion in regulatory assets, lists Kenneth A. Graham on its Form ADV as Senior Managing Principal, a control person.

Firms and roles

AtlasMembers

Kenneth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mike B. MorrisseyManaging Principal, Inverness Graham Investments, Inc.
  • John H. ReillyChief Compliance Officer and Chief Financial Officer, Inverness Graham Investments, Inc.
  • Trey SykesManaging Principal, Inverness Graham Investments, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kenneth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.