Managing Principal · Inverness Graham Investments, Inc.
Trey Sykes
CRD 6311251 · 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 Trey Sykes on its Form ADV as Managing Principal, a control person.
Firms and roles
- Inverness Graham Investments, Inc.Managing PrincipalPrivate fund adviser · Wayne, PA · $1.6B in regulatory assets
AtlasMembers
Trey’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Kenneth A. GrahamSenior Managing Principal, Inverness Graham Investments, Inc.
- Mike B. MorrisseyManaging Principal, Inverness Graham Investments, Inc.
- John H. ReillyChief Compliance Officer and Chief Financial Officer, 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 Trey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.