INVERNESS COUNSEL, LLC
SEC file number 801-40161
· NEW YORK, NY
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$4.47B
Discretionary AUM
$3.84B
Employees
28
Clients
3
Firm
- Address
- 845 THIRD AVENUE
NEW YORK, NY 10022-6601 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- 3133 Inverness Investors, LP Low name-match confidence · CIK 2081248 · TX
- Inverness Graham Co-Investment Fund, L.P. Low name-match confidence · CIK 2076207 · PA
- Inverness Graham Investments V, L.P. Low name-match confidence · CIK 2001484 · PA
- Inverness Place LLC Low name-match confidence · CIK 2100582 · CO
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Inverness Graham Investments V, L.P. · D/A · Jan 23, 2026
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Inverness Place LLC · D · Dec 12, 2025$600K
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3133 Inverness Investors, LP · D · Aug 14, 2025$15M
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3133 Inverness Investors, LP · D · Aug 14, 2025$15M
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Inverness Graham Co-Investment Fund, L.P. · D · Jul 18, 2025
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Inverness Graham Investments V, L.P. · D/A · Jan 22, 2025