Form D · Private Equity Fund
Inverness Graham Investments III, L.P.
Newtown Square, PA · CIK 0001635661
Offering snapshot reported Mar 10, 2015 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 10, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-235540
Source: Form D, filed Mar 10, 2015. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
INVERNESS GRAHAM INVESTMENTS III, L.P.
Investment adviser: INVERNESS GRAHAM INVESTMENTS, INC.
- Gross asset value
- $187M
- Beneficial owners
- 18
- ADV minimum commitment
- $5M
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG LLP
PCAOB 185
CITIZENS PRIVATE BANK & TRUST
LEI DRMSV1Q0EKMEXLAU1P80
TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18
Filing source
Form ADV 2051528 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8225264477
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Kenneth A. Graham | Executive, Promoter |
| N/A Inverness Graham Investments, Inc. | Promoter |
| Scott A. Kehoe | Executive, Promoter |
| Michael B. Morrissey | Executive, Promoter |
| John H. Reilly | Executive |
| Clifton L. Sykes | Executive, Promoter |
| Steven F. Wood | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Newtown Square, PA, 19073