Form D · Private Equity Fund

Inverness Graham Investments V, L.P.

Wayne, PA · CIK 0002001484

Offering snapshot reported Jan 23, 2026 · SEC filing

Reported sold: $177M
Investors reported: Not reported
Minimum accepted: Not reported
First sale: Not reported

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 23, 2026	Amendment	$177,406,500	No comparison	Not reported	SEC filing
Jan 22, 2025	Amendment	$130,306,500	No comparison	14	SEC filing
Nov 28, 2023	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Not reported
Exemptions: Not reported
Duration over one year: Not reported
Business combination: Not reported

Sales commissions: Not reported
Finders' fees: Not reported
Form D file number: 021-498217

Source: Form D, filed Jan 23, 2026. 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 V-A, L.P.

Investment adviser: INVERNESS GRAHAM INVESTMENTS, INC.

Gross asset value: $34.4M
Beneficial owners: 2
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

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP PHILADELPHIA, Pennsylvania, United States

Custodian CITIZENS PRIVATE BANK & TRUST PROVIDENCE, Rhode Island, United States Related to adviser: No

Custodian TRISTATE CAPITAL BANK VILLANOVA, Pennsylvania, United States Related to adviser: No

Marketer REDE PARTNERS (AMERICAS) LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLP
PCAOB 185

CITIZENS PRIVATE BANK & TRUST
LEI DRMSV1Q0EKMEXLAU1P80

TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18

REDE PARTNERS (AMERICAS) LLC
CRD 299631 · SEC 8-70269

Filing source

Form ADV 2051528 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4387603251

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Inverness Graham Investments III, L.P.	Mar 10, 2015	Yet to sell	0
Inverness Graham Investments IV, L.P.	Feb 12, 2019	Yet to sell	0
Inverness Graham Investments V, L.P. (this fund)	Jan 23, 2026	$177,406,500	Not reported

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.

People and organizations reported in Form D filings
Name	Reported role
Kenneth A. Graham	Executive, Promoter
N/A Inverness Graham General Partner V B, L.P.	Executive
N/A Inverness Graham General Partner V, L.P.	Executive
N/A Inverness Graham Management V, L.P.	Promoter
N/A Inverness Graham V (Gp), Llc	Executive
Aliya Khaydarova	Executive, Promoter
Michael B. Morrissey	Executive, Promoter
Paul Nolen	Executive, Promoter
John H. Reilly	Executive, Promoter
Clifton F. Sykes	Executive, Promoter
Steven F. Wood	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1275 Drummers Lane Suite 300
Wayne, PA, 19087