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Asset Manager • New York, United States

Inverness Counsel

Inverness Counsel is a asset manager based in New York, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$2.6B
Assets Under Mgmt
Asset Manager
Investor Type
New York, United States
Headquarters
About

Inverness Counsel

At Inverness, our first step to crafting a personalized investment solution is gaining insight into what matters most to you. We meet with you, and your family as well as your lawyers, accountants, and other trusted advisors to help us better understand the broader sense of what is important to you now, and what may be important to you decades from now.

Investment Focus

What Inverness Counsel Invests In

Investment types: Private Equity

Sectors & themes: Capital Markets, Charitable Investments, Commercial Property Acquisition & Development, Debt Management, Diversified Finance Consulting, Equity/Mutual Funds, ETFs, Fixed Income/Debt Securities, Investment Management, IPO Stocks, Legal & Tax Services, Money Market Securities, Multi-Asset Investing, Options Trading, Real Assets, Retirement Planning, Superannuation/Pension Funds, Trust Management, Wealth & Estate Planning, Alternative Investments, Finance, Financial Services, High-Level Sectors, Non-Profit, Real Estate, Real Estate Investment & Development, Traditional Investments (Liquid Assets)

Preferred geographies: United States

Location: 845 Third Avenue, 8Th Floor\nNew York\nNew York\n10022\nUnited States

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.