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Inverness Counsel

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Founded in 1967, Inverness Counsel is a privately owned investment counsel firm registered with the SEC and headquartered in New York City.

As investment counselors, we provide continuous advice to each of our clients to meet both short-term and long-term goals, recognizing that every client has different circumstances and expectations.

In addition to working with high-net-worth individuals, families, and trusts, Inverness Counsel has served pension funds, endowments, and foundations for the past 50 years.

Our Investment Committee combines diverse backgrounds and skill sets, and some members have worked together and with the same clients for more than 20 years.

As of March 31, 2019, our investment team actively manages $3.2 billion in client assets.
Industry Role:
InvestorAllocator
Investor Type:
RIAWealthAdvisor
Investment Interests:
HedgeFund
PrivateEquity
Office Locations
# Location Address
1. New York, NY, US 845 Third Ave, New York, NY 10022, USA
Executives and Employees
# Contact Info Location
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