Inverness Counsel

Asset ManagerNew York, United States
$2.6B
Assets Under Management
New York
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.

Preferred Investment Types

Private Equity

Preferred Sectors & Themes

Capital MarketsCharitable InvestmentsCommercial Property Acquisition & DevelopmentDebt ManagementDiversified Finance ConsultingEquity/Mutual FundsETFsFixed Income/Debt SecuritiesInvestment ManagementIPO StocksLegal & Tax ServicesMoney Market SecuritiesMulti-Asset InvestingOptions TradingReal AssetsRetirement PlanningSuperannuation/Pension FundsTrust Management

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Inverness Counsel?

Inverness Counsel is a asset manager based in New York, United States, managing approximately $2.6B in assets.

Where is Inverness Counsel headquartered?

Inverness Counsel is headquartered in New York, United States.

How much does Inverness Counsel manage?

Inverness Counsel manages approximately $2.6B in assets under management.

What does Inverness Counsel invest in?

Inverness Counsel focuses on Private Equity, Capital Markets, Charitable Investments, Commercial Property Acquisition & Development, Debt Management, Diversified Finance Consulting, Equity/Mutual Funds, ETFs.

How can I contact Inverness Counsel?

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