Invesco Advisers, Inc.

RIASEC RegisteredEst. 1988

Total AUM

$750B

Discretionary

$731B

97% of AUM

Avg account

$9.1M

Accounts

82,498

Employees

2,804

Advisory reps

202

Firm details

Headquarters: Atlanta, Georgia
CRD number: 105360
Registered since: December 30, 1988
Website: www.invesco.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., AMALGAMATED TRUST AND SAVINGS BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies61.28%
Pooled Investment Vehicles17.26%
Corporations / Businesses6.37%
Pension & Profit Sharing Plans5.59%
State / Municipal Government3.96%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Invesco Advisers, Inc. is a corporate investment manager registered with the SEC since 1988 that operates across multiple product lines, including hedge funds, real estate funds and other pooled vehicles. The firm serves primarily institutional clients and provides portfolio management for individuals, small businesses, investment companies, pooled vehicles and other institutions. Its business activities include acting as a CPO/CTA and sponsoring pooled investment vehicles; it also maintains affiliations with broker-dealers and trust companies. Compensation comes through percentage-of-AUM fees and performance-based fees. The firm identifies as an active ESG investor and manages a broad mix of open- and closed-end funds alongside separately managed accounts.