Invesco Capital Management LLC

RIASEC RegisteredEst. 2003

Total AUM

$941B

Discretionary

$939B

100% of AUM

Avg account

$2.1B

Accounts

444

Employees

222

Advisory reps

Firm details

Headquarters: Downers Grove, Illinois
CRD number: 125601
Registered since: March 7, 2003
Website: www.invesco.com
Custodians: AMALGAMATED BANK, PNC BANK, N.A. PITTSBURG PA, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Other
Client types: Investment Companies85.48%
Pooled Investment Vehicles10.32%
Corporations / Businesses3.75%
Pension & Profit Sharing Plans0.43%
Insurance Companies0.01%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Invesco Capital Management LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC since 2003. The firm’s client base is institutional, and it provides portfolio management across structures including investment companies, pooled vehicles and institutional balance sheets. It reports activity as a CPO/CTA and maintains multiple industry affiliations that include broker-dealer, trust company and insurance company relationships, as well as roles as sponsor or general partner of pooled investment vehicles. The firm identifies as an active ESG investor and charges fees based on a percentage of AUM alongside other fee arrangements.