INVESCO PRIVATE CAPITAL, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 107584
- Registered since
- December 3, 1993
- Website
- www.invesco.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.35%
- Other0.54%
- Other Investment Advisers0.11%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Invesco Private Capital, Inc. is a corporate adviser that primarily manages pooled private investment vehicles for institutional clients. The firm's activity centers on sponsoring and running private equity vehicles, with a clear emphasis on manager selection and portfolio management for funds and institutional balance sheets. It operates as a commodity pool operator/commodity trading adviser (CPO/CTA) and maintains relationships across multiple industry roles — including broker-dealer, trust company, insurance company, and sponsor or general partner of pooled investment vehicles — which informs how it sources deals, co-investments and sub-advisory arrangements. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees, reflecting a traditional private fund economics structure. It identifies as an active ESG investor, which suggests ESG considerations are integrated into manager selection, due diligence and ongoing monitoring of its fund portfolios. Given its advisory activities (portfolio management for pooled vehicles and for businesses/institutions, plus selection of other advisers), the firm functions both as a principal manager of funds and as an allocator/oversight manager that brings in external sub-advisers where appropriate.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
3 of 3Joshua Levit
Chief Compliance OfficerCRD 6601366
SCOTT BASKIND
Head of Global Private Credit, Chief Investment OfficerCRD 6177301
Terry Vacheron
Chief Financial OfficerCRD 7311967
Contacts
2 of 2COURTNEY POPELKA
Managing DirectorCRD 5722920
TONY WONG
Senior Managing DirectorCRD 2840184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 225 Liberty St
- Time zone
- ET (UTC-5)
- Office locations
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