INVESCO

RIASEC RegisteredEst. 2003
Total AUM
$19.9B
Discretionary
$19.9B
100% of AUM
Avg account
$187M
Accounts
106
Employees
82
Advisory reps
9

Firm details

Headquarters
TORONTO ONTARIO,
CRD number
126572
Registered since
June 20, 2003
Custodians
CIBC WORLD MARKETS CORP., FIDUCIE DESJARDINS
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles98.68%
  • Pension & Profit Sharing Plans1.21%
  • Insurance Companies0.12%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Invesco operates as a corporation with a stated focus on real estate fund activity and institutional clients. The firm is registered with the SEC (registered in 2003) and reports an owner structure that includes foreign entities and individuals. Its advisory practice centers on portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements are percentage-of-AUM, and the firm identifies as an active ESG investor. Strategically, Invesco shows a clear preference for equities within its separately managed account (SMA) sleeve and allocates meaningfully to real estate at the pooled-fund level. The firm also holds multiple industry affiliations across brokerage, trust, insurance and sponsor roles, indicating capabilities that extend beyond pure advisory to include sponsor/GP activity for private vehicles and relationships with broker-dealers and other custodial/financial intermediaries.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Public Funds/Mutual Funds 22%, Sovereign Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%74%
  • Exchange Traded Equities74%
  • Public Funds/Mutual Funds22%
  • Sovereign Bonds1%
  • Investment Grade Corp Bonds1%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

3 of 3
  • GLENN BRIGHTMAN

    Chief Operating OfficerCRD 2745726

  • SHANE SADINSKY

    Chief Financial OfficerCRD 7345570

  • JORDAN KRUGMAN

    Chief Financial OfficerCRD 4131105

Contacts

3 of 6
  • JAMES (JIM) RUSSELL

    Senior OfficerCRD 5766335

  • SHALOMI ABRAHAM

    Senior Vice PresidentCRD 7228054

  • JACQUELINE ARCHIBALD

    Senior Vice PresidentCRD 7228049

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TORONTO ONTARIO, null

Location

TORONTO ONTARIO, null

Headquartered in TORONTO ONTARIO, null.

Address
16 York St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth