INVESCO
Firm details
- Headquarters
- TORONTO ONTARIO,
- CRD number
- 126572
- Registered since
- June 20, 2003
- Website
- www.invesco.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds22%
- Sovereign Bonds1%
- Investment Grade Corp Bonds1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
3 of 3GLENN BRIGHTMAN
Chief Operating OfficerCRD 2745726
SHANE SADINSKY
Chief Financial OfficerCRD 7345570
JORDAN KRUGMAN
Chief Financial OfficerCRD 4131105
Contacts
3 of 6JAMES (JIM) RUSSELL
Senior OfficerCRD 5766335
SHALOMI ABRAHAM
Senior Vice PresidentCRD 7228054
JACQUELINE ARCHIBALD
Senior Vice PresidentCRD 7228049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TORONTO ONTARIO, null
Location
TORONTO ONTARIO, null
Headquartered in TORONTO ONTARIO, null.
- Address
- 16 York St
- Office locations
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