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 an LLC and operating since 2003. The firm serves institutional clients and provides portfolio management across several structures, including investment companies, pooled vehicles and other institutional/business portfolios. It also operates as a commodity pool operator/commodity trading adviser (CPO/CTA) and is affiliated with a range of financial industry entities such as broker-dealers, trust companies and insurance companies, and it sponsors and manages pooled investment vehicles. The firm reports being an active ESG investor and charges fees partly as a percentage of assets under management.