INVESCO PRIVATE CAPITAL, INC.

RIASEC RegisteredEst. 1993
Total AUM
$860M
Discretionary
$860M
100% of AUM
Avg account
$108M
Accounts
8
Employees
10
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
107584
Registered since
December 3, 1993
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

FINTRX

Overview

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

FINTRX

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: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • Joshua 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 2
  • COURTNEY POPELKA

    Managing DirectorCRD 5722920

  • TONY WONG

    Senior Managing DirectorCRD 2840184

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth