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| Invesco Advisers Inc
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| CRD # | 105360 |
| SEC # | 801-33949 |
| CIK # | 0001088928, 0000020430 |
| AUM | 749.5 B (2026-06-11) |
| Employees | 2,804 (25% Investors, 22% Brokers) |
| Phone | 404-892-0896 |
| Address | 1331 Spring Street NW Atlanta, GA 30309 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 57.1 | ||
| Apple Inc | 46.8 | ||
| Microsoft Corp | 36.6 | ||
| Amazon Com Inc | 28.9 | ||
| Alphabet Inc | 25.9 | ||
| Facebook Inc | 21.8 | ||
| Broadcom Inc | 21.5 | ||
| Tesla Motors Inc | 20.4 | ||
| Alphabet Inc | 18.5 | ||
| Wal Mart Stores Inc | 18.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Invesco BCPL Badger Fund A Series of Invesco Multi Series Funds II LLC | [2024-07-31] | 253.3 M | |
| Filed 2025-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| LF | Invesco Short Duration US Government Securities Fund | [2024-01-11] | 854.6 M | 870.8 M |
| Filed 2025-05-07 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Invesco Balanced-Risk Allocation 12 Fund A Series of Invesco Multi Series Funds LLC | [2023-11-21] | 577.1 M | 262.3 M |
| Filed 2025-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | UBC Russell 3000 Index Fund A Series of Invesco Multi-Series Fund II LLC | 2022-10-07 | 2.0 B | |
| HF | Invesco Private Balanced-Risk Allocation Fund Ltd | 2022-08-24 | 476.6 M | |
| PE | Invesco Multi-Alternative Growth Fund LP | [2021-09-21] | 37.8 M | |
| Filed 2025-02-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Invesco Real Estate US Fund VI LP | [2021-08-18] | 1.8 B | 1.6 B |
| Filed 2023-01-10 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Invesco Multi-Alternative Income Fund Cayman LP | [2021-06-30] | 43.4 M | |
| Filed 2026-02-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Invesco Balanced Risk-Allocation 10 Fund A Series of Invesco Multi Series Funds LLC | [2020-06-12] | 735.0 M | 1.8 B |
| Filed 2025-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Invesco TALF 20 Opportunity Fund LP | 2020-06-12 | 40.7 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 2 | 0.0 |
| (d) Investment companies | 200 | 459.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 198 | 129.3 |
| (g) Pension and profit sharing plans | 86 | 41.9 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 30 | 29.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 23 | 11.2 |
| (l) Sovereign wealth funds and foreign official institutions | 13 | 14.2 |
| (m) Corporations or other businesses not listed above | 62 | 47.8 |
| (n) Other | 81,882 | 16.1 |
| Total | 82,498 | 749.5 |
| By Discretionary | ||
| Discretionary | 2,828 | 730.5 |
| Non-Discretionary | 79,670 | 19.0 |
| Total | 82,498 | 749.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 103.0 | |
| United States Persons | 646.5 | |
| Total | 82,498 | 749.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Annette Lege | Executive Officer | 31 | 5 | |
| Peter Davidson | Executive Officer | 24 | 5 | |
| Colin Meadows | Executive Officer | 7 | 5 | |
| Michael Johnson | Executive Officer | 105 | 4 | |
| Eric Johnson | Executive Officer | 47 | 4 | |
| Steven Paddon | Executive Officer | 8 | 4 | |
| Benjamin Gruder | Executive Officer | 4 | 4 | |
| Kevin Johnson | Executive Officer | 68 | 3 | |
| Michael Kirby | Executive Officer | 40 | 3 | |
| John McDonough | Director | 36 | 3 | |
| Leslie Schmidt | Executive Officer | 29 | 3 | |
| Robert Rigsby | Executive Officer | 27 | 3 | |
| Beth Zayicek | Executive Officer | 24 | 3 | |
| David Farmer | Executive Officer | 22 | 3 | |
| Tony Wong | Director | 19 | 3 | |
| David Pfeffer | Executive Officer | 16 | 3 | |
| R Phegley Jr | Executive Officer | 12 | 3 | |
| Philipp Hensler | Executive Officer | 11 | 3 | |
| G Armour | Director | 9 | 3 | |
| Invesco Trust Company | Promoter | 8 | 3 | |
| Terry Vacheron | Director | 7 | 3 | |
| Stephanie Sullivan | Executive Officer | 7 | 3 | |
| Gregory McGreevey | Executive Officer | 6 | 3 | |
| David Ridley | Executive Officer | 5 | 3 | |
| William Glavin | Director | 5 | 3 | |
| Gabriel Hammond | Executive Officer | 3 | 3 | |
| Tracy Green | Executive Officer | 115 | 2 | |
| Chris Devine | Executive Officer | 40 | 2 | |
| Elizabeth Nelson | Executive Officer | 39 | 2 | |
| Paul Michaels | Executive Officer | 36 | 2 | |
| Stephen Sullivan | Executive Officer | 31 | 2 | |
| Invesco Advisers Inc | Promoter | 30 | 2 | |
| R Dennis | Executive Officer | 29 | 2 | |
| Lee Phegley | Executive Officer | 29 | 2 | |
| Ronald Ragsdale | Executive Officer | 26 | 2 | |
| Peter Feinberg | Executive Officer | 25 | 2 | |
| Christine Thompson | Executive Officer | 23 | 2 | |
| Entity Invesco Realty Inc | Executive Officer | 21 | 2 | |
| Bert Crouch | Executive Officer | 20 | 2 | |
| Duncan Walker | Executive Officer | 19 | 2 | |
| Jay Hurley | Executive Officer | 17 | 2 | |
| Bill Grubbs | Executive Officer | 16 | 2 | |
| Jason Geer | Executive Officer | 15 | 2 | |
| Dan Kubiak | Executive Officer | 13 | 2 | |
| NA Invesco Advisers Inc | Promoter | 10 | 2 | |
| Sam Gillespie | Executive Officer | 10 | 2 | |
| Ron Ragsdale | Executive Officer | 10 | 2 | |
| Jennifer Foxson | Executive Officer | 9 | 2 | |
| Courtney Popelka | Executive Officer | 9 | 2 | |
| Jeffrey Sharon | Executive Officer | 8 | 2 | |
| Stephanie Holder | Executive Officer | 8 | 2 | |
| Jeff Bennett | Executive Officer | 8 | 2 | |
| Jeffrey Kupor | Executive Officer | 7 | 2 | |
| NA Invesco Global Funds GP LLC | Promoter | 7 | 2 | |
| Roderick Ellis | Director, Executive Officer | 7 | 2 | |
| Richard Dennis | Executive Officer | 6 | 2 | |
| Invesco Multi Series Funds Associates LLC | Promoter | 6 | 2 | |
| Haley Waldron | Executive Officer | 6 | 2 | |
| Entity Iri Fund IV LLC | Executive Officer | 6 | 2 | |
| Kevin Pirozzoli | Executive Officer | 5 | 2 | |
| Philip Taylor | Executive Officer | 5 | 2 | |
| Chris Cleghorn | Executive Officer | 4 | 2 | |
| Entity Iri Fund VI LLC | Executive Officer | 4 | 2 | |
| Mark Gregson | Executive Officer | 4 | 2 | |
| Rivka Altman | Executive Officer | 4 | 2 | |
| Michael Foy | Executive Officer | 4 | 2 | |
| Daniel Kubiak | Executive Officer | 4 | 2 | |
| Related Person is an Entity Invesco Realty Inc | Executive Officer | 3 | 2 | |
| Tina Carew | Executive Officer | 3 | 2 | |
| NA Invesco Multi Series Funds Associates LLC | Promoter | 3 | 2 | |
| Alison Depperschmidt | Executive Officer | 3 | 2 | |
| Hormoz Haghbin | Executive Officer | 3 | 2 | |
| Scott R | Executive Officer | 3 | 2 | |
| Jacob Borbidge | Executive Officer | 3 | 2 | |
| NA Invesco Alternative Solutions GP LLC | Director | 3 | 2 | |
| E Day | Executive Officer | 3 | 2 | |
| David Kubiak | Executive Officer | 3 | 2 | |
| Inc Invesco Advisers | Promoter | 2 | 2 | |
| Entity Iri Cmif LLC | Executive Officer | 2 | 2 | |
| Entity Iri Fund V LLC | Executive Officer | 2 | 2 | |
| R Lee Phegley Jr | Executive Officer | 2 | 2 | |
| Sheri Morris | Executive Officer | 2 | 2 | |
| David Merrell | Executive Officer | 2 | 2 | |
| Entity Invesco Strategic Opportunities III GP LLC | Executive Officer | 2 | 2 | |
| Superstate Inc | Promoter | 2 | 2 | |
| Melanie Ringold | Executive Officer | 1 | 1 | |
| Scott Wolle | Executive Officer | 1 | 1 | |
| Institutional NA Inc Invesco | Promoter | 1 | 1 | |
| Rigsby Robert | Executive Officer | 1 | 1 | |
| Entity Iri Fund IV LP | Executive Officer | 1 | 1 | |
| Loren Starr | Executive Officer | 1 | 1 | |
| Related Person is an Entity Iri Fund III LP | Executive Officer | 1 | 1 | |
| Mary Benson | Executive Officer | 1 | 1 | |
| Entity Iri Income-Gp LLC | Executive Officer | 1 | 1 | |
| Kevin Carome | Executive Officer | 1 | 1 | |
| Invesco Multi Series Funds Associates | Promoter | 1 | 1 | |
| Arthur Steinmetz | Executive Officer | 1 | 1 | |
| Peter Intraligi | Executive Officer | 1 | 1 | |
| Mixhael Foy | Executive Officer | 1 | 1 | |
| John Zerr | Executive Officer | 1 | 1 | |
| Invesco Multi Series Associates LLC | Promoter | 1 | 1 | |
| Entity Iri Income I LP | Executive Officer | 1 | 1 | |
| Veronica Castillo | Executive Officer | 1 | 1 | |
| Stephen Rimes | Executive Officer | 1 | 1 | |
| Robert Leveille | Executive Officer | 1 | 1 | |
| Karen Dunn Kelley | Executive Officer | 1 | 1 | |
| Courney Popelka | Executive Officer | 1 | 1 | |
| Gary Wendler | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000020430] | |
| 3 | [0000020430] | |
| 4 | [0000020430] | |
| SC 13G | [0000020430] | |
| 13F-NT | [0001088928] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Invesco Advisers Inc | Invesco Real Estate Income Trust Inc | [2024-11-14] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $415.7B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | O37NHJVF7S22I1ONOU83 |
| Related People Network |
|---|
| 68 people file Form D offerings alongside this firm's people, tied to 20 other firms through shared filers. |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2026-03-01 | Grant | 11,924.85 | $28.09 | 334,969 |
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2026-02-27 | Disposed to issuer | 5,778.64 | $28.09 | 162,322 |
|
Invesco Commercial Real Estate Finance Trust Inc N/A
Class E Common Stock, $0.01 par value
|
2026-02-27 | Disposed to issuer | 110,485.22 | $25.78 | 2,848,309 |
|
Invesco Commercial Real Estate Finance Trust Inc N/A
Class E Common Stock, $0.01 par value
|
2026-02-02 | Grant | 264,024.11 | $25.77 | 6,803,901 |
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2026-02-01 | Grant | 11,508.36 | $28.12 | 323,615 |
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2026-01-30 | Disposed to issuer | 5,778.64 | $28.12 | 162,495 |
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Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2026-01-02 | Grant | 10,761.24 | $28.07 | 302,068 |
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2025-12-31 | Disposed to issuer | 5,778.64 | $28.07 | 162,206 |
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2025-12-01 | Grant | 10,863.45 | $27.95 | 303,633 |
|
Invesco Commercial Real Estate Finance Trust Inc N/A
Class E Common Stock, $0.01 par value
|
2025-11-28 | Disposed to issuer | 18,002.85 | $25.72 | 463,033 |
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2025-11-28 | Disposed to issuer | 5,778.64 | $27.95 | 161,513 |
|
Invesco Commercial Real Estate Finance Trust Inc N/A
Class E Common Stock, $0.01 par value
|
2025-11-03 | Grant | 65,555.08 | $25.66 | 1,682,143 |
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2025-11-01 | Grant | 9,574.42 | $27.94 | 267,509 |
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2025-10-31 | Disposed to issuer | 5,778.64 | $27.94 | 161,455 |
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2025-10-01 | Grant | 9,303.62 | $27.98 | 260,315 |
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2025-09-30 | Disposed to issuer | 5,778.64 | $27.98 | 161,686 |
|
Invesco Commercial Real Estate Finance Trust Inc N/A
Class E Common Stock, $0.01 par value
|
2025-08-01 | Grant | 52,636 | $25.61 | 1,348,008 |
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2025-08-01 | Grant | 8,409 | $27.93 | 234,863 |
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2025-07-31 | Disposed to issuer | 5,778 | $27.93 | 161,380 |
|
Invesco Real Estate Income Trust Inc NONE
Class E Common Stock, $0.01 par value
|
2025-07-01 | Grant | 8,620 | $27.99 | 241,274 |
| showing 20 of 82 most recent transactions | |||||
| Related Firms | State | AUM |
|---|---|---|
|
Invesco Capital Management LLC
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|
IL | 941.0 B |
|
Invesco Advisers Inc
✚
|
GA | 749.5 B |
|
Invesco Asset Management Ltd
✚
|
187.6 B | |
|
Invesco Asset Management Japan Limited
✚
|
76.1 B | |
|
Invesco Senior Secured Management Inc
✚
|
NY | 29.4 B |
|
Invesco Hong Kong Limited
✚
|
26.2 B | |
|
Invesco Canada Ltd
✚
|
19.9 B | |
|
Invesco Investment Advisers LLC
✚
|
IL | 4.4 B |
|
Invesco Private Capital Inc
✚
|
NY | 860.4 M |
|
WL Ross & Co LLC
✚
|
TX | 224.6 M |
|
Invesco Global Real Estate Asia Pacific Inc
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|
GA | |
|
Invesco LLC
✚
|
IL | |
|
Invesco European RR LP
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|
NY | |
|
Invesco RR Fund LP
✚
|
NY | |
|
Invesco Asset Management India PVT Ltd
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|
||
|
Invesco Asset Management Deutschland GmbH
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|
2M |
| Comparable Firms | State | AUM |
|---|---|---|
|
UBS Asset Management Americas LLC
✚
|
NY | 588.2 B |
|
MetLife Investment Management LLC
✚
|
NJ | 563.8 B |
|
JP Morgan Private Investments Inc
✚
|
NY | 470.0 B |
|
FIAM LLC
✚
|
RI | 347.7 B |
|
Guggenheim Partners Investment Management LLC
✚
|
NY | 240.7 B |
|
DWS Investment Management Americas Inc
✚
|
NY | 199.7 B |
|
Oaktree Capital Management LP
✚
|
CA | 183.3 B |
|
General Atlantic Service Company LP
✚
|
NY | 125.3 B |
|
Brown Advisory LLC
✚
|
MD | 124.3 B |
|
Iconiq Capital LLC
✚
|
CA | 117.5 B |