INVESCO ADVISERS, INC.
Company Profile
| As of Date | 03/31/2026 |
| ADV Location | United States, GA |
| AUM* | 2,132,537,863,296 33% |
| of that, discretionary | 2,111,343,200,613 55% |
| Number of Employees | 5,060 2% |
| of those in investment advisory functions | 1,367 -6% |
| Private Fund GAV* | 102,618,949,823 -1% |
| Avg Account Size | 20,849,387 -26% |
| High Net Worth | 0.05% -96% |
| SMA’s | Yes |
| Private Funds | 153 24 |
Adviser Type
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Disclosure Reporting
| 11.C(1) | SEC/CFTC found false statement |
| 11.C(2) | SEC/CFTC found violation |
| 11.C(4) | SEC/CFTC order in investment-related activity |
| 11.C(5) | SEC/CFTC civil penalty / cease and desist |
| 11.D(1) | Other regulator found dishonest/unethical |
| 11.D(2) | Other regulator found violation |
| 11.D(4) | Other regulator order (past 10 yrs) |
| 11.G | Currently subject to regulatory proceeding |
| 11.H(1)(c) | Court dismissed pursuant to settlement |
Recent News
Reported AUM
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name KPMG | Filing Date11/24/2025 | Form ADV-E View Report |
| Accounting Firm Name KPMG | Filing Date09/27/2024 | Form ADV-E View Report |
| Accounting Firm Name KPMG | Filing Date10/27/2023 | Form ADV-E View Report |
Private Funds Structure
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|---|---|---|
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