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INVESCO INVESTMENT ADVISERS LLC

CRD 104885File 801-1669
APPROVED
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.37B
Top 25% of cohort (national)
Discretionary AUM
$4.37B
Clients
1,116
1,116 accounts
Employees
27
Top 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Apr 6, 1958
Principal office
3500 LACEY ROAD, SUITE 700, DOWNERS GROVE, IL, 60515
Phone
713-214-1919

Assets & accounts

ADV Item 5F
Total regulatory AUM
$4.37B
Discretionary AUM
$4.37B
Non-discretionary AUM
$0
Discretionary accounts
1,116
Non-discretionary accounts
0
Total accounts
1,116
AUM per client
$3.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$0
Non-U.S. personsFewer than 5$0
Insurance companiesFewer than 5$0
Investment companies1,116$4.37B
Charitable organizationsFewer than 5$0
Other investment advisersFewer than 5$0
High net worth individualsFewer than 5$0
Banking or thrift institutionsFewer than 5$0
Pension and profit sharing plansFewer than 5$0
State or municipal government entitiesFewer than 5$0
Individuals (other than high net worth individuals)Fewer than 5$0

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for investment companies

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11D1
  • Q11D2
  • Q11D4

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees2827decreased by1
Apr 1, 2026Clients1,2271,116decreased by111
Apr 1, 2026AUM$4,631,422,173$4,371,095,439decreased by$260,326,734
Apr 1, 2026Accounts1,2271,116decreased by111
May 1, 2025
vs Oct 1, 2022
Employees2628increased by2
May 1, 2025
vs Oct 1, 2022
Clients1,4421,227decreased by215
May 1, 2025
vs Oct 1, 2022
AUM$7,578,695,586$4,631,422,173decreased by$2,947,273,413
May 1, 2025
vs Oct 1, 2022
Accounts1,4421,227decreased by215
Apr 1, 2022Employees2726decreased by1
Apr 1, 2022Clients1,5731,442decreased by131
Apr 1, 2022AUM$8,074,250,801$7,578,695,586decreased by$495,555,215
Apr 1, 2022Accounts1,5731,442decreased by131
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “INVESCO INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESCO INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.