← Directory
INVESCO PRIVATE CAPITAL, INC.
CRD 107584File 801-45224
APPROVED
Custody
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$860.4M
Above cohort median (national)
Discretionary AUM
$860.4M
Clients
5
8 accounts
Employees
10
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 3, 1993
- Principal office
- 225 LIBERTY STREET, NEW YORK, NY, 10281
- Phone
- 212-826-1100
- Website
- HTTP://WWW.INVESCO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $860.4M
- Discretionary AUM
- $860.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $172.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $975K |
| Pooled investment vehicles | 4 | $854.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11G
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11H1C
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 8 | 5 | decreased by3 |
| Apr 1, 2026 | Employees | 15 | 10 | decreased by5 |
| Apr 1, 2026 | AUM | $822,923,925 | $860,423,023 | increased by$37,499,098 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 29 | 15 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 25 | 8 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,172,981,687 | $822,923,925 | decreased by$1,350,057,762 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 25 | 8 | decreased by17 |
| Apr 1, 2022 | Clients | 34 | 25 | decreased by9 |
| Apr 1, 2022 | AUM | $1,495,072,426 | $2,172,981,687 | increased by$677,909,261 |
| Apr 1, 2022 | Accounts | 34 | 25 | decreased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVESCO PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESCO PRIVATE” 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.