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INVESCO ASSET MANAGEMENT LTD.
CRD 109985File 801-50197
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$187.60B
Top 10% of cohort (national)
Discretionary AUM
$187.60B
Clients
206
211 accounts
Employees
930
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Oct 5, 1995
- Principal office
- PERPETUAL PARK, PERPETUAL PARK DRIVE, HENLEY-ON-THAMES, RG9 1HH
- Phone
- +441491417000
- Website
- HTTP://WWW.INVESCO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $187.60B
- Discretionary AUM
- $187.60B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 211
- Non-discretionary accounts
- 0
- Total accounts
- 211
- AUM per client
- $910.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $533K |
| Insurance companies | Fewer than 5 | $2.03B |
| Investment companies | 24 | $5.22B |
| Other investment advisers | 19 | $12.99B |
| Pooled investment vehicles | 128 | $148.46B |
| Banking or thrift institutions | Fewer than 5 | $13.4M |
| Pension and profit sharing plans | 23 | $7.40B |
| State or municipal government entities | 12 | $11.48B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 959 | 930 | decreased by29 |
| Apr 1, 2026 | Clients | 223 | 206 | decreased by17 |
| Apr 1, 2026 | AUM | $111,408,151,908 | $187,595,135,172 | increased by$76,186,983,264 |
| Apr 1, 2026 | Accounts | 223 | 211 | decreased by12 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 978 | 959 | decreased by19 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 557 | 223 | decreased by334 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $145,034,464,578 | $111,408,151,908 | decreased by$33,626,312,670 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 557 | 223 | decreased by334 |
| Apr 1, 2022 | Employees | 1,002 | 978 | decreased by24 |
| Apr 1, 2022 | Clients | 576 | 557 | decreased by19 |
| Apr 1, 2022 | AUM | $131,289,546,161 | $145,034,464,578 | increased by$13,744,918,417 |
| Apr 1, 2022 | Accounts | 576 | 557 | decreased by19 |
| 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 ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESCO ASSET” 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.