AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $14.6 |
Non-Discretionary | $0.0 |
Total | $14.6 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $14.6 |
Institutional | $0.0 |
Total | $14.6 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
INVESCO ADVISERS, INC. | $746.3 | 105360 | |
INVESCO CAPITAL MANAGEMENT LLC | $545.5 | 125601 | |
INVESCO ASSET MANAGEMENT LTD. | $107.4 | 109985 | |
INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | $56.5 | 107155 | |
INVESCO SENIOR SECURED MANAGEMENT, INC. | $31.1 | 107590 | |
INVESCO ASSET MANAGEMENT DEUTSCHLAND GMBH | $28.7 | 143238 | |
INVESCO HONG KONG LIMITED | $26.0 | 109923 | |
INVESCO CANADA LTD. | $18.2 | 126572 | |
INVESCO MANAGED ACCOUNTS, LLC | $17.5 | 154461 | |
INVESCO REAL ESTATE MANAGEMENT S.À R.L. | $15.2 | 286069 | |
INVESCO ASSET MANAGEMENT (INDIA) PVT. LTD. | $10.3 | 285620 | |
INVESCO INVESTMENT ADVISERS LLC | $5.1 | 104885 | |
WL ROSS & CO. LLC | $1.3 | 141854 | |
INVESCO PRIVATE CAPITAL, INC. | $0.8 | 107584 | |
OPPENHEIMERFUNDS INC | $0.2 | 104983 | |
INTELLIFLO ADVISERS, INC. | $0.1 | 151692 | |
INVESCO MANAGEMENT S.A. | $0.0 | - | |
INVESCO INVESTMENT MANAGEMENT LTD | $0.0 | - | |
INVESCO CAPITAL MARKETS, INC. | $0.0 | broker-dealer | 6939 |
INVESCO PENSIONS LTD | $0.0 | - | |
INVESCO TRUST COMPANY | $0.0 | trust company | - |
IRE (CAYMAN) LIMITED | $0.0 | 162075 | |
INVESCO DISTRIBUTORS, INC. | $0.0 | broker-dealer | 7369 |
INVESCO SPECIALIZED PRODUCTS, LLC | $0.0 | - | |
INVESCO FUND MANAGERS LTD | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $14.6 | $0.0 | 0% | 91 | 0 | 0% |
2024-04-02 | $14.6 | $0.0 | 0% | 91 | 0 | 0% |
2023-04-04 | $10.8 | $3.8 | 35% | 85 | 6 | 7% |
2022-04-01 | $8.5 | $6.1 | 72% | 75 | 16 | 21% |
2021-04-05 | $5.9 | $8.8 | 150% | 67 | 24 | 36% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, CO-08/17/2020, IL-08/17/2020, NY-08/17/2020 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV