Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-62166
FINRA CRD number
126572
AUM ?
$25.31 bn
(as of 30 Mar 22)
Accounts
139
(as of 30 Mar 22)
Employees
105
(10 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M. - 6:00 P.M. EASTERN STANDARD TIME
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kingston, James (Jamie), Douglas | Head of Product Management, Efts & Alternatives | 01/2011 | < 5% |
Invesco Holding Company Limited (Uk) | Sole Shareholder Holding All the Issued Common Shares | 01/2009 | > 75% |
Invesco LTD. | Sole Shareholder Holding All the Issued Ordinary Shares | 12/2007 | > 75% |
Russell, James (Jim), Charles | Director, Transfer Agency | 01/2011 | < 5% |
Peck, Michael, H | Senior Vice President, Institutional Investments | 07/2015 | < 5% |
Mackay, Jason, Christopher | Head of Wealth Management Intermediaries, Canada | 04/2018 | < 5% |
Invesco, Inc. | Sole Shareholder Holding All the Issued Common Shares | 11/2017 | > 75% |
Zerr, John, Mark | Director, Chairman, Chief Executive Officer and President | 03/2019 | < 5% |
Russell, James (Jim), Charles | Director | 06/2019 | < 5% |
Mackay, Jason, Christopher | Director | 06/2019 | < 5% |
Archibald, Jacqueline, (Kate) | SVP, Head of Compliance, Canada | 02/2020 | < 5% |
Abraham, Shalomi | SVP, Head of Legal - Canada | 08/2019 | < 5% |
Abraham, Shalomi | Secretary | 01/2019 | < 5% |
Archibald, Jacqueline, (Kate) | Chief Compliance Officer | 02/2020 | < 5% |
Sadinsky, Shane, Ezra | Chief Financial Officer, Funds | 02/2021 | < 5% |
Krugman, Jordan, Andrew | Director | 02/2021 | < 5% |
Krugman, Jordan, Andrew | Chief Financial Office | 06/2021 | < 5% |
Chiefalo, Pasquale (Pat) | Senior Vice President, Head of Etfs & Indexed Strategies | 04/2021 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Invesco | $25.31 bn | |
Invesco Global Direct Real Estate Fund | $820.69 mm | Real Estate Fund |
Invesco Global Direct Real Estate Feeder Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
14 May 24
13F-NT
Notice of holdings reported by another manager
12 Feb 24
13F-NT
Notice of holdings reported by another manager
13 Nov 23
13F-NT
Notice of holdings reported by another manager
11 Aug 23
13F-NT
Notice of holdings reported by another manager
12 May 23
13F-NT
Notice of holdings reported by another manager
13 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
15 Aug 22
13F-NT
Notice of holdings reported by another manager
16 May 22
13F-NT
Notice of holdings reported by another manager
14 Feb 22