Asset manager · Hong Kong, China
Invesco Hong Kong Limited
SEC-registered investment adviser · CRD 109923 · SEC 801-47856
At a glance
Invesco Hong Kong Limited is an SEC-registered investment adviser based in Hong Kong, China, with $26.2 billion in regulatory assets under management as of its Form ADV filed September 10, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 1 individual clients. By Form ADV it is a asset manager, ranked 323rd of 3,218 asset managers and 715th of 17,210 SEC-registered advisers by assets.
Main office +85231286000invesco.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $26B
- Rank among asset managers
- #323 of 3,218
- Rank among all SEC RIAs
- #715 of 17,210
- Individual clients
- 1
- High-net-worth clients
- 0
- Accounts
- 77
- Discretionary
- 100% of AUM
- Employees
- 226
- Advisory staff
- 77
- Offices
- 1
Owners and executives on its Form ADV
- Andrew T. LoSenior Managing Director & Head of Asia Pacific
- Jeremy C. SimpsonCFO, Apac
- Siu Mei LeeHead of Finance, Greater China
- Martin P. FrancCEO Australia, Greater China and Southeast Asia
- Che Lee Ally KwanHead of Compliance, Greater China EX Taiwan
- Wong Ka ShingHead of Product, Apac
- Wai Tat Richard ChowRegional Head of Investments, Asia Pacific
- Hideki SatoPresident & CEO Japan & Korea, Regional Head of Distribution & Investment Strategy, Apac
- Calvin ChouManaging Director, Co-Cio Asia
Custody and brokerage
Custodian
- Bank Consortium Trust Company Limited$7.8B
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Invesco Capital Markets, Inc. and Invesco Distributors, Inc..
- Invesco Capital Markets, Inc. ↗CRD 6939
- Invesco Distributors, Inc. ↗CRD 7369
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 52 | $17B | 66% |
| Pooled investment vehicles | 2 | $3.9B | 15% |
| Investment companies | 3 | $2.5B | 10% |
| State or municipal government entities | 5 | $996M | 4% |
| Sovereign wealth funds and foreign official institutions | 2 | $613M | 2% |
| Insurance companies | 4 | $518M | 2% |
| Other | 2 | $184M | <1% |
| Corporations or other businesses | 3 | $133M | <1% |
| Charitable organizations | 3 | $116M | <1% |
| Individuals | 1 | $21M | <1% |
Disciplinary disclosures
Invesco Hong Kong Limited answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗invesco.com ↗
AtlasMembers
The full record on Invesco Hong Kong Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 387 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does Invesco Hong Kong Limited manage?
Invesco Hong Kong Limited reports $26.2 billion in regulatory assets under management across 77 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 10, 2026.
What kind of firm is Invesco Hong Kong Limited?
Invesco Hong Kong Limited is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Invesco Hong Kong Limited’s clients?
By assets, its largest client types are pension and profit sharing plans ($17.2 billion, 52 clients); pooled investment vehicles ($3.9 billion, 2 clients); investment companies ($2.5 billion, 3 clients).
Does Invesco Hong Kong Limited have any disciplinary history?
Invesco Hong Kong Limited answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Invesco Hong Kong Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →