Asset manager · Luxembourg, Luxembourg
Invesco Management S.A.
SEC-registered investment adviser · CRD 143238 · SEC 801-67712
At a glance
Invesco Management S.A. is an SEC-registered investment adviser based in Luxembourg, Luxembourg, with $48.7 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a asset manager, ranked 210th of 3,218 asset managers and 440th of 17,210 SEC-registered advisers by assets.
Main office 322-641-0170invesco.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $49B
- Rank among asset managers
- #210 of 3,218
- Rank among all SEC RIAs
- #440 of 17,210
- Clients
- 95
- Accounts
- 95
- Discretionary
- 100% of AUM
- Employees
- 357
- Advisory staff
- 90
- Offices
- 3
Owners and executives on its Form ADV
- Paul DumitrescuChief Compliance Officer
- Richard G. UnderwoodInvestment Director Emea
- Adrian J. MulryanCEO Iiml & Regional Offices Engagement Lead
- Timothy J. CaverlyNon-Executive Director
- Billyana K. KunchevaNon-Executive Director
- Marion C. GeniauxManaging Director, Private Markets
- ESA KalliopuskaChairman,coo
Custody and brokerage
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 |
|---|---|---|---|
| Pooled investment vehicles | 33 | $16B | 33% |
| Corporations or other businesses | 34 | $15B | 32% |
| Pension and profit sharing plans | 25 | $12B | 26% |
| Investment companies | 3 | $5.1B | 10% |
Private funds
Invesco Management S.A. reports 1 private funds with $3.2B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Invesco Management S.A. 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 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 Management S.A.
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 306 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 6Locked
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Background
Questions
How much does Invesco Management S.A. manage?
Invesco Management S.A. reports $48.7 billion in regulatory assets under management across 95 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Invesco Management S.A.?
Invesco Management S.A. 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 Management S.A.’s clients?
By assets, its largest client types are pooled investment vehicles ($15.8 billion, 33 clients); corporations or other businesses ($15.4 billion, 34 clients); pension and profit sharing plans ($12.4 billion, 25 clients).
Does Invesco Management S.A. manage private funds?
Yes. It reports 1 private funds with $3.2 billion in gross assets, including hedge funds.
Does Invesco Management S.A. have any disciplinary history?
Invesco Management S.A. 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 Management S.A.’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 (2026-03-31), 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 →