Private fund adviser · New York, NY
Invesco Private Capital, Inc.
SEC-registered investment adviser · CRD 107584 · SEC 801-45224
At a glance
Invesco Private Capital, Inc. is an SEC-registered investment adviser based in New York, New York, with $860 million in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,460th of 4,686 private fund advisers and 5,856th of 17,210 SEC-registered advisers by assets.
Main office 212-826-1100invesco.comAs filed on Form ADV
- Regulatory AUM
- $860M
- Rank among private fund advisers
- #2,460 of 4,686
- Rank among all SEC RIAs
- #5,856 of 17,210
- Rank in New York
- #1,231 of 2,591
- Clients
- 8
- Accounts
- 8
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Joshua E. LevitChief Compliance Officer
- Terry G. VacheronDirector
- Tony L. WongChairman, Director
- Scott BaskindPresident, Managing Director
- Courtney R. PopelkaChief Financial Officer
Custody and brokerage
Custodian
Invesco Private Capital, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Invesco Private Capital, Inc. is a hybrid RIA: 1 of its employees are also registered representatives of a 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 | 4 | $855M | 99% |
| Other | 3 | $5M | <1% |
| Other investment advisers | 1 | $1M | <1% |
Private funds
Invesco Private Capital, Inc. reports 4 private funds with $855M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Invesco Private Capital, Inc. answers yes to 15 disclosure items 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 pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
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 ↗
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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 2,223 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Invesco Private Capital, Inc. manage?
Invesco Private Capital, Inc. reports $860 million in regulatory assets under management across 8 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Invesco Private Capital, Inc.?
Invesco Private Capital, Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Invesco Private Capital, Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($855 million, 4 clients); other ($5 million, 3 clients); other investment advisers ($975,233, 1 clients).
Does Invesco Private Capital, Inc. manage private funds?
Yes. It reports 4 private funds with $855 million in gross assets, including private equity funds.
Does Invesco Private Capital, Inc. have any disciplinary history?
Invesco Private Capital, Inc. answers yes to 15 disclosure items 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 Private Capital, Inc.’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 (2026-03-26), 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 →