{
  "crd_number": 109985,
  "slug": "invesco-asset-management-ltd-henley-on-thames-109985",
  "primary_business_name": "INVESCO ASSET MANAGEMENT LTD.",
  "legal_name": "INVESCO ASSET MANAGEMENT LTD.",
  "dbas": [],
  "city": "Henley-On-Thames",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1995-10-05",
  "years_registered": 30,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 187595135172.0,
  "raum_discretionary": 187595135172.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 930,
  "advisory_employees": 228,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 13446483.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 11482527707.0,
      "count": 12
    },
    "insurance_companies": {
      "raum": 2027224788.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 5217220644.0,
      "count": 24
    },
    "pension_profit_sharing": {
      "raum": 7400095744.0,
      "count": 23
    },
    "other_investment_advisers": {
      "raum": 12992813823.0,
      "count": 19
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 148461272840.0,
      "count": 128
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 533143.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [],
  "websites": [
    "https://invesco.com",
    "https://invesco.com/uk",
    "https://linkedin.com/company/invesco-ltd",
    "https://x.com/InvescoEMEA",
    "https://x.com/InvescoInsights"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109985",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "HENLEY-ON-THAMES",
  "url": "https://advisorcensus.com/firm/invesco-asset-management-ltd-henley-on-thames-109985",
  "display_name": "Invesco Asset Management Ltd.",
  "summary": "Invesco Asset Management Ltd. is an SEC-registered investment advisory firm in Henley-On-Thames, United Kingdom, registered since 1995, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Invesco Asset Management Ltd. (CRD 109985): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Invesco Asset Management Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Invesco Asset Management Ltd. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Invesco Asset Management Ltd. located?",
      "a": "Invesco Asset Management Ltd.'s principal office is in Henley-On-Thames, United Kingdom, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Invesco Asset Management Ltd. registered with the SEC or a state?",
      "a": "Invesco Asset Management Ltd. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 109985."
    },
    {
      "q": "How much does Invesco Asset Management Ltd. manage?",
      "a": "Invesco Asset Management Ltd. reports $187,595,135,172 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Invesco Asset Management Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Invesco Asset Management Ltd.: Regulatory assets under management: $131,289,546,161 in the October 2021 data and $187,595,135,172 in the October 2026 data, up 43%. Total employees: 1,002 in October 2021 and 930 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Invesco Asset Management Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (128); investment companies (24); pension and profit sharing plans (but not the plan participants or government pension plans) (23)."
    },
    {
      "q": "Which custodians does Invesco Asset Management Ltd. use?",
      "a": "Invesco Asset Management Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Mellon, HSBC Bank PLC, JPMorgan Chase Bank, N.A., Northern Trust Company and State Street as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Invesco Asset Management Ltd. report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109985"
    },
    {
      "q": "What changed in Invesco Asset Management Ltd.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 197 to 228. Regulatory assets under management went from $111,408,151,908 to $187,595,135,172 (+68%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 131289546161.0,
      "total_employees": 1002,
      "filing_date": "2021-06-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 145034464578.0,
      "total_employees": 978,
      "filing_date": "2022-09-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 155202042015.0,
      "total_employees": 1115,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 107444647642.0,
      "total_employees": 964,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 111408151908.0,
      "total_employees": 959,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 187595135172.0,
      "total_employees": 930,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 197 to 228.",
        "Regulatory assets under management went from $111,408,151,908 to $187,595,135,172 (+68%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank of New York Mellon",
      "name_as_filed": "BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "HSBC Bank PLC",
      "name_as_filed": "HSBC BANK PLC",
      "affiliated": false
    },
    {
      "name": "JPMorgan Chase Bank, N.A.",
      "name_as_filed": "JPMORGAN CHASE BANK, N.A.",
      "affiliated": false
    },
    {
      "name": "Northern Trust Company",
      "name_as_filed": "NORTHERN TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "State Street",
      "name_as_filed": "STATE STREET",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/invesco-asset-management-ltd-henley-on-thames-109985.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 13446483.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 24,
      "fewer_than_5": false,
      "raum": 5217220644.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 128,
      "fewer_than_5": false,
      "raum": 148461272840.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 7400095744.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 11482527707.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 19,
      "fewer_than_5": false,
      "raum": 12992813823.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 2027224788.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 533143.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109985",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}