SourcingSourcing

INVESCO PRIVATE CAPITAL, INC.

C46
CRD 107584·SEC 801-45224·NEW YORK, NY
AUM
$860.4M
$500M-$1B
Est. Revenue
$8.6M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$20.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESCO PRIVATE CAPITAL, INC.
CRD
107584
SEC file #
801-45224
EIN
—
DBA names
—

Economics

AUM
$860.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.79B → $860.4M▼ -52%
Client mix
Pooled Investment Vehicles4
Other3
Other Investment Advisers1

Operations

Employees (total)
10
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
17 advisors → 3 advisors▼ -82%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
invesco.com

Compliance

Disclosures (firm)
8
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INVESCO ADVISERS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
INVESCO ADVISERS, INC.
Baskind, Scott
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INVESCO.COM
Rdap Domain Creation Date
1995-01-04T05:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001128452
Edgar Registered
Yes
Edgar Filing Count
119
Edgar First Filing Date
2001-01-05
Edgar Last Filing Date
2019-12-05
Edgar 13f Count
47
Edgar 13f Latest AUM Estimate
Filing Date2019-11-14
Accession0001567619-19-021394
Edgar Former Names
INVESCO PRIVATE CAPITAL INC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Bny Mellon9
E*trade4
State Street2
Fidelity1
Edgar Addresses
Mailing
1166 AVENUE OF THE AMERICASNEW YORK, NY 10036
Business
1166 AVENUE OF THE AMERICASNEW YORK, NY 10036
Edgar Recent Filings
42019-12-05 · 0001209191-19-059275
42019-11-27 · 0000899243-19-028229
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-03T05:00:00Z
Rdap Domain Last Changed
2026-05-14T18:49:17Z
Rdap Nameservers
Ns-1336.awsdns-39.orgNs-1566.awsdns-03.co.ukNs-45.awsdns-05.comNs-740.awsdns-28.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
105360
Trust Company Affiliate
Yes

People (6)

6
INVESCO ADVISERS, INC.
Direct Owner · 87.5%
105360
Baskind, Scott
Executive Officer · 2.5%
6177301
Levit, Joshua, Evan
Executive Officer · 2.5%
6601366
POPELKA, COURTNEY, RYAN
Executive Officer · 2.5%
5722920
Vacheron, Terry, Gibson
Executive Officer · 2.5%
7311967
WONG, TONY, LIK
Executive Officer · 2.5%
2840184