SourcingSourcing

INVESCO CAPITAL MANAGEMENT LLC

C22
CRD 125601·SEC 801-61851·DOWNERS GROVE, IL
AUM
$941.02B
$1B+
Est. Revenue
$9.41B
@ 1% on AUM
Est. EBITDA
$2.82B
@ 30% margin
Est. Deal Value
$22.58B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESCO CAPITAL MANAGEMENT LLC
CRD
125601
SEC file #
801-61851
EIN
421186944
DBA names
—

Economics

AUM
$941.02B
AUM band
$1B+
AUM trajectory
'20'26
$174.12B → $941.02B▲ +440%
Client mix
Investment Companies228
Pooled Investment Vehicles180
Corporations28
Pension Profit Sharing Plans7
Insurance Companies1

Operations

Employees (total)
222
Advisory staff (per ADV)
39
Advisory staff (5-yr trend)
'20'26
19 advisors → 39 advisors▲ +105%
Primary office
DOWNERS GROVE IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INVESCO GROUP SERVICES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
INVESCO GROUP SERVICES, INC.
GREGSON, MARK, WILLIAM
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
11
Form 5500 Total Compensation
3,633,500
Form 5500 Compensation Trajectory 3y
20253,261,445
2026372,055
Form 5500 Plan Count Trajectory 3y
202510
20261
Schedule C Total Compensation
3,633,500
Schedule C Service Provider Rows
11

SEC EDGAR

Edgar Cik
0001309148
Edgar Registered
Yes
Edgar Filing Count
97
Edgar First Filing Date
2005-02-09
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
87
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0001309148-26-000011
Edgar Former Names
Hillstrust

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
E*trade4
Fidelity3
State Street2
Pershing1
Bny Mellon1
Edgar Addresses
Mailing
590 WEST FOREVERGREEN ROADNORTH LIBERTY, IA 52317
Business
590 WEST FOREVERGREEN ROADNORTH LIBERTY, IA 52317
Edgar EIN
421186944
Edgar Recent Filings
13F-HR2026-05-01 · 0001309148-26-000011
SCHEDULE 13G/A2026-03-13 · 0001309148-26-000009
Fee Schedule
Bracket I99
Bracket Xi1
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (7)

7
MARK WILLIAM GREGSON
Executive Officer · 2.5%
2630230
Brian Christopher Hartigan
Executive Officer · 2.5%
4227272
HENKEL, ADAM
Executive Officer · 2.5%
6287640
JORDAN ANDREW KRUGMAN
Executive Officer · 2.5%
4131105
RINGOLD, MELANIE
Executive Officer · 2.5%
4765022
Vacheron, Terry, Gibson
Executive Officer · 2.5%
7311967
ZIMDARS, MELANIE, HULETT
Executive Officer · 2.5%
2988973