DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Invesco Management S.A.
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2012 · 27 filings
SEC status approved since Mar 23, 2007
RAUM
$49B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
357
90 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
1
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$49B as of Mar 31, 2026
Mar 30, 2012$7.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20120 then
Employees (5.A)357 as of Mar 31, 2026
Mar 27, 2013100 then
Private funds1 as of Mar 31, 2026
Aug 30, 20251 then
RAUM +57% over the last fiscal year+27% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $513MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 26%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +57%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $28.5M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$16B33%
- Corporations and businesses$15B32%
- Pension and profit-sharing plans$12B26%
- Investment companies$5.1B10%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 25reported
- Charitable clients
- n/areported
- Accounts
- 95reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $28.5M for 1 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.43 institutional_share=0.26 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Paul Dumitrescu · Director, Ccocontrolsince 03/2021 · owns less than 5%
- Bernhard Langer · Directorcontrolsince 12/2000 · owns less than 5%
- Leif Baumann · Head Of Legal - Germanysince 03/2021 · owns less than 5%
Entity owners
- Invesco International Holdings Limited · Parent Companydirect · owns 75% or more
- Invesco Ltd · Ultimate Parent Companyindirect · owns 75% or more of Invesco Uk Limited · public reporting company
- Invesco Uk Limited · Sole Shareholderindirect · owns 75% or more of Invesco International Holdings Limited
Related persons
Schedule D 7.A
- Harbourview Asset Management Corporationinvestment adviserbankpooled vehicle sponsornRAUM $386M
- Redblack Advisers, Inc.investment advisernRAUM $824M
- Invesco Advisers, Inc.investment adviserbanknRAUM $750B
- Invesco Asset Management (India) Pvt. Ltd.investment advisernRAUM $10B
- Invesco Asset Management (Japan) Limitedinvestment advisernRAUM $76B
- Invesco Asset Management Ltd.investment advisernRAUM $188B
- Invescoinvestment adviserbankpooled vehicle sponsornRAUM $20B
- Invesco Capital Management LLCinvestment adviserbankpooled vehicle sponsornRAUM $941B
- Invesco Capital Markets, Inc.broker-dealern
- Invesco Clo Equity Fund 3 L.P.investment adviserpooled vehicle sponsorn
- Invesco Clo Equity Fund IV L.P.investment adviserpooled vehicle sponsorn
- Invesco Distributors, Inc.broker-dealern
- Invesco European Rr L.Pinvestment advisernRAUM $1.4B
- Invesco Fund Managers Ltdpooled vehicle sponsorn
- Invesco Hong Kong Limitedinvestment advisernRAUM $26B
- Invesco Investment Advisers LLCinvestment advisernRAUM $4.4B
- Invesco Investment Management Ltdpooled vehicle sponsorn
- Invesco Loan Manager, LLCinvestment adviserpooled vehicle sponsornRAUM $18B
- Invesco Managed Accounts, LLCinvestment advisernRAUM $31B
- Invesco Management S.A.pooled vehicle sponsorn
- Invesco Pensions Ltdreal estaten
- Invesco Private Capital, Inc.investment adviserbankpooled vehicle sponsornRAUM $860M
- Invesco Real Estate Management S.à R.L.investment advisernRAUM $13B
- Invesco Rr Fund L.Pinvestment adviserpooled vehicle sponsornRAUM $3.6B
- Invesco Senior Secured Management, Inc.investment adviserbankpooled vehicle sponsornRAUM $29B
- Invesco Specialized Products, LLCpooled vehicle sponsorn
- Invesco Trust Companyn
- Ire (Cayman) Limitedinvestment adviserpooled vehicle sponsorn
- Oppenheimerfunds Incinvestment adviserpooled vehicle sponsornRAUM $827,684
- Wl Ross & Co. LLCinvestment adviserbankpooled vehicle sponsornRAUM $225M
Advisers that list Invesco Management S.A. as a related person
Offices
Schedule D 1.F, the 25 largest
- Munich, Germany8 employees
- Vienna, Austria
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- employee count surgeChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 185.0 to 357.0 (+93.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +3.0% (111 comparable advisers, 99.0th percentile of changes)peers: other advisers, $20B and over (111) · 99% percentile
- institutional asset share shiftChange between filings · filing Mar 31, 2026institutional share of RAUM moved from 83.0% to 57.0% between the annual amendments of 2025-03-28 and 2026-03-31peers: other advisers, $20B and over (120)
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $30,965,720,710 to $48,691,778,628 (+57.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +11.0% (113 comparable advisers, 95.0th percentile of changes)peers: other advisers, $20B and over (113) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 100 to 95Jan 22, 2026 to Mar 31, 2026
- Advisory employees · 33 to 90Jan 22, 2026 to Mar 31, 2026
- Corporate clients · 56 to 34Jan 22, 2026 to Mar 31, 2026
- Pension plan clients · 8 to 25Jan 22, 2026 to Mar 31, 2026
- Assets in custody · $29.0M to $28.5MJan 22, 2026 to Mar 31, 2026
- Employees · 322 to 357Jan 22, 2026 to Mar 31, 2026
- Discretionary RAUM · $43B to $49BJan 22, 2026 to Mar 31, 2026
- Pension RAUM · $3.3B to $12BJan 22, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $13B to $16BJan 22, 2026 to Mar 31, 2026
- RAUM · $43B to $49BJan 22, 2026 to Mar 31, 2026
- Succession · true to falseAug 30, 2025 to Jan 22, 2026
- Accounts · 91 to 100Mar 28, 2025 to Aug 30, 2025
- Advisory employees · 29 to 33Mar 28, 2025 to Aug 30, 2025
- Business name · INVESCO ASSET MANAGEMENT DEUTSCHLAND GMBH to INVESCO MANAGEMENT S.A.Mar 28, 2025 to Aug 30, 2025
- Corporate clients · 64 to 56Mar 28, 2025 to Aug 30, 2025
- Pension plan clients · 7 to 8Mar 28, 2025 to Aug 30, 2025
- Pooled vehicle clients · 19 to 33Mar 28, 2025 to Aug 30, 2025
- Assets in custody · unset to 29010680.0Mar 28, 2025 to Aug 30, 2025
- Custody of client assets · false to trueMar 28, 2025 to Aug 30, 2025
- Employees · 185 to 322Mar 28, 2025 to Aug 30, 2025
- Financial planning clients · 0 to 0Mar 28, 2025 to Aug 30, 2025
- HQ city · FRANKFURT to LUXEMBOURGMar 28, 2025 to Aug 30, 2025
- Legal name · INVESCO ASSET MANAGEMENT DEUTSCHLAND GMBH to INVESCO MANAGEMENT S.A.Mar 28, 2025 to Aug 30, 2025
- Organization form · Limited Liability Company to CorporationMar 28, 2025 to Aug 30, 2025
- Private funds · unset to 1Mar 28, 2025 to Aug 30, 2025
- Discretionary RAUM · $31B to $43BMar 28, 2025 to Aug 30, 2025
- Pension RAUM · $2.2B to $3.3BMar 28, 2025 to Aug 30, 2025
- Pooled vehicle RAUM · $5.2B to $13BMar 28, 2025 to Aug 30, 2025
- RAUM · $31B to $43BMar 28, 2025 to Aug 30, 2025
- Succession · false to trueMar 28, 2025 to Aug 30, 2025
- Accounts · 101 to 91Nov 15, 2024 to Mar 28, 2025
- Advisory employees · 37 to 29Nov 15, 2024 to Mar 28, 2025
- Corporate clients · 69 to 64Nov 15, 2024 to Mar 28, 2025
- Pension plan clients · 9 to 7Nov 15, 2024 to Mar 28, 2025
- Pooled vehicle clients · 20 to 19Nov 15, 2024 to Mar 28, 2025
- HQ state · unset to Nov 15, 2024 to Mar 28, 2025
- Discretionary RAUM · $29B to $31BNov 15, 2024 to Mar 28, 2025
- Pension RAUM · $2.0B to $2.2BNov 15, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $3.8B to $5.2BNov 15, 2024 to Mar 28, 2025
- RAUM · $29B to $31BNov 15, 2024 to Mar 28, 2025
Signals
11 dated events
- Invesco Management S.A. reported succeeding to the business of Invesco Asset Management Deutschland Gmbh (Form ADV Item 4)Aug 30, 2025 · Succession (Item 4) · fact
- Invesco Management S.A. reported RAUM $42.6B, up 37% from $31.0B (2025-03-28 to 2025-08-30)Aug 30, 2025 · RAUM change · derived
- Doris Pittlinger (Director) no longer on Schedule A of Invesco Management S.A. (listed 2023-03-31, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Alexander Taft (Director) no longer on Schedule A of Invesco Management S.A. (listed 2023-03-31, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Alexander Uhlmann (Director) no longer on Schedule A of Invesco Management S.A. (listed 2022-03-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Stephanie Ehrenfried (Director) no longer on Schedule A of Invesco Management S.A. (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Michael Fraikin (Director) no longer on Schedule A of Invesco Management S.A. (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Alexander Uhlmann (Director) appeared on Schedule A of Invesco Management S.A.Mar 31, 2021 · Control person joined · fact
- Carsten Majer (Director) no longer on Schedule A of Invesco Management S.A. (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Stephanie Ehrenfried (Director) appeared on Schedule A of Invesco Management S.A.Mar 29, 2019 · Control person joined · fact
- Sybille Hofmann (Director) no longer on Schedule A of Invesco Management S.A. (listed 2018-05-02, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/invesco-emeareportedpublic record, Form ADV, Sep 17, 2026
- Website
- invesco.com/lu-manco/en/home.htmlreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- +32 2 641 0170reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Invesco Management S.A. is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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