INVESCO PRIVATE CAPITAL, INC.

225 Liberty Street
New York, New York 10281
Tel: 212-826-1100

About INVESCO PRIVATE CAPITAL, INC.

INVESCO PRIVATE CAPITAL, INC, formally registered with the SEC as INVESCO PRIVATE CAPITAL, INC. The firm was established in 12/03/1993. They have over 2 offices throughout the country.

INVESCO PRIVATE CAPITAL, INC. is a New York, New York based Financial Planning firm with nearly $769,094,710 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107584
SEC#	801-45224
Assets Managed by Firm	$769,094,710
No. of Clients	12
No. of Advisors	21

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (SUB-ADVISOR TO REGULATED THIRD PARTY ENTITIES)

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$769,094,710
Other investment advisers	1	$1,907,377

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