Invesco Global Real Estate Asia Pacific, Inc. (Atlanta)


Invesco Global Real Estate Asia Pacific, Inc. is a large advisory firm based in Atlanta. It manages $2.74 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012.

Invesco Global Real Estate Asia Pacific provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Invesco Global Real Estate Asia Pacific: assets under management

The assets under management (AUM) of Invesco Global Real Estate Asia Pacific, Inc. is $2.74 billion. The firm's AUM has gone down by -66% since the beginning of its operation, and $2.74 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $2.5 billion in discretionary accounts and $240.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $415.95 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $120.43 million.
Invesco Global Real Estate Asia Pacific has custody of $4.04 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Invesco Global Real Estate Asia Pacific, Inc. for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ryukichi Nakata serves?

The firm provides services to insurance companies, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Ryukichi Nakata is pooled investment vehicles with 3 clients and $2.5 billion of assets under management. Among the 9 most similar advisory firms, Invesco Global Real Estate Asia Pacific has the 4th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.74 billion for 8 clients. 100% of the firm’s clients are foreign persons or businesses.

Invesco Global Real Estate Asia Pacific also advises several private funds. Namely, two real estate funds. The minimum investment commitment required of non-related persons ranges from $8,314,280 to $10,000,000.

Careers at Invesco Global Real Estate Asia Pacific, Inc.

The company employs 31 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Ryukichi Nakata has been acting as President since 1 Feb 2011. Inc. (Us) Ofi Global Asset Management joined the executive team most recently as the Sole Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Tower Asiapac Holdco Llc Shareholder 1 Dec 2010 75% - 100% 27-3684448
Takuya Yamada Director 1 Dec 2010 Other 6036414
Shuk Fan Josephine Lee Secretary 1 Jan 2011 Other 6036426
Jr. Richard Lee Phegley Treasurer 1 Jan 2011 Other 6036428
David Alan Ridley President 1 Jan 2011 Other 1472725
Ryukichi Nakata Director 1 Feb 2011 Other 6036425
Nami Tomoike Director 1 Feb 2011 Other 6036421
Sze Man Cindy Tse Chief compliance officer 1 Dec 2011 Other 6036443
Fui Wearne Teu Chief legal officer 1 Dec 2011 Other 6036440
Richard Scott Dennis President 1 Apr 2013 Other 6187811
Ryan Patrick Mccarthy Chief legal officer 1 Jun 2013 Other 6212846
Cheng Soon Lau Director 1 Oct 2013 Other 6036444
Yasuyuki Tsuji Director 1 Oct 2013 Other 6259905
Gary Ho Chief compliance officer 1 Apr 2014 Other 6288926
Graeme Torre Director 1 Dec 2014 Other 6169851
Mikito Wakabayashi Chief legal officer 1 Sep 2015 Other 6629158
Moon Tai Leung Chief compliance officer 1 Apr 2016 Other 6642710
Ian Leslie Schilling Director 1 Jul 2016 Other 6689709
Wing Yi Cheung Chief compliance officer 1 Jun 2017 Other 6821602
Mochiyama Tsuyoshi Chief compliance officer 1 Mar 2018 Other 6931262
Inc Invesco Group Services Shareholder 1 Jun 2018 75% - 100% 58-1995394

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Invesco Ltd. Shareholder 1 Dec 1935 75% - 100% 98-0557567
Inc Ivz Shareholder 1 May 1992 75% - 100% 58-2287224
Inc Invesco Holding Company (Us) Shareholder 1 May 1992 75% - 100% 58-2287224
Invesco Holding Company Limited Shareholder 1 Feb 1997 75% - 100% 98-0407710
Ivz Uk Limited Shareholder 1 Feb 1997 75% - 100% 98-0670059
Inc Invesco Group Services Shareholder 1 Jun 2010 75% - 100% 58-1995394
Inc. Invesco Management Group Shareholder 1 Dec 2010 75% - 100% 76-0528004
Inc. (Us) Ofi Global Asset Management Sole shareholder 1 May 2019 75% - 100% 84-0765063
Inc.(Us) Oppenheimerfunds Sole shareholder 1 May 2019 75% - 100% 13-2527171
Oppenheimer Acquisition Corp. (Gatc) Sole shareholder 1 May 2019 75% - 100% 84-1853679

Based in Atlanta

The principal office where Invesco Global Real Estate Asia Pacific, Inc. performs its advisory services is located at Two Peachtree Pointe, Atlanta, GA 30309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404 892-0896 or by fax 404 439-4911. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at invescorealestate.com.