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Aim Private Asset Management, Inc. (Houston)


Aim Private Asset Management, Inc. is a large advisory firm based in Houston. It manages $3.08 billion of regulatory assets for 9,492 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Aim Private Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aim Private Asset Management: assets under management

The assets under management (AUM) of Aim Private Asset Management, Inc. is $3.08 billion. The firm's AUM has grown by 114016% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.97 billion in discretionary accounts and $116.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $332.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $209.03 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aim Private Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aim Private Asset Management, Inc.

Mark Edward Mcmeans has been acting as President since 1 Apr 2000. Gary Kevin Wendler joined the executive team most recently as the Director And Senior Vice President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
A I M Management Group Inc. Sole shareholder of a i m advisors, inc. 1 Nov 1976 75% - 100% 76-0528004
Inc. A I M Advisors Sole shareholder of a i m capital management, inc. 1 Sep 1993 75% - 100% 105352
Gary Thomas Crum Chairman & director 1 Apr 2000 Other 1048190
Robert Hart Graham Senior vice president & director 1 Apr 2000 Other 1032081
Mark Edward Mcmeans President 1 Apr 2000 Other 2244625
Lisa Anne Moss Vice president, assistant secretary & general counsel 1 Apr 2000 Other 2722352
David Edwin Hessel Vice president & treasurer 1 Apr 2000 Other 1959356
Melville Beveridge Cox Vice president & chief compliance officer 1 Apr 2000 Other 2060650
Inc A I M Capital Management Sole shareholder of aim private asset management, inc. 1 Apr 2000 75% - 100% 105349
Inc. (Effective 03/31/08) Invesco Aim Capital Management Sole shareholder of invesco aim private asset management, inc. 1 Apr 2000 75% - 100% 105349
Mark Hurst Williamson Director 1 Jan 2003 Other 820997
Dawn Marie Hawley Chief financial officer 1 Jan 2003 Other 1771748
Edgar M Larsen Chairman, chief executive officer & director 1 Jan 2004 Other 2772877
Lisa Outland Brinkley Vice president and chief compliance officer 1 Sep 2004 Other 1932809
John Philip Ferguson Chairman and chief executive officer 1 Jan 2005 Other 819892
Gene Louis Needles President, director 1 Oct 2005 Other 1068224
David Alexander Hartley Chief accounting officer and treasurer 1 Feb 2006 Other 2220099
Loren Michael Starr Chief financial officer 1 Feb 2006 Other 2178384
Todd Lawrence Spillane Vice president and chief compliance officer 1 Mar 2006 Other 1884586
Philip Alexander Taylor Director 1 Apr 2006 Other 4664005
Patrick John Peter Farmer Head of investments for north america 1 Jan 2007 Other 4664357
John Mark Zerr Senior vice president and general counsel 1 Feb 2007 Other 2792416
Karen Dunn Kelley Director of cash management and senior vice president 1 Feb 2007 Other 1084249
Gary Kevin Wendler Director and senior vice president 1 May 2007 Other 2644085

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Aim Management Group Inc. Sole shareholder 1 Nov 1976 75% - 100% 76-0528004
Invesco Aim Management Group Inc. Sole shareholder 1 Nov 1976 75% - 100% 76-0528004
Inc. (Effective 03/31/08) Invesco Aim Advisors Sole shareholder 1 Sep 1993 75% - 100% 105352
Avz Inc. Sole shareholder 1 Feb 1997 75% - 100% 58-2287224
Amvescap Plc Sole shareholder 1 Feb 1997 75% - 100% united kingdom
Invesco Plc Sole shareholder 1 Feb 1997 75% - 100% united kingdom
Ivz Inc. Sole shareholder 1 Feb 1997 75% - 100% 58-2287224
Invesco Ltd Sole shareholder 1 Feb 1997 75% - 100% united kingdom
Inc. Ivz Sole shareholder 1 Feb 1997 75% - 100% 58-2287224
Invesco Ltd. Sole shareholder 1 Feb 1997 75% - 100% bermuda

Based in Houston

The principal office where Aim Private Asset Management, Inc. performs its advisory services is located at 11 Greenway Plaza, Houston, TX 77046 1173, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-214-1271 or by fax 713-214-1721. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.aimprivateassetmgmt.com.


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