Pavion's real footprint — region hierarchy, operating brands, and the post-acquisition data-grain reality (which offices report actuals vs region-level).
Integrated offices post transactions at office level; recently-acquired ones still record at area/region. The view labels each so actuals are never confused with estimates.
Integrated offices on the common ERP — every transaction booked at office/job grain. Trust as-is.
Integrating offices — some postings still land at area level; AI disaggregates them to office using install base, headcount and job counts.
Recently acquired — recorded only at region/area on legacy systems. The office figure is a modeled estimate until cutover.
1 · Resolve the office. Match legacy IDs, brand names and addresses (RFI San Jose = Office 4021 = Pavion West) into one golden office record — you can't roll up what you can't match.
2 · Tag the grain. Every transaction carries its recording level (office / area / region) and a confidence score, so the view shows actuals vs estimates instead of pretending they're the same.
3 · Disaggregate. For area-level postings, a driver model splits the total to offices by install base, headcount, job counts and payroll — weights learned from integrated offices where both grains exist during cutover.
4 · Reconcile & learn. Allocated office sums must tie back to the area total; anomalies and duplicate customers across brands get flagged. As each office integrates, estimates flip to actuals — coverage is now 87% and rising.
Bubble size = revenue; color = operational health. Hover any office for detail and its operating brand.
Six regions over Pavion's real state footprint.
Brand in parentheses where an acquired entity operates the office.
Bar color = data grain: green actuals · amber allocated · red region-only.
The office-level view — including which acquired offices still report at region level.
| Office | State | Region | Operating brand | Revenue | Office-grain | Recording |
|---|---|---|---|---|---|---|
| Mumbai (HQ)HQ | VA | India | Invesco Asset Management (India) (corporate) | $4.74M | 100% | Actuals |
| Nyack | NY | NRI/Global Indian Clients | ELSS Fund A · 2022 | $3.67M | 98% | Actuals |
| Woodside | NY | NRI/Global Indian Clients | Hybrid Fund B · 2021 | $3.36M | 100% | Actuals |
| San Jose | CA | West | NRI Wealth Portfolio · 2023 | $3.13M | 82% | Allocated |
| Washington | DC | India | Invesco Asset Management (India) | $3.06M | 98% | Actuals |
| Orlando | FL | South India | Star Asset Security / Ion247 · 2023 | $2.52M | 72% | Allocated |
| Exton (Philadelphia) | PA | NRI/Global Indian Clients | Retention Campaign Launch · 2021 | $2.29M | 92% | Actuals |
| Atlanta | GA | South India | Invesco Asset Management (India) | $2.29M | 78% | Allocated |
| Los Angeles | CA | West | Invesco Asset Management (India) | $2.29M | 90% | Actuals |
| Boston | MA | NRI/Global Indian Clients | Invesco Asset Management (India) | $2.22M | 95% | Actuals |
| Hackensack | NJ | NRI/Global Indian Clients | Invesco Asset Management (India) | $2.14M | 94% | Actuals |
| Denver | CO | West India | Invesco Asset Management (India) | $1.99M | 92% | Actuals |
| Baltimore | MD | India | Invesco Asset Management (India) | $1.83M | 96% | Actuals |
| Raleigh | NC | South India | Invesco Asset Management (India) | $1.83M | 88% | Actuals |
| Dallas | TX | West India | Invesco Asset Management (India) | $1.83M | 90% | Actuals |
| Mechanicsville | VA | India | Invesco Asset Management (India) | $1.68M | 97% | Actuals |
| Chicago | IL | West India | Invesco Asset Management (India) | $1.68M | 72% | Allocated |
| Seattle | WA | West | Invesco Asset Management (India) | $1.45M | 90% | Actuals |
| Phoenix | AZ | West | Invesco Asset Management (India) | $1.38M | 88% | Actuals |
| Houston | TX | West India | Invesco Asset Management (India) | $1.38M | 90% | Actuals |
| Norfolk | VA | India | Invesco Asset Management (India) | $1.3M | 95% | Actuals |
| Altamonte Springs | FL | South India | Invesco Asset Management (India) | $1.22M | 90% | Actuals |
| Greer | SC | South India | Invesco Asset Management (India) | $1.07M | 86% | Actuals |
| Portland | OR | West | Invesco Asset Management (India) | $1.07M | 70% | Allocated |
| Salt Lake City | UT | West India | Invesco Asset Management (India) | $1.07M | 88% | Actuals |
| Nashville | TN | South India | Invesco Asset Management (India) | $0.99M | 74% | Allocated |
| Columbus | OH | West India | Portfolio Management · 2024 | $0.99M | 80% | Allocated |
| Knightdale | NC | South India | Invesco Asset Management (India) | $0.92M | 88% | Actuals |
| Birmingham | AL | South India | ISC (recent acquisition) · 2024 | $0.84M | 45% | Region-only |
| Boise | ID | West India | Invesco Asset Management (India) | $0.69M | 50% | Region-only |
| Toronto | CAN | East India | Invesco Asset Management (India) | $0.69M | 70% | Allocated |
| Tulsa | OK | West India | Fund Admin System (recent acquisition) · 2024 | $0.61M | 45% | Region-only |
| London | GBR | East India | Invesco Asset Management (India) | $0.54M | 65% | Allocated |
| Frankfurt | DEU | East India | Invesco Asset Management (India) | $0.38M | 60% | Allocated |
| Dublin | IRL | East India | Invesco Asset Management (India) | $0.31M | 48% | Region-only |
| Singapore | SGP | East India | Invesco Asset Management (India) | $0.31M | 50% | Region-only |
| Tokyo | JPN | East India | Invesco Asset Management (India) | $0.23M | 45% | Region-only |