SEC-Registered Investment Adviser
Invesco Loan Manager, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 25, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- August 17, 2020
- Principal office
- 225 Liberty Street, New York, NY 10281
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Umbrella registration
- Yes, 7 relying advisers
- Other offices
- 4
Scale
- Regulatory AUM
- $17.7B
- Attributable to non-US clients
- $16.8B
- Accounts
- 44
- Clients
- 1
- Employees
- 109, 66 in advisory roles
- Private funds advised
- 44
- Private fund gross assets
- $17.7B
- Fund types
- 2 private equity funds, 2 other private funds
- Client assets in custody
- $85.4M (1 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- pooled investment vehicles (44)
- Related persons include
- a broker-dealer, another investment adviser, a commodity pool operator or commodity trading advisor, a trust company, an insurance company or agency, a sponsor or syndicator of limited partnerships and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 2 broker-dealers, 14 investment advisers
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- SEC or CFTC finding of a false statement or omission (Item 11C(1))
- SEC or CFTC finding of a violation of regulations or statutes (Item 11C(2))
- SEC or CFTC order against the firm or an affiliate (Item 11C(4))
- SEC or CFTC civil money penalty or cease-and-desist (Item 11C(5))
- other regulator finding of a false statement or omission (Item 11D(1))
- other regulator finding of a violation (Item 11D(2), 3 reported)
- other regulator order, denial, suspension or revocation (Item 11D(4), 2 reported)
- civil court dismissal of a case with a settlement (Item 11H(1)(c))
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.