Invesco Institutional Trust Global Asset Allocation Strategy Fund
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$977M
Investors
4
Min Invest
$500,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Invesco Institutional Trust Global Asset Allocation Strategy Fund is a New Hampshire business trust that first filed a Form D on May 16, 2017 and most recently amended it on September 7, 2023, describing itself as a other investment fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(7) and covers pooled investment fund interests. Invesco Institutional Trust Global Asset Allocation Strategy Fund reported $976,979,060 sold from 4 investors of a $976,979,060 total offering as of the Form D filed September 7, 2023. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $500,000. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is 1555 Peachtree Street, N.E., Suite 1100, Atlanta, GA 30309.
EDGAR Filing Data
Form D — Primary Source
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Filing events
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Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
Investor
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Invesco Advisers, Inc.
Promoter · Atlanta, GA
Investment Manager
Christine Thompson
Executive Officer · Atlanta, GA
President of Invesco Advisers, Inc.
Questions About Invesco Institutional Trust Global Asset Allocation Strategy Fund
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Invesco Institutional Trust Global Asset Allocation Strategy Fund?
Invesco Institutional Trust Global Asset Allocation Strategy Fund is a New Hampshire business trust that filed a Form D with the SEC on September 7, 2023 as a other investment fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests.
Is Invesco Institutional Trust Global Asset Allocation Strategy Fund legit?
AltStreet does not rate legitimacy; it reports the public record. Invesco Institutional Trust Global Asset Allocation Strategy Fund filed a Form D with the SEC on September 7, 2023 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $976,979,060 sold to 4 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Invesco Institutional Trust Global Asset Allocation Strategy Fund registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Invesco Institutional Trust Global Asset Allocation Strategy Fund claimed Rule 506(b), Section 3(c), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Invesco Institutional Trust Global Asset Allocation Strategy Fund raised?
Invesco Institutional Trust Global Asset Allocation Strategy Fund reported $976,979,060 sold from 4 investors of a $976,979,060 total offering as of the Form D filed September 7, 2023.
Who can invest in Invesco Institutional Trust Global Asset Allocation Strategy Fund?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $500,000.
What is the minimum investment in Invesco Institutional Trust Global Asset Allocation Strategy Fund?
The Form D lists $500,000 as the minimum investment accepted from any outside investor as of September 7, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Invesco Institutional Trust Global Asset Allocation Strategy Fund and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.
Who is behind Invesco Institutional Trust Global Asset Allocation Strategy Fund?
The Form D lists 2 related persons: Invesco Advisers, Inc., promoter (Investment Manager); Christine Thompson, executive officer (President of Invesco Advisers, Inc). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Invesco Institutional Trust Global Asset Allocation Strategy Fund located?
The issuer's address on its SEC filings is 1555 Peachtree Street, N.E., Suite 1100, Atlanta, GA 30309. Its phone number of record is 404-439-4571. It is organized under the laws of New Hampshire.
How long is the Invesco Institutional Trust Global Asset Allocation Strategy Fund offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 7 amendments are on record for this CIK.
How large is Invesco Institutional Trust Global Asset Allocation Strategy Fund?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.