Clients
Invesco Loan Manager serves 44 clients. The average client has about $402 million with the firm.
- Pooled investment vehicles44 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 44 | $17,694,615,730 | 100.0% | $402.2M |
| Total | 44 | $17,694,615,730 | 100% | $402.2M |
- Clients
- 44
- Regulatory AUM
- $17,694,615,730
- Share
- 100.0%
- Avg. per client
- $402.2M
Total
- Clients
- 44
- Regulatory AUM
- $17,694,615,730
- Share
- 100%
- Avg. per client
- $402.2M
What it does
Invesco Loan Manager provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Invesco Loan Manager advises 44 private funds.
100.0% of assets ($17.69B across 44 accounts) are managed with discretion. 91% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.
Custodians
Invesco Loan Manager has custody of $85.4M for 1 clients.
- All other custodians$17.69B100%
Ownership and leadership
Invesco Senior Secured Management, Inc. owns 75% or more of Invesco Loan Manager.
- Owns 75% or more of Invesco Loan Manager, LLC
Invesco Senior Secured Management, Inc.
Control person · since October 2019
- Owns 75% or more of Invesco Senior Secured Management, Inc.
Invesco Advisers, Inc.
Control person · since December 2005
- Owns 75% or more of Invesco Advisers, Inc.
Invesco Group Services, Inc
Control person · since June 2010
- Owns 75% or more of Invesco Group Services, Inc
Oppenheimerfunds, Inc.
Control person · since May 2019
- Owns 75% or more of Oppenheimerfunds, Inc.
Oppenheimer Acquisition Corporation
Control person · since May 2019
- Owns 75% or more of Oppenheimer Acquisition Corporation
Invesco Holding Company (us), Inc.
Control person · since May 2019
- Owns 75% or more of Invesco Holding Company (us), Inc.
Invesco Holding Company Limited
Control person · since January 2002
- Owns 75% or more of Invesco Holding Company Limited
Invesco LTD
Control person · since January 2002
Leadership
- Joshua LevitChief Compliance Officer
Staff
- 109 employees
- 66 in advisory functions
- 3 state-registered reps
- 9 broker-dealer reps
Fees
Invesco Loan Manager is paid through a percentage of assets under management and performance-based fees.
Invesco Loan Manager’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Invesco Loan Manager has 4 offices, with 4 listed addresses across 3 states.
New York · 2 listed addresses
- 225 Liberty Street, New YorkHQ
- 50 Main Street, Suite 1450, White Plains
Colorado · 1 listed address
- 6400 S. Fiddler'S Green Circle, Suite 800, Greenwood Village
Illinois · 1 listed address
- 3500 Lacey Road Suite 700, Downers Grove
Registration details
- Legal name
- Invesco Loan Manager, LLC
- Headquarters
- 225 Liberty Street, New York, NY 10281
- Phone
- 212-278-9000
- Website
- Not reported
- SEC file
- 801-118817
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Invesco Loan Manager have?
Invesco Loan Manager has 44 clients and manages $17.7 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Invesco Loan Manager offer?
Invesco Loan Manager provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Invesco Loan Manager have?
Invesco Loan Manager has 3 investment adviser representatives registered with state securities authorities, out of 109 employees, and 66 perform investment advisory functions. 9 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Invesco Loan Manager?
Invesco Loan Manager is owned through a chain of holding companies by Invesco LTD. Its direct owner is Invesco Senior Secured Management, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Invesco Loan Manager get paid?
Invesco Loan Manager is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file