# Invesco Loan Manager, LLC

> Invesco Loan Manager, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 306746
- Filed as: INVESCO LOAN MANAGER, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306746
- AdvisorCensus page: https://advisorcensus.com/firm/invesco-loan-manager-llc-new-york-ny-306746

## Quick answers

**How is Invesco Loan Manager, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Invesco Loan Manager, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Invesco Loan Manager, LLC located?**
Invesco Loan Manager, LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Invesco Loan Manager, LLC registered with the SEC or a state?**
Invesco Loan Manager, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306746.

**How much does Invesco Loan Manager, LLC manage?**
Invesco Loan Manager, LLC reports $17,694,615,730 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Invesco Loan Manager, LLC's assets and staff changed since 2021?**
In the Form ADV data for Invesco Loan Manager, LLC: Regulatory assets under management: $5,850,419,470 in the October 2021 data and $17,694,615,730 in the October 2026 data, up 202%. Total employees: 67 in October 2021 and 109 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Invesco Loan Manager, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (44).

**Does Invesco Loan Manager, LLC report any disciplinary disclosures?**
Reports 8 disclosure items on Form ADV Item 11: yes answers to 7 questions about regulatory matters and 1 question about civil court matters (11.C(1), 11.C(2), 11.C(4), 11.C(5), 11.D(1), 11.D(2), 11.D(4), 11.H(1)(c)). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306746

**What changed in Invesco Loan Manager, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 62 to 66. Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $17,694,615,730
- Discretionary: $17,694,615,730
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 44 | $17,694,615,730 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 109 total, 66 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, IL, NY, TX
- Disclosures (Item 11): Reports 8 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(1): Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.H(1)(c): Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306746

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Downers Grove, IL
- Greenwood Village, CO
- London
- White Plains, NY

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @invesco-ltd
- LinkedIn @invescous

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,850,419,470 | 67 | June 29, 2021 |
| October 2022 | $8,495,555,920 | 75 | March 29, 2022 |
| October 2023 | $10,840,279,902 | 85 | May 12, 2023 |
| October 2024 | $14,631,074,076 | 91 | August 23, 2024 |
| October 2025 | $16,098,285,018 | 92 | March 31, 2025 |
| October 2026 | $17,694,615,730 | 109 | March 25, 2026 |

Regulatory assets under management: $5,850,419,470 in the October 2021 data and $17,694,615,730 in the October 2026 data, up 202%.
Total employees: 67 in October 2021 and 109 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 62 to 66.
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invesco Loan Manager, LLC (CRD 306746): Form ADV filing data as of October 2026.