{
  "crd_number": 154461,
  "slug": "invesco-managed-accounts-llc-seattle-wa-154461",
  "primary_business_name": "INVESCO MANAGED ACCOUNTS, LLC",
  "legal_name": "INVESCO MANAGED ACCOUNTS, LLC",
  "dbas": [],
  "city": "Seattle",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-01-28",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-06-29",
  "carried_forward": false,
  "raum_total": 31275474511.0,
  "raum_discretionary": 31232627934.0,
  "raum_non_discretionary": 42846577.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 68,
  "advisory_employees": 29,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 13681024403.0,
      "count": 15639,
      "description": "ACCOUNTS MANAGED AS PART OF A THIRD PARTY UMA PLATFORM THAT CANNOT BE CLEARLY ASSIGNED BASED ON THE INFO AVAILABLE TO IMA"
    },
    "charitable": {
      "raum": 1360851676.0,
      "count": 366
    },
    "individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 533724869.0,
      "count": 19
    },
    "insurance_companies": {
      "raum": 6510327.0,
      "count": 1,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 154834685.0,
      "count": 122
    },
    "other_investment_advisers": {
      "raum": 11462501258.0,
      "count": 112
    },
    "high_net_worth_individuals": {
      "raum": 604755183.0,
      "count": 51
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 3471272110.0,
      "count": 1133
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://invesco.com/IMA",
    "https://invesco.com/us/en/solutions/invesco-managed-accounts.html",
    "https://snwam.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154461",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "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?"
    },
    {
      "item": "11.D(2)",
      "question": "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?"
    },
    {
      "item": "11.D(4)",
      "question": "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?"
    }
  ],
  "city_as_filed": "SEATTLE",
  "url": "https://advisorcensus.com/firm/invesco-managed-accounts-llc-seattle-wa-154461",
  "display_name": "Invesco Managed Accounts, LLC",
  "summary": "Invesco Managed Accounts, LLC is an SEC-registered investment advisory firm in Seattle, WA, registered since 2003, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.",
  "citation": "AdvisorCensus. Invesco Managed Accounts, LLC (CRD 154461): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Invesco Managed Accounts, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Invesco Managed Accounts, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Invesco Managed Accounts, LLC located?",
      "a": "Invesco Managed Accounts, LLC's principal office is in Seattle, WA, according to its Form ADV; the July 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Invesco Managed Accounts, LLC registered with the SEC or a state?",
      "a": "Invesco Managed Accounts, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 154461."
    },
    {
      "q": "How much does Invesco Managed Accounts, LLC manage?",
      "a": "Invesco Managed Accounts, LLC reports $31,275,474,511 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Invesco Managed Accounts, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Invesco Managed Accounts, LLC: Regulatory assets under management: $6,252,633,494 in the October 2021 data and $31,275,474,511 in the October 2026 data, up 400%. Total employees: 25 in October 2021 and 68 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Invesco Managed Accounts, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (15,639); corporations or other businesses not listed above (1,133); charitable organizations (366)."
    },
    {
      "q": "Which custodians does Invesco Managed Accounts, LLC use?",
      "a": "Invesco Managed Accounts, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley, National Financial Services LLC and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Invesco Managed Accounts, LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). 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/154461"
    },
    {
      "q": "What changed in Invesco Managed Accounts, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $24,606,305,138 to $31,275,474,511 (+27%). Employees performing advisory functions went from 30 to 29. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 6252633494.0,
      "total_employees": 25,
      "filing_date": "2021-06-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 7284811196.0,
      "total_employees": 31,
      "filing_date": "2022-09-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 11394626019.0,
      "total_employees": 42,
      "filing_date": "2023-04-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 17544201456.0,
      "total_employees": 55,
      "filing_date": "2024-07-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 24606305138.0,
      "total_employees": 60,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 31275474511.0,
      "total_employees": 68,
      "filing_date": "2026-06-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $24,606,305,138 to $31,275,474,511 (+27%).",
        "Employees performing advisory functions went from 30 to 29.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/invesco-managed-accounts-llc-seattle-wa-154461.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 51,
      "fewer_than_5": false,
      "raum": 604755183.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 122,
      "fewer_than_5": false,
      "raum": 154834685.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 366,
      "fewer_than_5": false,
      "raum": 1360851676.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 533724869.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 112,
      "fewer_than_5": false,
      "raum": 11462501258.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 6510327.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1133,
      "fewer_than_5": false,
      "raum": 3471272110.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 15639,
      "fewer_than_5": false,
      "raum": 13681024403.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154461",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}