INVESCO LOAN MANAGER, LLC

Latest filing: Mar 31, 2025 (30 days ago)

AUM

$16,098,285,018
10% change vs. 1 year ago
89% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

92
1% change vs. 1 year ago
23% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

NEW YORK, NY
225 LIBERTY STREET, NEW YORK, NY, UNITED STATES, 10281

Client AUM

Discretion AUM
Discretionary $16.1
Non-Discretionary $0.0
Total $16.1
Client AUM
Retail $0.0
Pooled $16.1
Institutional $0.0
Total $16.1
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
INVESCO ADVISERS, INC. $756.9 105360
INVESCO CAPITAL MANAGEMENT LLC $740.5 125601
INVESCO ASSET MANAGEMENT LTD. $111.4 109985
INVESCO ASSET MANAGEMENT (JAPAN) LIMITED $61.5 107155
INVESCO SENIOR SECURED MANAGEMENT, INC. $37.4 107590
INVESCO ASSET MANAGEMENT DEUTSCHLAND GMBH $31.0 143238
INVESCO HONG KONG LIMITED $24.7 109923
INVESCO MANAGED ACCOUNTS, LLC $24.6 154461
INVESCO CANADA LTD. $18.3 126572
INVESCO REAL ESTATE MANAGEMENT S.À R.L. $13.5 286069
INVESCO ASSET MANAGEMENT (INDIA) PVT. LTD. $10.3 285620
INVESCO INVESTMENT ADVISERS LLC $4.6 104885
INVESCO PRIVATE CAPITAL, INC. $0.8 107584
WL ROSS & CO. LLC $0.5 141854
OPPENHEIMERFUNDS INC $0.3 104983
INTELLIFLO ADVISERS, INC. $0.1 151692
INVESCO MANAGEMENT S.A. $0.0 -
INVESCO INVESTMENT MANAGEMENT LTD $0.0 -
INVESCO CAPITAL MARKETS, INC. $0.0 broker-dealer 6939
INVESCO PENSIONS LTD $0.0 -
INVESCO TRUST COMPANY $0.0 trust company -
IRE (CAYMAN) LIMITED $0.0 162075
INVESCO DISTRIBUTORS, INC. $0.0 broker-dealer 7369
INVESCO SPECIALIZED PRODUCTS, LLC $0.0 -
INVESCO FUND MANAGERS LTD $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

9 active

Name Title
LEVIT, JOSHUA, EVAN CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-04-21 $16.1 $0.0 0% 92 0 0%
2024-04-02 $14.6 $1.5 10% 91 1 1%
2023-04-04 $10.8 $5.3 49% 85 7 8%
2022-04-01 $8.5 $7.6 89% 75 17 23%
2021-04-05 $5.9 $10.2 175% 67 25 37%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, CO-08/17/2020, IL-08/17/2020, NY-08/17/2020
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV