INVESCO LOAN MANAGER, LLC

RIASEC RegisteredEst. 2020
Total AUM
$17.7B
Discretionary
$17.7B
100% of AUM
Avg account
$402M
Accounts
44
Employees
109
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
306746
Registered since
August 17, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Invesco Loan Manager, LLC operates as a manager of pooled investment vehicles with a clear emphasis on securitized loan strategies and related credit products. The firm serves institutional clients and runs actively managed funds that combine fee structures tied to both assets under management and performance. Registered with the SEC in 2020, the firm takes on roles beyond advisory — acting as sponsor, general partner or managing member of pooled vehicles and maintaining industry relationships across broker-dealers, other advisers, commodity pool operators/CTAs, trust companies and insurance firms. Investment activity centers on credit-oriented allocations: securitized asset strategies are the dominant exposure, supplemented by private equity and other pooled fund formats. The firm is identified as an active ESG investor, indicating ESG considerations are integrated into at least some investment and stewardship processes. Invesco Loan Manager is structured as a limited liability company and targets institutional mandates rather than retail accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Joshua Levit

    Chief Compliance OfficerCRD 6601366

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
225 Liberty St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth