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INVESCO LOAN MANAGER, LLC

NEW YORK, NY · CRD 306746 · IAPD ↗ · 212 278-9000

$17.69BRegulatory AUM
66Advisory reps
109Employees
1Clients
n/aPlanning clients
44Private funds
4States
11Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — INVESCO LOAN MANAGER, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — INVESCO LOAN MANAGER, LLC now reports custody of client assets ($668.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
40
December 2024 — INVESCO LOAN MANAGER, LLC's Item 11 disclosure-reporting entries rose by 3 (8 -> 11).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
40
November 2024 — INVESCO LOAN MANAGER, LLC's Item 11 disclosure-reporting entries rose by 2 (6 -> 8).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
51
April 2024 — INVESCO LOAN MANAGER, LLC reported RAUM up 35% ($10.84B -> $14.63B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — INVESCO LOAN MANAGER, LLC grew from 54 to 59 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.