Asset ManagerRIA · CRD 154461SEC-Registered

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Invesco Managed Accounts

Invesco Managed Accounts, LLC is an SEC-registered investment adviser in Seattle, WA, registered since 2003. The firm manages $31.3 billion in assets, with...

Invesco Managed Accounts

Invesco Managed Accounts, LLC is an SEC-registered investment adviser in Seattle, WA, registered since 2003. The firm manages $31.3 billion in assets, with $31.2 billion on a discretionary basis. It has 68 employees and 29 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

How does Invesco Managed Accounts source proprietary deal flow?

The unit does not source proprietary deals; instead, it constructs portfolios using Invesco's suite of mutual funds, ETFs, and separately managed account strategies. Clients can choose from Invesco's research-driven offerings, with no direct involvement in private or illiquid investment opportunities outside the platform.

What investment stages does Invesco Managed Accounts typically target?

The unit focuses on public market stages: large-cap, mid-cap, and small-cap equities, along with investment-grade and high-yield fixed income. It does not target early-stage venture or late-stage private equity, as those require longer lock-up periods and are outside the SMA model.

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