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INVESCO MANAGED ACCOUNTS, LLC
CRD 154461File 801-61716
APPROVED
Retail clients
Disclosure events
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$31.28B
Top 10% of cohort (national)
Discretionary AUM
$31.23B
Non-discretionary $42.8M
Clients
1,804
17,443 accounts
Employees
68
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 28, 2003
- Principal office
- 1700 SEVENTH AVE, SUITE 1130, SEATTLE, WA, 98101
- Phone
- 1-866-769-2773
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $31.28B
- Discretionary AUM
- $31.23B
- Non-discretionary AUM
- $42.8M
- Discretionary accounts
- 17,442
- Non-discretionary accounts
- 1
- Total accounts
- 17,443
- AUM per client
- $17.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,133 | $3.47B |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $6.5M |
| Charitable organizations | 366 | $1.36B |
| Other investment advisers | 112 | $11.46B |
| High net worth individuals | 51 | $604.8M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 122 | $154.8M |
| State or municipal government entities | 19 | $533.7M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 17,443 | 1,804 | decreased by15,639 |
| Apr 1, 2026 | Employees | 60 | 68 | increased by8 |
| Apr 1, 2026 | Clients | 12,544 | 17,443 | increased by4,899 |
| Apr 1, 2026 | AUM | $24,606,305,138 | $31,275,474,511 | increased by$6,669,169,373 |
| Apr 1, 2026 | Accounts | 12,544 | 17,443 | increased by4,899 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 60 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 640 | 12,544 | increased by11,904 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,284,811,196 | $24,606,305,138 | increased by$17,321,493,942 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 640 | 12,544 | increased by11,904 |
| Apr 1, 2022 | Employees | 25 | 31 | increased by6 |
| Apr 1, 2022 | Clients | 665 | 640 | decreased by25 |
| Apr 1, 2022 | AUM | $6,252,633,494 | $7,284,811,196 | increased by$1,032,177,702 |
| Apr 1, 2022 | Accounts | 665 | 640 | decreased by25 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVESCO MANAGED” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESCO MANAGED” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.