Asset manager · Seattle, WA
Invesco Managed Accounts, LLC
SEC-registered investment adviser · CRD 154461 · SEC 801-61716
At a glance
Invesco Managed Accounts, LLC is an SEC-registered investment adviser based in Seattle, Washington, with $31.3 billion in regulatory assets under management as of its Form ADV filed June 29, 2026. Its largest client group by assets is other, and it reports 51 individual clients. By Form ADV it is a asset manager, ranked 284th of 3,218 asset managers and 630th of 17,210 SEC-registered advisers by assets.
Main office 866-769-2773invesco.comAs filed on Form ADV
- Regulatory AUM
- $31B
- Rank among asset managers
- #284 of 3,218
- Rank among all SEC RIAs
- #630 of 17,210
- Rank in Washington
- #5 of 271
- Individual clients
- 51
- High-net-worth clients
- 51
- Accounts
- 17,443
- Discretionary
- 100% of AUM
- Employees
- 68
- Advisory staff
- 29
- Offices
- 7
Owners and executives on its Form ADV
- Edward BernhardtHead of Smas and Senior Vice President
- Tim M. BenzelHead of Fixed Income Smas and Vice President
- Laura A. DukesChief Executive Officer
- Amy L. NazimiecChief Compliance Officer and Senior Vice President
- Mark W. GregsonChief Financial Officer
- Gregory W. KetronTreasurer
- Tony L. WongPresident
- Jordan E. MixsellChief Operating Officer
- Nataliya FomenkoHead of SMA Client Service and Vice President
Custody and brokerage
Broker-dealer
Hybrid RIA
Invesco Managed Accounts, LLC is a hybrid RIA: 19 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Invesco CLO Equity Fund 5, L.P., Invesco Capital Markets, Inc. and Invesco Distributors, Inc..
- Invesco CLO Equity Fund 5, L.P. ↗CRD 332132
- Invesco Capital Markets, Inc. ↗CRD 6939
- Invesco Distributors, Inc. ↗CRD 7369
Its Form ADV brochure (filed June 2026) names Invesco Distributors as the broker-dealer its advisers are registered with.
Certain management persons of IMA are registered representatives of IDI.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 15,639 | $14B | 44% |
| Other investment advisers | 112 | $11B | 37% |
| Corporations or other businesses | 1,133 | $3.5B | 11% |
| Charitable organizations | 366 | $1.4B | 4% |
| High-net-worth individuals | 51 | $605M | 2% |
| State or municipal government entities | 19 | $534M | 2% |
| Pension and profit sharing plans | 122 | $155M | <1% |
| Insurance companies | 1 | $7M | <1% |
Disciplinary disclosures
Invesco Managed Accounts, LLC answers yes to 6 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗invesco.com ↗
AtlasMembers
The full record on Invesco Managed Accounts, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 364 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Invesco Managed Accounts, LLC manage?
Invesco Managed Accounts, LLC reports $31.3 billion in regulatory assets under management across 17,443 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 29, 2026.
What kind of firm is Invesco Managed Accounts, LLC?
Invesco Managed Accounts, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Invesco Managed Accounts, LLC’s clients?
By assets, its largest client types are other ($13.7 billion, 15,639 clients); other investment advisers ($11.5 billion, 112 clients); corporations or other businesses ($3.5 billion, 1,133 clients).
Does Invesco Managed Accounts, LLC have any disciplinary history?
Invesco Managed Accounts, LLC answers yes to 6 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Invesco Managed Accounts, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →