Sponsor Check › Sponsor group
One sponsor team, 82 deal companies · Dallas, TX
Grouped because: 52 shared people, 8 shared management entities, same business address (35 issuers), similar issuer names (59) (automatic match from the filings) · not the same sponsor?
Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 16, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET
Invesco is a sponsor group of 82 issuers that PartnerFacts links to one sponsor (shared management entity, same business address, similar issuer names, shared people, shared principal (person on 60+ issuers) at the same address or management entity, same person name on both filings; automatic match from the filings), filing 260 Form D filings between Dec 2009 and Oct 2026.
What this means One team, 82 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.
Combined reported sold: $31.3B to 10,454 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (53), REITS and Finance (23), Commercial (6). Issuers are based in TX (47), NY (27), OH (2), Cayman Islands (as filed: E9) (2) and 3 more.
What this means $31.3B raised across the group, about $2.99M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.
Principal people: Michael C. Kirby (33 issuers, executive officer and director), Lee Phegley (29 issuers, executive officer and director), Paul Michaels (26 issuers, executive officer and director), R. Scott Dennis (24 issuers, executive officer and director), Scott Baskind (24 issuers, executive officer, director, and promoter) and 164 more.
What this means The person on the most companies is usually the one running the show; their page lists every deal.
Activity: 4 new offerings in the last 12 months; latest filing Oct 16, 2026.
What this means Busy — still raising money this year.
Adviser registration (Form ADV) on record: INVESCO SENIOR SECURED MANAGEMENT, INC.; INVESCO LOAN MANAGER, LLC.
Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 10 court cases matching the name, 6 bankruptcy cases matching the name listed in Key records below.
What this means 16 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.
We compared the newest 50 of 260 public filings for Invesco and found 29 differences, 8 worth asking the sponsor about: Investor count went down between filings; 5 filings report more than 10% of the money raised going to insiders; and more below.
What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.
Community search for Invesco has not run yet — it is joining a line of 36,983 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.
Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.
Five things investors ask first. Items still in human review are counted, not shown.
10 cases: 8 closed (disposition not in docket feed), 1 dismissed, 1 judgment
446 American with Disabilities - Other· Cause:
42:12101 Americans w/ Disabilities Act (ADA)
890 Other statutory actions
890 Other statutory actions· Cause:
15:631 Small Business Act
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.
Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.
State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Invesco..
State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).
6 cases: 6 closed (disposition not in docket feed)
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.
Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.
State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No comparisons published
No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
29 differences found between the filings for Invesco — 8 worth asking about (compared the newest 50 of 260 filings on Oct 24, 2026; older filings not covered)
United States Bankruptcy Court, S.D. Georgia docket "A. Stephenson Wallace, Trustee v. Invesco, LLC" filed Sep 13, 2012, closed Jun 12, 2013. Invesco is listed as Defendant ("Invesco, LLC"). Our match estimate: 60%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
United States Bankruptcy Court, N.D. Texas docket "Invesco, Inc. v. Gulf Coast Transport, Inc." filed May 26, 2009, closed May 31, 2011. Invesco is listed as Plaintiff ("Invesco, Inc."). Our match estimate: 60%.
What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.
The Sep 19, 2025 filing reports 82 investors; the Oct 3, 2025 Form D/A reports 74 investors.
What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.
The Jul 25, 2025 filing reports 36 investors; the Jul 29, 2025 Form D/A reports 32 investors.
What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.
64% of the money raised went to insiders — IREX V Diversified Portfolio DST · 165% of the money raised went to insiders — IREX III Industrial Portfolio DST · 13% of the money raised went to insiders — IREX V Diversified Portfolio DST · 14% of the money raised went to insiders — IREX V Diversified Portfolio DST · 17% of the money raised went to insiders — IREX IV Industrial Portfolio DST
What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.
Invesco CLO Equity Fund IV L.P. (last filing Sep 30, 2021; $172,945,400 sold of $350,508,000); INVESCO CREDIT PARTNERS FUND, L.P. (last filing Jun 1, 2018; $146,182,751 sold of $500,000,000); INVESCO CREDIT PARTNERS FUND-A, L.P. (last filing Jun 1, 2018; $146,182,751 sold of $500,000,000); INVESCO CREDIT PARTNERS (CAYMAN) L.P. (last filing Jun 1, 2018; $146,182,751 sold of $500,000,000); INVESCO VENTURE ALPHA FUND, L.P. (last filing Jun 1, 2018; $71,650,000 sold of $300,000,000); Invesco Real Estate Fund III, L.P. (last filing Jul 10, 2013; $339,900,000 sold of $750,000,000); and 1 more. Each has no filing in more than two years and reported under half its target sold.
What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.
LGT FUND MANAGEMENT COMPANY LTD. is listed as receiving sales compensation on 2 filings (May 15, 2024 to May 15, 2025) with no FINRA CRD number given.
What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.
LGT FUND MANAGEMENT COMPANY LTD. is listed as receiving sales compensation on 2 filings (May 15, 2024 to May 15, 2025) with no FINRA CRD number given.
What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.
The address on file, 2300 N. Field Street, Suite 1200, Dallas, TX, is used by 32 issuers in our index across 5 sponsor groups; 20 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.
What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.
The address on file, 225 Liberty Street, New York, NY, is used by 40 issuers in our index across 6 sponsor groups; 24 are outside this group. It is on our registered-agent / shared-office list (44 issuers in 22 unrelated clusters).
What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.
The address on file, 2001 Ross Avenue, Suite 3400, Dallas, TX, is used by 54 issuers in our index across 6 sponsor groups; 29 are outside this group. It is on our registered-agent / shared-office list (58 issuers in 15 unrelated clusters).
What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.
The filing says the first sale was Jan 29, 2026. The Form D was filed Feb 19, 2026 — 21 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 6 days past that.
What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.
The latest filing for this offering is dated Jul 15, 2025 (first sale Nov 27, 2024). It reports $80,663,234 sold of $85,695,652 offered. No later amendment is in our index as of Oct 24, 2026.
What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.
The latest filing for this offering is dated May 15, 2025 (first sale Jul 25, 2023). It reports $457,125,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.
What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.
The latest filing for this offering is dated May 15, 2025 (first sale Jul 25, 2023). It reports $247,250,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.
What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.
Ray Nixon is no longer listed on the Oct 16, 2026 amendment — Invesco Real Estate Income Trust Inc. · Rivka Altman is no longer listed on the Jul 23, 2026 amendment — IREX V Diversified Portfolio DST · Beth Zayicek is no longer listed on the Jul 7, 2026 amendment — Invesco Real Estate Asia Fund V, L.P. · Beth Zayicek is no longer listed on the Apr 9, 2026 amendment — Invesco Commercial Real Estate Finance Trust, Inc. · Beth Zayicek is no longer listed on the Apr 1, 2026 amendment — Invesco Real Estate Income Trust Inc. · and 11 more
What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.
Charlie Rose's role changed at Invesco Commercial Real Estate Finance Trust, Inc.: executive officer → executive officer, director · R. Scott Dennis's role changed at Invesco Commercial Mortgage Income - U.S. Fund, L.P.: executive officer → executive officer, director · R. Scott Dennis's role changed at Invesco U.S. Income Fund, L.P.: executive officer → executive officer, director · R. Scott Dennis's role changed at Invesco Core Real Estate - U.S.A., L.P.: executive officer → executive officer, director · R. Scott Dennis's role changed at Invesco U.S. Income Fund, L.P.: executive officer, director → executive officer · and 1 more
What this means Roles on Form D are self-reported. Ask who runs the company today.
IRE AFV GP, Ltd. is written 2 different ways on the filings · Chase A. Bolding is written 2 different ways on the filings · IRI CORE-GP, LLC is written 2 different ways on the filings · Julie A. Arrowsmith is written 2 different ways on the filings · Bert Crouch is written 2 different ways on the filings · and 5 more
What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.
"Pooled Investment Fund" (May 2, 2013 to Dec 10, 2013); then "Other Real Estate" (Jan 16, 2015 to Apr 8, 2015); then "Pooled Investment Fund" (Jul 14, 2015 to Jan 21, 2026).
What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.
"Pooled Investment Fund" (Jul 14, 2010 to Oct 7, 2014); then "Other Real Estate" (Jan 16, 2015); then "Commercial" (Apr 13, 2015); then "Pooled Investment Fund" (Jul 14, 2015 to Dec 23, 2025).
What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.
Reported revenue range changed between filings — Invesco Real Estate Income Trust Inc. · Reported net asset value range changed between filings — Invesco U.S. Income Fund, L.P. · Reported net asset value range changed between filings — Invesco Core Real Estate - U.S.A., L.P. · Reported revenue range changed between filings — Invesco Core Real Estate - U.S.A., L.P.
What this means The size band is self-reported. Ask for current numbers.
The people listed on the Apr 12, 2022 filing give Atlanta, GA; on the Oct 20, 2022 filing they give Dallas, TX.
What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.
The people listed on the Oct 25, 2021 filing give Dallas, TX; on the Apr 12, 2022 filing they give Atlanta, GA.
What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.
The people listed on the Aug 20, 2020 filing give Atlanta, GA; on the Oct 25, 2021 filing they give Dallas, TX.
What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.
Address on file is a registered agent / shared office — Invesco CLO Equity Fund 5 (RN), L.P. · Address on file is a registered agent / shared office — Invesco CLO Equity Fund 5, L.P. · Address on file is a registered agent / shared office — Invesco PCO Evergreen Fund, L.P. · Address on file is a registered agent / shared office — Invesco Credit Partners (Cayman) III, L.P. · Address on file is a registered agent / shared office — Invesco Credit Partners Fund III, L.P.
What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.
Delaware (67), Cayman Islands (11), Maryland (3), Luxembourg (1) — out of 82 member issuers. The odd ones out: INVESCO DCP USD FEEDER FUND CE (Cayman Islands); ICRE REIT Holdings (Maryland); INVESCO CREDIT PARTNERS (CAYMAN) L.P. (Cayman Islands); INVESCO CREDIT PARTNERS FUND-A, L.P. (Cayman Islands); Invesco Real Estate Income Trust Inc. (Maryland); Invesco Real Estate Asia Fund IV, L.P. (Cayman Islands).
What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.
TX (47), NY (27), Cayman Islands (as filed: E9) (2), Hong Kong (as filed: K3) (2), OH (2), GA (1), Luxembourg (as filed: N4) (1). 44 members use a registered-agent or shared-office address: Invesco U.S. Value-Add Fund IV, L.P. (2001 Ross Avenue, Suite 3400, Dallas, TX); IREF IV REIT, LLC (2001 Ross Avenue, Suite 3400, Dallas, TX); ICRE REIT Holdings (2001 Ross Avenue, Suite 3400, Dallas, TX); 3001 Clarendon REIT, LLC (2001 Ross Avenue, Suite 3400, Dallas, TX).
What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.
SEC records list prior names for this filer: Invesco Commercial Mortgage Income Fund, L.P.. The current name on file is "Invesco Commercial Mortgage Income - U.S. Fund, L.P.".
What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.
SEC records list prior names for this filer: Invesco Core Real Estate - U.S.A , L.P.; INVESCO Core Real Estate - U.S.A , LLC; INVESCO Core Real Estate U.S.A LLC. The current name on file is "Invesco Core Real Estate - U.S.A., L.P.".
What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.
What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 260 filings (work cap); older filings are not covered here. As of Oct 24, 2026.
21 of 87 offerings report sales commissions totalling $29,537,336; 10 report finder's fees totalling $193,200; 5 report proceeds to related persons totalling $4,003,794. (includes amounts the issuer reported as estimates)
| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|---|---|---|---|---|
| Oct 16, 2026 D/A Invesco Real Estate Income Trust Inc. File 021-418402 | $0 | $0 | $0 | N/A no CRD number reported | EDGAR ↗ |
| Oct 13, 2026 D/A IREX V Diversified Portfolio DST File 021-584860 | $5,858,064 (est.) | $0 (est.) | $976,344 (est.) Item 16 is an estimate of offering and organizational expenses and closing costs that may accrue to one or more Related Persons. | Morgan Stanley BrokerCheck CRD 149777 ↗ Chad Kolinksy BrokerCheck CRD 6414638 ↗ via World Investments, LLC (CRD 20626 ↗) Dan L. Werry BrokerCheck CRD 4721789 ↗ via Emerson Equity LLC (CRD 130032 ↗) Amr Tenney BrokerCheck CRD 5506866 ↗ via Realized Financial, Inc. (CRD 22333 ↗) LPL Financial LLC BrokerCheck CRD 6413 ↗ Simon Brower BrokerCheck CRD 4496781 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Sean D. Whalen BrokerCheck CRD 4000934 ↗ via DAI Securities, LLC (CRD 36673 ↗) McKenna Duncan BrokerCheck CRD 7310472 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Jamie Furlong BrokerCheck CRD 6930080 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) | EDGAR ↗ |
| Aug 26, 2026 D/A Invesco Real Estate Income Trust Inc. File 021-555839 | $44,687 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Jul 7, 2026 D/A Invesco Real Estate Asia Fund V, L.P. File 021-513604 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 9, 2026 D/A Invesco Commercial Real Estate Finance Trust, Inc. File 021-492394 | $4,478,521 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Apr 1, 2026 D/A Invesco Real Estate Income Trust Inc. File 021-373706 | $0 | $0 | $0 | N/A no CRD number reported | EDGAR ↗ |
| Mar 10, 2026 D/A IREX IV Industrial Portfolio DST File 021-566385 | $5,638,710 (est.) | $0 (est.) | $931,784 (est.) Item 16 is an estimate of offering and organizational expenses and closing costs that may accrue to one or more Related Persons. | Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Clay Schmidt BrokerCheck CRD 6920482 ↗ via Realized Financial, Inc. (CRD 22333 ↗) William O'Neil BrokerCheck CRD 7396734 ↗ via DAI Securities, LLC (CRD 36673 ↗) Morgan Stanley BrokerCheck CRD 149777 ↗ | EDGAR ↗ |
| Mar 2, 2026 D/A Invesco Commercial Mortgage Income - U.S. Fund, L.P. File 021-286326 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) | EDGAR ↗ |
| Feb 19, 2026 D INCREF Sub-REIT, LLC File 021-574087 | $6,250 | $0 | $0 | ICA, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Feb 6, 2026 D Benedict Place REIT, LLC File 021-572730 | $6,250 | $0 | $0 | ICA, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Jan 21, 2026 D/A Invesco U.S. Income Fund, L.P. File 021-195917 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ Invesco Hong Kong Limited BrokerCheck CRD 109923 ↗ | EDGAR ↗ |
| Dec 23, 2025 D/A Invesco Core Real Estate - U.S.A., L.P. File 021-69951 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ Invesco Hong Kong Limited BrokerCheck CRD 109923 ↗ | EDGAR ↗ |
| Dec 10, 2025 D/A IREX III Industrial Portfolio DST File 021-551870 | $5,219,354 (est.) | $0 (est.) | $869,892 (est.) Item 16 is an estimate of offering and organizational expenses and closing costs that may accrue to one or more Related Persons. | Beth Veloz BrokerCheck CRD 6221867 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Morgan Stanley BrokerCheck CRD 149777 ↗ Roger Bowlin BrokerCheck CRD 1905652 ↗ via Aurora Securities (CRD 46147 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Brianna Gieselman BrokerCheck CRD 7570195 ↗ via Realized Financial, Inc. (CRD 22333 ↗) | EDGAR ↗ |
| Dec 2, 2025 D/A Invesco CLO Equity Fund 5, L.P. File 021-517053 | $0 | $0 | $0 | None no CRD number reported via Invesco Distributors, Inc. (CRD 7369 ↗) | EDGAR ↗ |
| Dec 2, 2025 D/A Invesco CLO Equity Fund 5 (RN), L.P. File 021-540310 | $0 | $0 | $0 | None no CRD number reported via Invesco Distributors, Inc. (CRD 7369 ↗) | EDGAR ↗ |
| Nov 25, 2025 D/A Invesco PCO Evergreen Fund, L.P. File 021-509394 | $0 | $0 | $0 | INVESCO DISTRIBUTORS, INC. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Jul 15, 2025 D/A IREX II Storage Portfolio DST File 021-531748 | $5,998,697 (est.) | $0 (est.) | $856,956 (est.) Item 16 is an estimate of offering and organizational expenses and closing costs that may accrue to one or more Related Persons. | Matt Terwilliger BrokerCheck CRD 6010823 ↗ via Sanctuary Securities, Inc. (CRD 205 ↗) Clay Schmidt BrokerCheck CRD 6920482 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Morgan Stanley BrokerCheck CRD 149777 ↗ Roger Bowlin BrokerCheck CRD 1905652 ↗ via Aurora Securities (CRD 46147 ↗) Lance Stafford BrokerCheck CRD 2900449 ↗ via Arkadios Capital (CRD 282710 ↗) Orrin Barrow BrokerCheck CRD 6784158 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Joe Nugent BrokerCheck CRD 4019776 ↗ via Arkadios Capital (CRD 282710 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ | EDGAR ↗ |
| May 15, 2025 D/A Invesco Credit Partners Fund III, L.P. File 021-481844 | $0 (est.) | $0 | $0 | INVESCO DISTRIBUTORS, INC. BrokerCheck CRD 7369 ↗ STONINGTON DRIVE SECURITIES LLC BrokerCheck CRD 287876 ↗ LGT FUND MANAGEMENT COMPANY LTD. no CRD number reported | EDGAR ↗ |
| May 15, 2025 D/A Invesco Credit Partners (Cayman) III, L.P. File 021-481847 | $0 | $0 | $0 | INVESCO DISTRIBUTORS, INC BrokerCheck CRD 7369 ↗ STONINGTON DRIVE SECURITIES LLC BrokerCheck CRD 287876 ↗ LGT FUND MANAGEMENT COMPANY LTD. no CRD number reported | EDGAR ↗ |
| Dec 20, 2024 D/A IREX Industrial Portfolio I DST File 021-494164 | $2,212,903 (est.) | $0 (est.) | $368,818 (est.) Item 16 is an estimate of offering and organizational expenses and closing costs that may accrue to one or more Related Persons. | Richard Gann BrokerCheck CRD 4623806 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) William Aubry Morrow BrokerCheck CRD 836500 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Realized Financial, Inc. BrokerCheck CRD 22333 ↗ Steve Filiaci BrokerCheck CRD 3016353 ↗ via Sanctuary Securities, Inc. (CRD 205 ↗) | EDGAR ↗ |
| Oct 28, 2024 D Invesco Direct Lending (L) Fund II, L.P. File 021-527963 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Jul 25, 2024 D Invesco CLO Equity Fund 6 LLC File 021-519748 | $0 | $0 | $0 | None no CRD number reported via Invesco Distributors, Inc (CRD 7369 ↗) | EDGAR ↗ |
| Nov 15, 2023 D Invesco Commercial Real Estate Finance Trust, Inc. File 021-497240 | $5,850 | $0 | $0 | ICA, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Aug 4, 2023 D Invesco Credit Partners Co-Investment (MG) Fund, L.P. File 021-488778 | $0 | $0 | $0 | INVESCO DISTRIBUTORS, INC. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Jun 26, 2023 D Invesco Commercial Real Estate Finance Trust, Inc. File 021-485136 | $5,550 | $0 | $0 | ICA, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Jun 13, 2023 D/A Invesco Private Balanced-Risk Allocation Fund, Ltd. File 021-448952 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 27, 2023 D/A Invesco Private Credit Opportunities Fund, L.P. File 021-433796 | $0 | $0 | $0 | INVESCO DISTRIBUTORS, INC. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Jan 10, 2023 D/A Invesco Real Estate U.S. Fund VI, L.P. File 021-406175 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) | EDGAR ↗ |
| Dec 30, 2022 D IRE U.S. Fund VI Blocker, LLC File 021-469304 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) | EDGAR ↗ |
| Sep 7, 2022 D IRE U.S. Fund VI Feeder, L.P. File 021-458254 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Jul 29, 2022 D Invesco Direct Lending II RN Feeder, LLC File 021-454230 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Jul 29, 2022 D Invesco Direct Lending (UL) Feeder Fund II, L.P. File 021-454231 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Jul 29, 2022 D Invesco Direct Lending (UL) Feeder Fund (USD) II, SCSp File 021-454233 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7269 ↗ | EDGAR ↗ |
| Jul 26, 2022 D/A Invesco Credit Partners (Cayman) II, L.P. File 021-370301 | $0 | $0 | $0 | INVESCO DISTRIBUTORS, INC. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Jul 26, 2022 D/A Invesco Credit Partners Fund II, L.P. File 021-370299 | $0 | $0 | $0 | INVESCO DISTRIBUTORS, INC. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Jul 21, 2022 D/A Invesco CLO Equity Fund 3 L.P. File 021-388283 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Jul 12, 2022 D IRE U.S. Fund VI Employee Feeder, L.P. File 021-451899 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Dec 22, 2021 D/A INVESCO VENTURE ALPHA FUND II, L.P. File 021-372677 | $0 (est.) | $0 (est.) | $0 (est.) The general partner is entitled to a carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials. | INVESCO DISTRIBUTORS, INC. BrokerCheck CRD 7369 ↗ MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗ | EDGAR ↗ |
| Nov 30, 2021 D QI Terminal Investor REIT, LLC File 021-422953 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Nov 23, 2021 D North & South Loop Portfolio REIT, LLC File 021-422242 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Sep 30, 2021 D Invesco CLO Equity Fund IV L.P. File 021-415294 | $0 | $0 | $0 | None no CRD number reported via Invesco Distributors, Inc. (CRD 7369 ↗) | EDGAR ↗ |
| Mar 31, 2021 D Invesco Real Estate Asia Fund IV (Employee Feeder), L.P. File 021-394206 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 20, 2021 D Crystal REIT Investors, LLC File 021-386852 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) | EDGAR ↗ |
| Jan 20, 2021 D Rocket REIT LLC File 021-386845 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) | EDGAR ↗ |
| Nov 20, 2020 D Invesco Real Estate Income Trust Inc. File 021-381132 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Oct 13, 2020 D Invesco Teton Fund LLC File 021-377645 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Sep 23, 2020 D Invesco Credit Partners Opportunities Fund 2020, L.P. File 021-376102 | $0 | $0 | $0 | INVESCO DISTRIBUTORS, INC. BrokerCheck CRD 7369 ↗ | EDGAR ↗ |
| Jun 10, 2020 D Invesco Real Estate Asia Fund IV Sidecar One, L.P. File 021-368697 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Apr 7, 2020 D/A Invesco Real Estate Asia Fund IV, L.P. File 021-361531 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jan 30, 2020 D Bravern Office Holdings, LLC File 021-359303 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| May 16, 2019 D Invesco ESC Strategic Opportunities III, L.P. File 021-339811 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) | EDGAR ↗ |
| Jan 24, 2019 D/A Invesco U.S. Value-Add Fund V, L.P. File 021-289010 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) | EDGAR ↗ |
| Jan 24, 2019 D Invesco ESC U.S. Value-Add Fund V, L.P. File 021-331326 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) | EDGAR ↗ |
| Jan 18, 2019 D/A Invesco Strategic Opportunities III, L.P. File 021-302863 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) | EDGAR ↗ |
| Jun 1, 2018 D/A INVESCO VENTURE ALPHA FUND, L.P. File 021-282072 | $0 (est.) | $0 (est.) | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | MORGAN STANLEY SMITH BARNEY LLC BrokerCheck CRD 149777 ↗ INVESCO DISTRIBUTORS, INC. BrokerCheck CRD 7369 ↗ EDGELINE CAPITAL, LLC BrokerCheck CRD 152774 ↗ | EDGAR ↗ |
| Jun 1, 2018 D/A INVESCO CREDIT PARTNERS (CAYMAN) L.P. File 021-285155 | $0 (est.) | $0 (est.) | $0 (est.) "THE ISSUER IS A FEEDER FUND FOR IWCP CREDIT PARTNERS FUND, L.P. (THE ""FUND""). THE GP AND THE INVESTMENT MANAGER OF THE FUND ARE ENTITLED TO A CARRIED INTEREST AND MANAGEMENT FEE AS FULLY DISCUSSED IN THE FUND?S CONFIDENTIAL OFFERING MATERIALS." | INVESCO DISTRIBUTORS, INC. BrokerCheck CRD 7369 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ | EDGAR ↗ |
| Jun 1, 2018 D/A INVESCO CREDIT PARTNERS FUND-A, L.P. File 021-285157 | $0 (est.) | $0 (est.) | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | INVESCO DISTRIBUTORS, INC. BrokerCheck CRD 7369 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ | EDGAR ↗ |
| Jun 1, 2018 D/A INVESCO CREDIT PARTNERS FUND, L.P. File 021-285156 | $0 (est.) | $0 (est.) | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO A CARRIED INTEREST. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE CARRIED INTEREST AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | INVESCO DISTRIBUTORS, INC. BrokerCheck CRD 7369 ↗ CITIGROUP GLOBAL MARKETS INC. BrokerCheck CRD 7059 ↗ | EDGAR ↗ |
| Nov 13, 2017 D AXIS CMI REIT, LLC File 021-298539 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Nov 13, 2017 D Invesco U.S. Income Massachusetts REIT Holdings, LLC File 021-298535 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Nov 13, 2017 D Invesco CMI REIT, LLC File 021-298544 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Apr 17, 2017 D CALSTRS NEW & NEXT GENERATION MANAGER FUND IV, L.P. File 021-284940 | $0 | $0 | $0 (est.) The general partner is entitled to a carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials. | None listed on this filing | EDGAR ↗ |
| Nov 8, 2016 D Runway Sub REIT, LLC File 021-274019 | $6,250 (est.) | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Apr 19, 2016 D Invesco U.S. VA Parallel Fund IV - 1, L.P. File 021-261657 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 11, 2016 D Invesco ESC U.S. Value-Add Fund IV, L.P File 021-259091 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 11, 2016 D Invesco U.S. VA Parallel Fund IV - 2, L.P File 021-259097 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 11, 2016 D Invesco U.S. VA Parallel Fund IV - 3, L.P File 021-259100 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 11, 2016 D Invesco U.S. VA Fund IV Blocker A, L.L.C. File 021-259104 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Mar 1, 2016 D WLR Recovery Fund VI, L.P. File 021-258369 | $0 | $0 | $0 | Invesco Distributors, Inc. BrokerCheck CRD 7369 ↗ via Invesco Distributors, Inc. (CRD 7369 ↗) | EDGAR ↗ |
| Jan 15, 2016 D/A Invesco U.S. Value-Add Fund IV, L.P. File 021-218701 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 22, 2015 D/A Invesco DCP (QE) Feeder Fund LLC File 021-136833 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Dec 22, 2015 D/A INVESCO DCP FEEDER FUND LLC File 021-129011 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Dec 22, 2015 D/A INVESCO DCP USD FEEDER FUND CE File 021-129077 | $0 | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Apr 13, 2015 D ICRE Feeder Fund, L.P. File 021-237852 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 22, 2014 D 3001 Clarendon REIT, LLC File 021-230608 | $0 | $17,000 | $0 | Iriquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Dec 19, 2014 D ICRE REIT Holdings File 021-230523 | $0 | $27,000 | $0 | Iriquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Oct 2, 2014 D IREF IV REIT, LLC File 021-225724 | $0 | $17,000 | $0 | Iriquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Feb 3, 2014 D INVESCO U.S. INCOME REIT, LLC File 021-211135 | $0 | $26,200 | $0 | Iriquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Dec 20, 2013 D Clarendon Owners, LLC File 021-208492 | $0 | $15,000 | $0 | Iriquois Capital Advisers, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Dec 20, 2013 D 731 Market Street Owner, LLC File 021-208495 | $0 | $15,000 | $0 | Iriquois Capital Advisers, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Sep 27, 2013 D BG REIT, LLC File 021-203636 | $0 | $15,000 | $0 | Iriquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Jul 12, 2013 D Invesco ESC Real Estate Fund III, L.P. File 021-199507 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Jul 10, 2013 D/A Invesco Real Estate Fund III, L.P. File 021-158277 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
| Dec 31, 2012 D 1000 Main REIT, LLC File 021-189152 | $0 | $17,000 | $0 | Iriquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Dec 31, 2012 D Invesco ICRE Massachusetts REIT Holdings, LLC File 021-189149 | $0 | $17,000 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Dec 28, 2012 D IREF III REIT, LLC File 021-189146 | $0 | $27,000 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ | EDGAR ↗ |
| Apr 13, 2011 D Invesco Real Estate Debt Fund III, L.P. File 021-158279 | $0 | $0 | $0 | None listed on this filing | EDGAR ↗ |
Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across all 82 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Invesco in the sources searched.
Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | ID Invesco DCP (QE) Feeder Fund LLC | shared people, same person name on both filings, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 7 | $29,695,404 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2009–2015 |
| EDGAR ↗ | IC Invesco Core Real Estate - U.S.A., L.P. | shared people, same person name on both filings, shared management entity, same business address | DALLAS, TX | Pooled Investment Fund | 29 | $12,592,161,171 offering Indefinite · similar: $500,000–$16,420,250 | 306 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2010–2025 |
| EDGAR ↗ | ID INVESCO DCP FEEDER FUND LLC | shared people, same person name on both filings, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 6 | $69,041,922 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2015 |
| EDGAR ↗ | ID INVESCO DCP USD FEEDER FUND CE | shared people, same person name on both filings, same business address, similar issuer names | New York, NY | Pooled Investment Fund | 6 | $814,110,524 offering Indefinite · similar: $155,000–$5,250,000 | 52 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2010–2015 |
| EDGAR ↗ | IR Invesco Real Estate Debt Fund III, L.P. | shared management entity, same business address, similar issuer names | DALLAS, TX | Pooled Investment Fund | 1 | $0 | 0 | $20,000,000 | 2011–2011 |
| EDGAR ↗ | IR Invesco Real Estate Fund III, L.P. | shared people, shared management entity, same business address, similar issuer names | DALLAS, TX | Pooled Investment Fund | 4 | $339,900,000 | 6 | $10,000,000 | 2011–2013 |
| EDGAR ↗ | IR IREF III REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DALLAS, TX | REITS and Finance | 1 | $123,000 | 123 | $1,000 | 2012–2012 |
| EDGAR ↗ | 1M 1000 Main REIT, LLC | shared people, shared management entity, same business address | DALLAS, TX | REITS and Finance | 1 | $125,000 | 125 | $1,000 | 2012–2012 |
| EDGAR ↗ | II Invesco ICRE Massachusetts REIT Holdings, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DALLAS, TX | REITS and Finance | 1 | $125,000 | 125 | $1,000 | 2012–2012 |
| EDGAR ↗ | IU Invesco U.S. Income Fund, L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | DALLAS, TX | Pooled Investment Fund | 19 | $4,371,351,222 offering Indefinite · similar: $500,000–$16,420,250 | 75 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2013–2026 |
| EDGAR ↗ | IE Invesco ESC Real Estate Fund III, L.P. | shared people, shared management entity, same business address, similar issuer names | DALLAS, TX | Pooled Investment Fund | 1 | $3,730,000 | 66 | $5,000 | 2013–2013 |
| EDGAR ↗ | BR BG REIT, LLC | shared people, same business address | DALLAS, TX | REITS and Finance | 1 | $125,000 | 125 | $1,000 | 2013–2013 |
| EDGAR ↗ | 7M 731 Market Street Owner, LLC | shared people, same business address | DALLAS, TX | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2013–2013 |
| EDGAR ↗ | CO Clarendon Owners, LLC | shared people, same business address, similar issuer names | DALLAS, TX | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2013–2013 |
| EDGAR ↗ | IU INVESCO U.S. INCOME REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DALLAS, TX | REITS and Finance | 1 | $123,000 offering $125,000 · similar: $125,000–$125,000 | 123 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2014–2014 |
| EDGAR ↗ | IU Invesco U.S. Value-Add Fund IV, L.P. | shared people, shared management entity, similar issuer names | DALLAS, TX | Pooled Investment Fund | 7 | $405,000,000 | 19 | $10,000,000 | 2014–2016 |
| EDGAR ↗ | IR IREF IV REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | DALLAS, TX | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2014–2014 |
| EDGAR ↗ | IR ICRE REIT Holdings | shared people, similar issuer names | DALLAS, TX | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2014–2014 |
| EDGAR ↗ | 3C 3001 Clarendon REIT, LLC | shared people, similar issuer names | DALLAS, TX | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2014–2014 |
| EDGAR ↗ | IF ICRE Feeder Fund, L.P. | shared people, shared management entity, similar issuer names | DALLAS, TX | Commercial | 1 | $10,000,000 | 1 | $10,000,000 | 2015–2015 |
| EDGAR ↗ | WR WLR Recovery Fund VI, L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | IE Invesco ESC U.S. Value-Add Fund IV, L.P | shared people, shared management entity, similar issuer names | DALLAS, TX | Pooled Investment Fund | 1 | $4,155,000 offering $4,155,000 · similar: $155,000–$5,250,000 | 66 similar: 4–27 | $5,000 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | IU Invesco U.S. VA Fund IV Blocker A, L.L.C. | shared people, shared management entity, similar issuer names | DALLAS, TX | Pooled Investment Fund | 1 | $150,000,000 offering $150,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $10,000,000 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | IU Invesco U.S. VA Parallel Fund IV - 3, L.P | shared people, shared management entity, similar issuer names | DALLAS, TX | Pooled Investment Fund | 1 | $150,000,000 offering $150,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $10,000,000 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | IU Invesco U.S. VA Parallel Fund IV - 2, L.P | shared people, shared management entity, similar issuer names | DALLAS, TX | Pooled Investment Fund | 1 | $200,000,000 offering $200,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $10,000,000 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | IU Invesco U.S. VA Parallel Fund IV - 1, L.P. | shared people, shared management entity, similar issuer names | DALLAS, TX | Pooled Investment Fund | 1 | $100,000,000 offering $100,000,000 · similar: $155,000–$5,250,000 | 2 similar: 4–27 | $10,000,000 similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | RS Runway Sub REIT, LLC | shared people, shared management entity | DALLAS, TX | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | IV INVESCO VENTURE ALPHA FUND, L.P. | shared people, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $71,650,000 offering $300,000,000 · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2018 |
| EDGAR ↗ | CN CALSTRS NEW & NEXT GENERATION MANAGER FUND IV, L.P. | shared people, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $250,000,000 offering $250,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | IC INVESCO CREDIT PARTNERS (CAYMAN) L.P. | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $146,182,751 offering $500,000,000 · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2018 |
| EDGAR ↗ | IC INVESCO CREDIT PARTNERS FUND-A, L.P. | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $146,182,751 offering $500,000,000 · similar: $155,000–$5,250,000 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2018 |
| EDGAR ↗ | IC INVESCO CREDIT PARTNERS FUND, L.P. | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $146,182,751 offering $500,000,000 · similar: $155,000–$5,250,000 | 16 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2018 |
| EDGAR ↗ | IC Invesco Commercial Mortgage Income - U.S. Fund, L.P. | shared people, same person name on both filings, shared management entity, same business address, similar issuer names | DALLAS, TX | Pooled Investment Fund | 12 | $2,141,342,095 offering Indefinite · similar: $500,000–$16,420,250 | 36 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2017–2026 |
| EDGAR ↗ | IU Invesco U.S. Value-Add Fund V, L.P. | shared people, shared management entity, similar issuer names | DALLAS, TX | Pooled Investment Fund | 4 | $700,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 15 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2019 |
| EDGAR ↗ | AC AXIS CMI REIT, LLC | shared people, shared management entity | DALLAS, TX | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | IU Invesco U.S. Income Massachusetts REIT Holdings, LLC | shared people | DALLAS, TX | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | IC Invesco CMI REIT, LLC | shared people | DALLAS, TX | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | IS Invesco Strategic Opportunities III, L.P. | shared people, shared management entity, similar issuer names | DALLAS, TX | Pooled Investment Fund | 2 | $205,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2018–2019 |
| EDGAR ↗ | IE Invesco ESC U.S. Value-Add Fund V, L.P. | shared people, shared management entity, similar issuer names | DALLAS, TX | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | IE Invesco ESC Strategic Opportunities III, L.P. | shared people, shared management entity, similar issuer names | Dallas, TX | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | BO Bravern Office Holdings, LLC | shared people, shared management entity | DALLAS, TX | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | IR Invesco Real Estate Asia Fund IV, L.P. | shared people, same person name on both filings, shared management entity, similar issuer names | GEORGE TOWN, GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 2 | $380,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | IR Invesco Real Estate Asia Fund IV Sidecar One, L.P. | shared people, same person name on both filings, shared management entity, similar issuer names | Central, Hong Kong (as filed: K3) | Pooled Investment Fund | 1 | $50,000,000 offering $50,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | IC Invesco Credit Partners (Cayman) II, L.P. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $474,348,000 offering $474,348,000 · similar: $155,000–$5,250,000 | 55 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2022 |
| EDGAR ↗ | IC Invesco Credit Partners Fund II, L.P. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $104,118,821 offering $104,118,821 · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2022 |
| EDGAR ↗ | IV INVESCO VENTURE ALPHA FUND II, L.P. | shared people, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $255,300,000 offering $400,000,000 · similar: $155,000–$5,250,000 | 212 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | IR Invesco Real Estate Income Trust Inc. | shared people, same business address, similar issuer names | DALLAS, TX | REITS and Finance | 15 | $612,456,202 offering $20,000,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $25,000 similar: $1,000–$1,000 | 2020–2026 |
| EDGAR ↗ | IC Invesco Credit Partners Opportunities Fund 2020, L.P. | shared people, same person name on both filings, same business address, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | IT Invesco Teton Fund LLC | shared people, same person name on both filings, same business address | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2020 |
| EDGAR ↗ | CR Crystal REIT Investors, LLC | shared people, same business address | TOLEDO, OH | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2021–2021 |
| EDGAR ↗ | RR Rocket REIT LLC | shared people, same business address | TOLEDO, OH | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2021–2021 |
| EDGAR ↗ | IC Invesco CLO Equity Fund 3 L.P. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 5 | $399,987,602 offering Indefinite · similar: $155,000–$5,250,000 | 17 similar: 4–27 | $20,000,000 similar: $1,000–$100,000 | 2021–2022 |
| EDGAR ↗ | IR Invesco Real Estate Asia Fund IV (Employee Feeder), L.P. | shared people, same person name on both filings, shared management entity, similar issuer names | GEORGE TOWN, GRAND CAYMAN, Cayman Islands (as filed: E9) | Pooled Investment Fund | 1 | $5,800,000 offering $5,800,000 · similar: $155,000–$5,250,000 | 35 similar: 4–27 | $25,000 similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | IR Invesco Real Estate U.S. Fund VI, L.P. | shared people, shared management entity, similar issuer names | DALLAS, TX | Pooled Investment Fund | 3 | $1,783,335,000 offering Indefinite · similar: $500,000–$16,420,250 | 29 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2021–2023 |
| EDGAR ↗ | IC Invesco CLO Equity Fund IV L.P. | shared people, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $172,945,400 offering $350,508,000 · similar: $155,000–$5,250,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | NS North & South Loop Portfolio REIT, LLC | shared people | DALLAS, TX | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2021–2021 |
| EDGAR ↗ | QT QI Terminal Investor REIT, LLC | shared people, shared management entity | DALLAS, TX | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2021–2021 |
| EDGAR ↗ | IP Invesco Private Credit Opportunities Fund, L.P. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $378,500,000 offering Indefinite · similar: $155,000–$5,250,000 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2023 |
| EDGAR ↗ | IP Invesco Private Balanced-Risk Allocation Fund, Ltd. | shared people, same person name on both filings | ATLANTA, GA | Pooled Investment Fund | 2 | $500,000,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | $100,000 similar: $1,000–$100,000 | 2022–2023 |
| EDGAR ↗ | IU IRE U.S. Fund VI Employee Feeder, L.P. | shared people, shared management entity | DALLAS, TX | Pooled Investment Fund | 1 | $2,335,000 offering Indefinite · similar: $500,000–$16,420,250 | 31 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2022–2022 |
| EDGAR ↗ | ID Invesco Direct Lending II RN Feeder, LLC | shared people, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | ID Invesco Direct Lending (UL) Feeder Fund II, L.P. | shared people, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | ID Invesco Direct Lending (UL) Feeder Fund (USD) II, SCSp | shared people, similar issuer names | Luxembourg, Luxembourg (as filed: N4) | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | IU IRE U.S. Fund VI Feeder, L.P. | shared people, shared management entity, similar issuer names | DALLAS, TX | Pooled Investment Fund | 1 | $310,000,000 offering Indefinite · similar: $500,000–$16,420,250 | 2 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2022–2022 |
| EDGAR ↗ | IU IRE U.S. Fund VI Blocker, LLC | shared people, shared management entity, similar issuer names | DALLAS, TX | Pooled Investment Fund | 1 | $410,000,000 offering Indefinite · similar: $500,000–$16,420,250 | 2 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2022–2022 |
| EDGAR ↗ | IC Invesco Credit Partners Fund III, L.P. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $247,250,000 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | IC Invesco Credit Partners (Cayman) III, L.P. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 3 | $457,125,000 offering Indefinite · similar: $155,000–$5,250,000 | 56 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2025 |
| EDGAR ↗ | IC Invesco Commercial Real Estate Finance Trust, Inc. | shared people, same business address | DALLAS, TX | REITS and Finance | 6 | $922,587,811 offering Indefinite · similar: $125,000–$125,000 | 6093 similar: 124–125 | No minimum reported similar: $1,000–$1,000 | 2023–2026 |
| EDGAR ↗ | IC Invesco Credit Partners Co-Investment (MG) Fund, L.P. | shared people, same person name on both filings, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2023 |
| EDGAR ↗ | II IREX Industrial Portfolio I DST | shared people, shared management entity, same business address, similar issuer names | DALLAS, TX | Commercial | 13 | $34,877,026 offering $36,881,720 · similar: $1,815,000–$10,000,000 | 56 similar: 7–33 | $250,000 similar: $20,000–$50,000 | 2023–2024 |
| EDGAR ↗ | IP Invesco PCO Evergreen Fund, L.P. | shared people, same person name on both filings | NEW YORK, NY | Pooled Investment Fund | 3 | $227,000,000 offering Indefinite · similar: $500,000–$16,420,250 | 12 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2024–2025 |
| EDGAR ↗ | IR Invesco Real Estate Asia Fund V, L.P. | shared people, same person name on both filings, similar issuer names | Central, Hong Kong (as filed: K3) | Pooled Investment Fund | 3 | $500,070,000 offering Indefinite · similar: $500,000–$16,420,250 | 9 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2024–2026 |
| EDGAR ↗ | IC Invesco CLO Equity Fund 5, L.P. | shared people, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $140,875,000 offering Indefinite · similar: $500,000–$16,420,250 | 5 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2024–2025 |
| EDGAR ↗ | IC Invesco CLO Equity Fund 6 LLC | shared people, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | ID Invesco Direct Lending (L) Fund II, L.P. | shared people, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | IS IREX II Storage Portfolio DST | shared people, shared management entity, same business address, similar issuer names | DALLAS, TX | Commercial | 8 | $80,663,234 offering $85,695,652 · similar: $1,815,000–$10,000,000 | 70 similar: 7–33 | $250,000 similar: $20,000–$50,000 | 2024–2025 |
| EDGAR ↗ | IC Invesco CLO Equity Fund 5 (RN), L.P. | shared people, shared management entity, similar issuer names | NEW YORK, NY | Pooled Investment Fund | 2 | $158,500,000 offering Indefinite · similar: $500,000–$16,420,250 | 32 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2025–2025 |
| EDGAR ↗ | II IREX III Industrial Portfolio DST | shared people, shared management entity, same business address, similar issuer names | DALLAS, TX | Commercial | 8 | $82,816,816 offering $86,989,247 · similar: $1,815,000–$10,000,000 | 109 similar: 7–33 | $250,000 similar: $20,000–$50,000 | 2025–2025 |
| EDGAR ↗ | II IREX IV Industrial Portfolio DST | shared people, shared management entity, same business address, similar issuer names | DALLAS, TX | Commercial | 5 | $80,134,031 offering $93,978,495 · similar: $1,815,000–$10,000,000 | 59 similar: 7–33 | No minimum reported similar: $20,000–$50,000 | 2025–2026 |
| EDGAR ↗ | BP Benedict Place REIT, LLC | shared people, same business address | DALLAS, TX | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2026–2026 |
| EDGAR ↗ | IS INCREF Sub-REIT, LLC | shared people, same business address | DALLAS, TX | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2026–2026 |
| EDGAR ↗ | IV IREX V Diversified Portfolio DST | shared people, shared management entity, same business address, similar issuer names | DALLAS, TX | Commercial | 12 | $93,300,187 offering $97,634,409 · similar: $1,815,000–$10,000,000 | 94 similar: 7–33 | $250,000 similar: $20,000–$50,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 filings); Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Oct 16, 2026 | Invesco Real Estate Income Trust Inc. | D/A | REITS and Finance | $20,000,000 | $2,760,525 |
| EDGAR ↗ | Oct 13, 2026 | IREX V Diversified Portfolio DST | D/A | Commercial | $97,634,409 | $93,300,187 |
| EDGAR ↗ | Sep 29, 2026 | IREX V Diversified Portfolio DST | D/A | Commercial | $97,634,409 | $92,222,874 |
| EDGAR ↗ | Sep 15, 2026 | IREX V Diversified Portfolio DST | D/A | Commercial | $97,634,409 | $84,351,090 |
| EDGAR ↗ | Sep 4, 2026 | IREX V Diversified Portfolio DST | D/A | Commercial | $97,634,409 | $82,019,027 |
| EDGAR ↗ | Aug 26, 2026 | IREX V Diversified Portfolio DST | D/A | Commercial | $97,634,409 | $73,771,670 |
| EDGAR ↗ | Aug 26, 2026 | Invesco Real Estate Income Trust Inc. | D/A | REITS and Finance | Indefinite | $17,975,245 |
| EDGAR ↗ | Aug 14, 2026 | IREX V Diversified Portfolio DST | D/A | Commercial | $97,634,409 | $63,563,656 |
| EDGAR ↗ | Jul 31, 2026 | IREX V Diversified Portfolio DST | D/A | Commercial | $97,634,409 | $48,303,351 |
| EDGAR ↗ | Jul 23, 2026 | IREX V Diversified Portfolio DST | D/A | Commercial | $97,634,409 | $37,145,301 |
| EDGAR ↗ | Jul 10, 2026 | IREX V Diversified Portfolio DST | D/A | Commercial | $97,634,409 | $15,887,213 |
| EDGAR ↗ | Jul 7, 2026 | Invesco Real Estate Asia Fund V, L.P. | D/A | Pooled Investment Fund | Indefinite | $500,070,000 |
| EDGAR ↗ | Jun 26, 2026 | IREX V Diversified Portfolio DST | D/A | Commercial | $97,634,409 | $7,766,000 |
| EDGAR ↗ | Jun 2, 2026 | IREX V Diversified Portfolio DST | D/A | Commercial | $97,634,409 | $6,766,425 |
| EDGAR ↗ | May 22, 2026 | IREX V Diversified Portfolio DST | D | Commercial | $97,634,409 | $1,518,486 |
| EDGAR ↗ | Apr 9, 2026 | Invesco Commercial Real Estate Finance Trust, Inc. | D/A | REITS and Finance | Indefinite | $922,587,811 |
| EDGAR ↗ | Apr 1, 2026 | Invesco Real Estate Income Trust Inc. | D/A | REITS and Finance | $1,000,000,000 | $612,456,202 |
| EDGAR ↗ | Mar 10, 2026 | IREX IV Industrial Portfolio DST | D/A | Commercial | $93,978,495 | $80,134,031 |
| EDGAR ↗ | Mar 2, 2026 | Invesco Commercial Mortgage Income - U.S. Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $2,141,342,095 |
| EDGAR ↗ | Feb 19, 2026 | INCREF Sub-REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Feb 13, 2026 | IREX IV Industrial Portfolio DST | D/A | Commercial | $93,978,495 | $41,482,337 |
| EDGAR ↗ | Feb 6, 2026 | Benedict Place REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 27, 2026 | IREX IV Industrial Portfolio DST | D/A | Commercial | $93,978,495 | $33,548,294 |
| EDGAR ↗ | Jan 21, 2026 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $4,371,351,222 |
| EDGAR ↗ | Dec 23, 2025 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $12,592,161,171 |
| EDGAR ↗ | Dec 22, 2025 | IREX IV Industrial Portfolio DST | D/A | Commercial | $93,978,495 | $25,065,355 |
| EDGAR ↗ | Dec 10, 2025 | IREX IV Industrial Portfolio DST | D | Commercial | $93,978,495 | $5,482,894 |
| EDGAR ↗ | Dec 10, 2025 | IREX III Industrial Portfolio DST | D/A | Commercial | $86,989,247 | $82,816,816 |
| EDGAR ↗ | Dec 2, 2025 | Invesco CLO Equity Fund 5 (RN), L.P. | D/A | Pooled Investment Fund | Indefinite | $158,500,000 |
| EDGAR ↗ | Dec 2, 2025 | Invesco CLO Equity Fund 5, L.P. | D/A | Pooled Investment Fund | Indefinite | $140,875,000 |
| EDGAR ↗ | Nov 25, 2025 | Invesco PCO Evergreen Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $227,000,000 |
| EDGAR ↗ | Oct 16, 2025 | Invesco Real Estate Income Trust Inc. | D/A | REITS and Finance | $20,000,000 | $2,668,410 |
| EDGAR ↗ | Oct 14, 2025 | IREX III Industrial Portfolio DST | D/A | Commercial | $86,989,247 | $75,158,458 |
| EDGAR ↗ | Oct 3, 2025 | IREX III Industrial Portfolio DST | D/A | Commercial | $86,989,247 | $52,496,137 |
| EDGAR ↗ | Sep 19, 2025 | IREX III Industrial Portfolio DST | D/A | Commercial | $86,989,247 | $39,666,686 |
| EDGAR ↗ | Sep 4, 2025 | IREX III Industrial Portfolio DST | D/A | Commercial | $86,989,247 | $29,297,968 |
| EDGAR ↗ | Aug 26, 2025 | Invesco Real Estate Income Trust Inc. | D | REITS and Finance | Indefinite | $0 |
| EDGAR ↗ | Aug 11, 2025 | IREX III Industrial Portfolio DST | D/A | Commercial | $86,989,247 | $20,880,872 |
| EDGAR ↗ | Jul 31, 2025 | IREX III Industrial Portfolio DST | D/A | Commercial | $86,989,247 | $9,179,784 |
| EDGAR ↗ | Jul 29, 2025 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $3,811,101,812 |
| EDGAR ↗ | Jul 29, 2025 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $10,604,075,207 |
| EDGAR ↗ | Jul 29, 2025 | Invesco Commercial Mortgage Income - U.S. Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $2,133,615,425 |
| EDGAR ↗ | Jul 25, 2025 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $10,604,075,207 |
| EDGAR ↗ | Jul 25, 2025 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $3,811,101,812 |
| EDGAR ↗ | Jul 25, 2025 | Invesco Commercial Mortgage Income - U.S. Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $2,133,615,425 |
| EDGAR ↗ | Jul 15, 2025 | IREX III Industrial Portfolio DST | D | Commercial | $86,989,247 | $528,162 |
| EDGAR ↗ | Jul 15, 2025 | IREX II Storage Portfolio DST | D/A | Commercial | $85,695,652 | $80,663,234 |
| EDGAR ↗ | May 30, 2025 | Invesco Real Estate Asia Fund V, L.P. | D/A | Pooled Investment Fund | Indefinite | $400,000,000 |
| EDGAR ↗ | May 15, 2025 | Invesco Credit Partners (Cayman) III, L.P. | D/A | Pooled Investment Fund | Indefinite | $457,125,000 |
| EDGAR ↗ | May 15, 2025 | Invesco Credit Partners Fund III, L.P. | D/A | Pooled Investment Fund | Indefinite | $247,250,000 |
| EDGAR ↗ | Apr 9, 2025 | IREX II Storage Portfolio DST | D/A | Commercial | $85,695,652 | $73,482,965 |
| EDGAR ↗ | Apr 9, 2025 | Invesco Commercial Real Estate Finance Trust, Inc. | D/A | REITS and Finance | Indefinite | $411,784,623 |
| EDGAR ↗ | Apr 4, 2025 | Invesco Real Estate Income Trust Inc. | D/A | REITS and Finance | $1,000,000,000 | $591,269,064 |
| EDGAR ↗ | Apr 2, 2025 | Invesco PCO Evergreen Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $185,000,000 |
| EDGAR ↗ | Mar 27, 2025 | IREX II Storage Portfolio DST | D/A | Commercial | $85,695,652 | $49,479,428 |
| EDGAR ↗ | Mar 14, 2025 | IREX II Storage Portfolio DST | D/A | Commercial | $85,695,652 | $46,034,929 |
| EDGAR ↗ | Mar 10, 2025 | Invesco CLO Equity Fund 5 (RN), L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 10, 2025 | IREX II Storage Portfolio DST | D/A | Commercial | $85,695,652 | $39,188,405 |
| EDGAR ↗ | Jan 24, 2025 | IREX II Storage Portfolio DST | D/A | Commercial | $85,695,652 | $15,734,970 |
| EDGAR ↗ | Jan 10, 2025 | IREX II Storage Portfolio DST | D/A | Commercial | $85,695,652 | $12,516,512 |
| EDGAR ↗ | Dec 20, 2024 | IREX Industrial Portfolio I DST | D/A | Commercial | $36,881,720 | $34,877,026 |
| EDGAR ↗ | Dec 11, 2024 | IREX II Storage Portfolio DST | D | Commercial | $85,695,652 | $817,447 |
| EDGAR ↗ | Nov 7, 2024 | IREX Industrial Portfolio I DST | D/A | Commercial | $36,881,720 | $29,094,445 |
| EDGAR ↗ | Oct 28, 2024 | Invesco Direct Lending (L) Fund II, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Oct 18, 2024 | Invesco Real Estate Income Trust Inc. | D/A | REITS and Finance | $20,000,000 | $2,573,047 |
| EDGAR ↗ | Oct 11, 2024 | IREX Industrial Portfolio I DST | D/A | Commercial | $36,881,720 | $26,384,915 |
| EDGAR ↗ | Sep 27, 2024 | IREX Industrial Portfolio I DST | D/A | Commercial | $36,881,720 | $24,793,036 |
| EDGAR ↗ | Jul 26, 2024 | IREX Industrial Portfolio I DST | D/A | Commercial | $36,881,720 | $22,715,723 |
| EDGAR ↗ | Jul 26, 2024 | Invesco Commercial Mortgage Income - U.S. Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,950,600,000 |
| EDGAR ↗ | Jul 25, 2024 | Invesco CLO Equity Fund 6 LLC | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 25, 2024 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $3,039,091,812 |
| EDGAR ↗ | Jul 25, 2024 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $10,511,575,207 |
| EDGAR ↗ | Jun 27, 2024 | Invesco CLO Equity Fund 5, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 21, 2024 | IREX Industrial Portfolio I DST | D/A | Commercial | $36,881,720 | $18,775,964 |
| EDGAR ↗ | May 30, 2024 | IREX Industrial Portfolio I DST | D/A | Commercial | $36,881,720 | $17,917,263 |
| EDGAR ↗ | May 17, 2024 | Invesco Real Estate Asia Fund V, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 15, 2024 | Invesco Credit Partners (Cayman) III, L.P. | D/A | Pooled Investment Fund | Indefinite | $294,435,000 |
| EDGAR ↗ | May 15, 2024 | Invesco Credit Partners Fund III, L.P. | D/A | Pooled Investment Fund | Indefinite | $212,250,000 |
| EDGAR ↗ | May 6, 2024 | IREX Industrial Portfolio I DST | D/A | Commercial | $36,881,720 | $16,359,431 |
| EDGAR ↗ | Apr 12, 2024 | Invesco Commercial Real Estate Finance Trust, Inc. | D/A | REITS and Finance | Indefinite | $104,717,602 |
| EDGAR ↗ | Apr 8, 2024 | IREX Industrial Portfolio I DST | D/A | Commercial | $36,881,720 | $14,455,873 |
| EDGAR ↗ | Apr 4, 2024 | Invesco Real Estate Income Trust Inc. | D/A | REITS and Finance | $1,000,000,000 | $551,138,021 |
| EDGAR ↗ | Apr 2, 2024 | Invesco PCO Evergreen Fund, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 7, 2024 | IREX Industrial Portfolio I DST | D/A | Commercial | $36,881,720 | $10,124,896 |
| EDGAR ↗ | Feb 7, 2024 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $2,970,091,812 |
| EDGAR ↗ | Feb 7, 2024 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $10,511,575,207 |
| EDGAR ↗ | Dec 20, 2023 | IREX Industrial Portfolio I DST | D/A | Commercial | $36,881,720 | $6,437,251 |
| EDGAR ↗ | Nov 15, 2023 | Invesco Commercial Real Estate Finance Trust, Inc. | D | REITS and Finance | $128,128 | $119,928 |
| EDGAR ↗ | Nov 3, 2023 | IREX Industrial Portfolio I DST | D/A | Commercial | $36,881,720 | $4,169,006 |
| EDGAR ↗ | Oct 19, 2023 | Invesco Real Estate Income Trust Inc. | D/A | REITS and Finance | $20,000,000 | $2,210,099 |
| EDGAR ↗ | Oct 10, 2023 | IREX Industrial Portfolio I DST | D | Commercial | $36,881,720 | $1,526,849 |
| EDGAR ↗ | Sep 19, 2023 | Invesco Commercial Real Estate Finance Trust, Inc. | D | REITS and Finance | Indefinite | $0 |
| EDGAR ↗ | Aug 4, 2023 | Invesco Credit Partners Co-Investment (MG) Fund, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 31, 2023 | Invesco Commercial Mortgage Income - U.S. Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,892,600,000 |
| EDGAR ↗ | Jun 26, 2023 | Invesco Commercial Real Estate Finance Trust, Inc. | D | REITS and Finance | $134,375 | $119,325 |
| EDGAR ↗ | Jun 13, 2023 | Invesco Private Balanced-Risk Allocation Fund, Ltd. | D/A | Pooled Investment Fund | Indefinite | $500,000,000 |
| EDGAR ↗ | May 16, 2023 | Invesco Credit Partners (Cayman) III, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 16, 2023 | Invesco Credit Partners Fund III, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 11, 2023 | Invesco Real Estate Income Trust Inc. | D/A | REITS and Finance | $1,000,000,000 | $538,419,384 |
| EDGAR ↗ | Feb 7, 2023 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $2,770,091,812 |
| EDGAR ↗ | Feb 7, 2023 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $10,511,575,207 |
| EDGAR ↗ | Jan 27, 2023 | Invesco Private Credit Opportunities Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $378,500,000 |
| EDGAR ↗ | Jan 10, 2023 | Invesco Real Estate U.S. Fund VI, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,783,335,000 |
| EDGAR ↗ | Dec 30, 2022 | IRE U.S. Fund VI Blocker, LLC | D | Pooled Investment Fund | Indefinite | $410,000,000 |
| EDGAR ↗ | Oct 20, 2022 | Invesco Real Estate Income Trust Inc. | D/A | REITS and Finance | $20,000,000 | $2,210,099 |
| EDGAR ↗ | Sep 7, 2022 | IRE U.S. Fund VI Feeder, L.P. | D | Pooled Investment Fund | Indefinite | $310,000,000 |
| EDGAR ↗ | Jul 29, 2022 | Invesco Direct Lending (UL) Feeder Fund (USD) II, SCSp | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 29, 2022 | Invesco Direct Lending (UL) Feeder Fund II, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 29, 2022 | Invesco Direct Lending II RN Feeder, LLC | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 26, 2022 | Invesco Credit Partners Fund II, L.P. | D/A | Pooled Investment Fund | $104,118,821 | $104,118,821 |
| EDGAR ↗ | Jul 26, 2022 | Invesco Credit Partners (Cayman) II, L.P. | D/A | Pooled Investment Fund | $474,348,000 | $474,348,000 |
| EDGAR ↗ | Jul 21, 2022 | Invesco CLO Equity Fund 3 L.P. | D/A | Pooled Investment Fund | Indefinite | $399,987,602 |
| EDGAR ↗ | Jul 12, 2022 | IRE U.S. Fund VI Employee Feeder, L.P. | D | Pooled Investment Fund | Indefinite | $2,335,000 |
| EDGAR ↗ | Jul 12, 2022 | Invesco Real Estate U.S. Fund VI, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,296,335,000 |
| EDGAR ↗ | Jun 13, 2022 | Invesco Private Balanced-Risk Allocation Fund, Ltd. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 12, 2022 | Invesco Real Estate Income Trust Inc. | D/A | REITS and Finance | $1,000,000,000 | $399,698,792 |
| EDGAR ↗ | Feb 28, 2022 | Invesco CLO Equity Fund 3 L.P. | D/A | Pooled Investment Fund | Indefinite | $351,612,903 |
| EDGAR ↗ | Feb 16, 2022 | Invesco Private Credit Opportunities Fund, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jan 31, 2022 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $2,027,021,812 |
| EDGAR ↗ | Jan 31, 2022 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $10,340,005,207 |
| EDGAR ↗ | Dec 22, 2021 | INVESCO VENTURE ALPHA FUND II, L.P. | D/A | Pooled Investment Fund | $400,000,000 | $255,300,000 |
| EDGAR ↗ | Dec 15, 2021 | Invesco CLO Equity Fund 3 L.P. | D/A | Pooled Investment Fund | Indefinite | $362,000,000 |
| EDGAR ↗ | Nov 30, 2021 | QI Terminal Investor REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Nov 23, 2021 | North & South Loop Portfolio REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Oct 25, 2021 | Invesco Real Estate Income Trust Inc. | D | REITS and Finance | $20,000,000 | $2,185,099 |
| EDGAR ↗ | Sep 30, 2021 | Invesco CLO Equity Fund IV L.P. | D | Pooled Investment Fund | $350,508,000 | $172,945,400 |
| EDGAR ↗ | Jul 14, 2021 | Invesco Real Estate U.S. Fund VI, L.P. | D | Pooled Investment Fund | Indefinite | $692,500,000 |
| EDGAR ↗ | Jul 7, 2021 | Invesco Credit Partners Fund II, L.P. | D/A | Pooled Investment Fund | Indefinite | $61,700,000 |
| EDGAR ↗ | Jul 7, 2021 | Invesco Credit Partners (Cayman) II, L.P. | D/A | Pooled Investment Fund | Indefinite | $395,318,000 |
| EDGAR ↗ | Jun 21, 2021 | Invesco CLO Equity Fund 3 L.P. | D/A | Pooled Investment Fund | Indefinite | $237,000,000 |
| EDGAR ↗ | May 26, 2021 | Invesco Commercial Mortgage Income - U.S. Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,632,600,000 |
| EDGAR ↗ | Mar 31, 2021 | Invesco Real Estate Asia Fund IV (Employee Feeder), L.P. | D | Pooled Investment Fund | $5,800,000 | $5,800,000 |
| EDGAR ↗ | Feb 3, 2021 | Invesco CLO Equity Fund 3 L.P. | D | Pooled Investment Fund | Indefinite | $133,630,000 |
| EDGAR ↗ | Feb 1, 2021 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,254,129,302 |
| EDGAR ↗ | Feb 1, 2021 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $9,639,285,207 |
| EDGAR ↗ | Jan 20, 2021 | Rocket REIT LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 20, 2021 | Crystal REIT Investors, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Nov 20, 2020 | Invesco Real Estate Income Trust Inc. | D | REITS and Finance | $62,500 | $62,500 |
| EDGAR ↗ | Oct 13, 2020 | Invesco Teton Fund LLC | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Sep 23, 2020 | Invesco Credit Partners Opportunities Fund 2020, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Aug 20, 2020 | Invesco Real Estate Income Trust Inc. | D | REITS and Finance | $400,000,000 | $0 |
| EDGAR ↗ | Aug 6, 2020 | INVESCO VENTURE ALPHA FUND II, L.P. | D | Pooled Investment Fund | $400,000,000 | $0 |
| EDGAR ↗ | Jul 6, 2020 | Invesco Credit Partners Fund II, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jul 6, 2020 | Invesco Credit Partners (Cayman) II, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 19, 2020 | Invesco Commercial Mortgage Income - U.S. Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,572,600,000 |
| EDGAR ↗ | Jun 10, 2020 | Invesco Real Estate Asia Fund IV Sidecar One, L.P. | D | Pooled Investment Fund | $50,000,000 | $50,000,000 |
| EDGAR ↗ | Apr 7, 2020 | Invesco Real Estate Asia Fund IV, L.P. | D/A | Pooled Investment Fund | Indefinite | $380,000,000 |
| EDGAR ↗ | Feb 27, 2020 | Invesco Real Estate Asia Fund IV, L.P. | D | Pooled Investment Fund | Indefinite | $100,000,000 |
| EDGAR ↗ | Jan 30, 2020 | Bravern Office Holdings, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 30, 2020 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,023,360,577 |
| EDGAR ↗ | Jan 30, 2020 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $9,063,135,207 |
| EDGAR ↗ | Jun 26, 2019 | Invesco Commercial Mortgage Income - U.S. Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $1,265,000,000 |
| EDGAR ↗ | May 16, 2019 | Invesco ESC Strategic Opportunities III, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 1, 2019 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $834,510,577 |
| EDGAR ↗ | Feb 1, 2019 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $8,707,014,614 |
| EDGAR ↗ | Jan 24, 2019 | Invesco ESC U.S. Value-Add Fund V, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jan 24, 2019 | Invesco U.S. Value-Add Fund V, L.P. | D/A | Pooled Investment Fund | Indefinite | $700,000,000 |
| EDGAR ↗ | Jan 18, 2019 | Invesco Strategic Opportunities III, L.P. | D/A | Pooled Investment Fund | Indefinite | $205,000,000 |
| EDGAR ↗ | Jan 11, 2019 | Invesco U.S. Value-Add Fund V, L.P. | D/A | Pooled Investment Fund | Indefinite | $594,444,444 |
| EDGAR ↗ | Jun 1, 2018 | INVESCO CREDIT PARTNERS FUND, L.P. | D/A | Pooled Investment Fund | $500,000,000 | $146,182,751 |
| EDGAR ↗ | Jun 1, 2018 | INVESCO CREDIT PARTNERS FUND-A, L.P. | D/A | Pooled Investment Fund | $500,000,000 | $146,182,751 |
| EDGAR ↗ | Jun 1, 2018 | INVESCO CREDIT PARTNERS (CAYMAN) L.P. | D/A | Pooled Investment Fund | $500,000,000 | $146,182,751 |
| EDGAR ↗ | Jun 1, 2018 | INVESCO VENTURE ALPHA FUND, L.P. | D/A | Pooled Investment Fund | $300,000,000 | $71,650,000 |
| EDGAR ↗ | Apr 19, 2018 | INVESCO CREDIT PARTNERS FUND, L.P. | D/A | Pooled Investment Fund | $500,000,000 | $123,217,207 |
| EDGAR ↗ | Apr 19, 2018 | INVESCO CREDIT PARTNERS FUND-A, L.P. | D/A | Pooled Investment Fund | $500,000,000 | $123,217,207 |
| EDGAR ↗ | Apr 19, 2018 | INVESCO CREDIT PARTNERS (CAYMAN) L.P. | D/A | Pooled Investment Fund | $500,000,000 | $123,217,207 |
| EDGAR ↗ | Mar 15, 2018 | INVESCO VENTURE ALPHA FUND, L.P. | D/A | Pooled Investment Fund | $300,000,000 | $71,650,000 |
| EDGAR ↗ | Feb 1, 2018 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $586,710,000 |
| EDGAR ↗ | Feb 1, 2018 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $7,756,025,170 |
| EDGAR ↗ | Jan 10, 2018 | Invesco Strategic Opportunities III, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Nov 13, 2017 | Invesco CMI REIT, LLC | D | REITS and Finance | $62,500 | $62,500 |
| EDGAR ↗ | Nov 13, 2017 | Invesco U.S. Income Massachusetts REIT Holdings, LLC | D | REITS and Finance | $62,500 | $62,500 |
| EDGAR ↗ | Nov 13, 2017 | AXIS CMI REIT, LLC | D | REITS and Finance | $62,500 | $62,500 |
| EDGAR ↗ | Oct 20, 2017 | Invesco U.S. Value-Add Fund V, L.P. | D/A | Pooled Investment Fund | Indefinite | $215,000,000 |
| EDGAR ↗ | Oct 2, 2017 | Invesco Commercial Mortgage Income - U.S. Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $595,000,000 |
| EDGAR ↗ | Aug 15, 2017 | Invesco Commercial Mortgage Income - U.S. Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 19, 2017 | Invesco U.S. Value-Add Fund V, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jun 7, 2017 | Invesco Commercial Mortgage Income - U.S. Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | May 9, 2017 | Invesco Commercial Mortgage Income - U.S. Fund, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 19, 2017 | INVESCO CREDIT PARTNERS FUND, L.P. | D | Pooled Investment Fund | $500,000,000 | $0 |
| EDGAR ↗ | Apr 19, 2017 | INVESCO CREDIT PARTNERS FUND-A, L.P. | D | Pooled Investment Fund | $500,000,000 | $0 |
| EDGAR ↗ | Apr 19, 2017 | INVESCO CREDIT PARTNERS (CAYMAN) L.P. | D | Pooled Investment Fund | $500,000,000 | $0 |
| EDGAR ↗ | Apr 17, 2017 | CALSTRS NEW & NEXT GENERATION MANAGER FUND IV, L.P. | D | Pooled Investment Fund | $250,000,000 | $250,000,000 |
| EDGAR ↗ | Mar 8, 2017 | INVESCO VENTURE ALPHA FUND, L.P. | D | Pooled Investment Fund | $300,000,000 | $0 |
| EDGAR ↗ | Feb 3, 2017 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $416,610,000 |
| EDGAR ↗ | Feb 3, 2017 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $7,101,708,602 |
| EDGAR ↗ | Nov 8, 2016 | Runway Sub REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Apr 19, 2016 | Invesco U.S. VA Parallel Fund IV - 1, L.P. | D | Pooled Investment Fund | $100,000,000 | $100,000,000 |
| EDGAR ↗ | Mar 11, 2016 | Invesco U.S. VA Fund IV Blocker A, L.L.C. | D | Pooled Investment Fund | $150,000,000 | $150,000,000 |
| EDGAR ↗ | Mar 11, 2016 | Invesco U.S. VA Parallel Fund IV - 3, L.P | D | Pooled Investment Fund | $150,000,000 | $150,000,000 |
| EDGAR ↗ | Mar 11, 2016 | Invesco U.S. VA Parallel Fund IV - 2, L.P | D | Pooled Investment Fund | $200,000,000 | $200,000,000 |
| EDGAR ↗ | Mar 11, 2016 | Invesco ESC U.S. Value-Add Fund IV, L.P | D | Pooled Investment Fund | $4,155,000 | $4,155,000 |
| EDGAR ↗ | Mar 1, 2016 | WLR Recovery Fund VI, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 4, 2016 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $328,010,000 |
| EDGAR ↗ | Feb 4, 2016 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $6,669,008,602 |
| EDGAR ↗ | Jan 15, 2016 | Invesco U.S. Value-Add Fund IV, L.P. | D/A | Pooled Investment Fund | $500,000,000 | $405,000,000 |
| EDGAR ↗ | Dec 22, 2015 | INVESCO DCP USD FEEDER FUND CE | D/A | Pooled Investment Fund | Indefinite | $814,110,524 |
| EDGAR ↗ | Dec 22, 2015 | Invesco DCP (QE) Feeder Fund LLC | D/A | Pooled Investment Fund | Indefinite | $29,695,404 |
| EDGAR ↗ | Dec 22, 2015 | INVESCO DCP FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $69,041,922 |
| EDGAR ↗ | Oct 13, 2015 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $283,010,000 |
| EDGAR ↗ | Oct 13, 2015 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $6,330,808,602 |
| EDGAR ↗ | Sep 9, 2015 | Invesco U.S. Value-Add Fund IV, L.P. | D/A | Pooled Investment Fund | $500,000,000 | $305,000,000 |
| EDGAR ↗ | Jul 14, 2015 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $273,010,000 |
| EDGAR ↗ | Jul 14, 2015 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $6,239,308,602 |
| EDGAR ↗ | Apr 17, 2015 | Invesco U.S. Value-Add Fund IV, L.P. | D/A | Commercial | $500,000,000 | $295,000,000 |
| EDGAR ↗ | Apr 13, 2015 | ICRE Feeder Fund, L.P. | D | Commercial | Indefinite | $10,000,000 |
| EDGAR ↗ | Apr 13, 2015 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Commercial | Indefinite | $5,922,308,602 |
| EDGAR ↗ | Apr 8, 2015 | Invesco U.S. Income Fund, L.P. | D/A | Other Real Estate | Indefinite | $238,010,000 |
| EDGAR ↗ | Mar 9, 2015 | Invesco U.S. Value-Add Fund IV, L.P. | D/A | Other Real Estate | $500,000,000 | $185,000,000 |
| EDGAR ↗ | Jan 16, 2015 | Invesco U.S. Income Fund, L.P. | D/A | Other Real Estate | Indefinite | $173,010,000 |
| EDGAR ↗ | Jan 16, 2015 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Other Real Estate | Indefinite | $5,830,308,601 |
| EDGAR ↗ | Dec 22, 2014 | 3001 Clarendon REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Dec 22, 2014 | INVESCO DCP USD FEEDER FUND CE | D/A | Pooled Investment Fund | Indefinite | $639,101,387 |
| EDGAR ↗ | Dec 22, 2014 | INVESCO DCP FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $69,041,922 |
| EDGAR ↗ | Dec 22, 2014 | Invesco DCP (QE) Feeder Fund LLC | D/A | Pooled Investment Fund | Indefinite | $29,695,403 |
| EDGAR ↗ | Dec 19, 2014 | ICRE REIT Holdings | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Oct 7, 2014 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $5,771,308,601 |
| EDGAR ↗ | Oct 2, 2014 | IREF IV REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Sep 19, 2014 | Invesco U.S. Value-Add Fund IV, L.P. | D/A | Pooled Investment Fund | $500,000,000 | $125,000,000 |
| EDGAR ↗ | Jul 22, 2014 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $5,646,558,601 |
| EDGAR ↗ | Jul 14, 2014 | Invesco U.S. Value-Add Fund IV, L.P. | D/A | Pooled Investment Fund | $500,000,000 | $100,000,000 |
| EDGAR ↗ | Jun 6, 2014 | Invesco U.S. Value-Add Fund IV, L.P. | D | Pooled Investment Fund | $500,000,000 | $0 |
| EDGAR ↗ | Apr 14, 2014 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $5,386,858,601 |
| EDGAR ↗ | Feb 3, 2014 | INVESCO U.S. INCOME REIT, LLC | D | REITS and Finance | $125,000 | $123,000 |
| EDGAR ↗ | Jan 13, 2014 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $5,176,158,601 |
| EDGAR ↗ | Dec 20, 2013 | 731 Market Street Owner, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Dec 20, 2013 | Clarendon Owners, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Dec 20, 2013 | INVESCO DCP FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $41,764,846 |
| EDGAR ↗ | Dec 20, 2013 | INVESCO DCP USD FEEDER FUND CE | D/A | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 20, 2013 | Invesco DCP (QE) Feeder Fund LLC | D/A | Pooled Investment Fund | Indefinite | $29,695,404 |
| EDGAR ↗ | Dec 10, 2013 | Invesco U.S. Income Fund, L.P. | D/A | Pooled Investment Fund | Indefinite | $133,010,000 |
| EDGAR ↗ | Oct 9, 2013 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $4,959,158,601 |
| EDGAR ↗ | Sep 27, 2013 | BG REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jul 12, 2013 | Invesco ESC Real Estate Fund III, L.P. | D | Pooled Investment Fund | $3,730,000 | $3,730,000 |
| EDGAR ↗ | Jul 11, 2013 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $4,912,158,601 |
| EDGAR ↗ | Jul 10, 2013 | Invesco Real Estate Fund III, L.P. | D/A | Pooled Investment Fund | $750,000,000 | $339,900,000 |
| EDGAR ↗ | May 2, 2013 | Invesco U.S. Income Fund, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Apr 29, 2013 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $4,650,658,600 |
| EDGAR ↗ | Jan 15, 2013 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $4,600,658,600 |
| EDGAR ↗ | Dec 31, 2012 | Invesco ICRE Massachusetts REIT Holdings, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Dec 31, 2012 | 1000 Main REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Dec 28, 2012 | IREF III REIT, LLC | D | REITS and Finance | $125,000 | $123,000 |
| EDGAR ↗ | Dec 20, 2012 | Invesco DCP (QE) Feeder Fund LLC | D/A | Pooled Investment Fund | Indefinite | $14,551,138 |
| EDGAR ↗ | Dec 20, 2012 | INVESCO DCP USD FEEDER FUND CE | D/A | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 20, 2012 | INVESCO DCP FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $41,428,416 |
| EDGAR ↗ | Nov 2, 2012 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $4,000,058,600 |
| EDGAR ↗ | Feb 7, 2012 | Invesco Real Estate Fund III, L.P. | D/A | Pooled Investment Fund | $750,000,000 | $166,675,000 |
| EDGAR ↗ | Jan 17, 2012 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $3,762,391,683 |
| EDGAR ↗ | Dec 22, 2011 | INVESCO DCP USD FEEDER FUND CE | D/A | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 22, 2011 | INVESCO DCP FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $43,600,000 |
| EDGAR ↗ | Dec 22, 2011 | Invesco DCP (QE) Feeder Fund LLC | D/A | Pooled Investment Fund | Indefinite | $9,700,000 |
| EDGAR ↗ | Dec 12, 2011 | Invesco Real Estate Fund III, L.P. | D/A | Pooled Investment Fund | $750,000,000 | $150,000,000 |
| EDGAR ↗ | Oct 19, 2011 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $3,661,691,683 |
| EDGAR ↗ | Apr 13, 2011 | Invesco Real Estate Fund III, L.P. | D | Pooled Investment Fund | $750,000,000 | $0 |
| EDGAR ↗ | Apr 13, 2011 | Invesco Real Estate Debt Fund III, L.P. | D | Pooled Investment Fund | $300,000,000 | $0 |
| EDGAR ↗ | Dec 22, 2010 | Invesco DCP (QE) Feeder Fund LLC | D/A | Pooled Investment Fund | Indefinite | $9,700,000 |
| EDGAR ↗ | Dec 22, 2010 | INVESCO DCP USD FEEDER FUND CE | D/A | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Dec 22, 2010 | INVESCO DCP FEEDER FUND LLC | D/A | Pooled Investment Fund | Indefinite | $28,600,000 |
| EDGAR ↗ | Jul 14, 2010 | Invesco Core Real Estate - U.S.A., L.P. | D/A | Pooled Investment Fund | Indefinite | $2,537,457,228 |
| EDGAR ↗ | Dec 11, 2009 | Invesco DCP (QE) Feeder Fund LLC | D | Pooled Investment Fund | Indefinite | $5,000,000 |
Activity: 4 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 16, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2011), REITS and Finance (2012), Pooled Investment Fund (2013), REITS and Finance (2013–2014), Pooled Investment Fund (2014), REITS and Finance (2014), Commercial (2015), Pooled Investment Fund (2016), REITS and Finance (2016), Pooled Investment Fund (2017), REITS and Finance (2017), Pooled Investment Fund (2018–2019), REITS and Finance (2020), Pooled Investment Fund (2020), REITS and Finance (2020), Pooled Investment Fund (2020), REITS and Finance (2020–2021), Pooled Investment Fund (2021), REITS and Finance (2021), Pooled Investment Fund (2022–2023), REITS and Finance (2023), Pooled Investment Fund (2023), REITS and Finance (2023), Commercial (2023), REITS and Finance (2023), Pooled Investment Fund (2024), Commercial (2024), Pooled Investment Fund (2025), Commercial (2025), REITS and Finance (2025), Commercial (2025), REITS and Finance (2026). Latest offering: Commercial (May 22, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| MK Michael C. Kirby | Executive Officer, Director | 33 | Jul 14, 2010 → Feb 7, 2024 |
| LP Lee Phegley | Executive Officer, Director | 29 | Jul 14, 2010 → Feb 7, 2024 |
| PM Paul Michaels | Director, Executive Officer | 26 | Dec 12, 2011 → Oct 16, 2026 |
| RD R. Scott Dennis | Executive Officer, Director | 24 | May 2, 2013 → Oct 16, 2026 |
| SB SCOTT BASKIND | Executive Officer, Director, Promoter | 24 | Dec 20, 2013 → Dec 2, 2025 |
| PF Peter Feinberg | Executive Officer | 23 | Jan 16, 2015 → Mar 2, 2026 |
| IR INVESCO REALTY, INC. entity | Executive Officer, Promoter | 22 | Dec 31, 2012 → Mar 2, 2026 |
| BZ Beth Zayicek | Executive Officer, Director | 20 | Feb 3, 2017 → May 30, 2025 |
| BC Bert Crouch | Executive Officer, Director | 18 | Jun 19, 2017 → Mar 2, 2026 |
| RR Robert Harris Rigsby | Executive Officer | 18 | Jan 16, 2015 → Jul 26, 2024 |
| JH Jay Hurley | Executive Officer, Director | 16 | Dec 20, 2013 → Mar 2, 2026 |
| KJ Kevin H. Johnson | Executive Officer, Director | 16 | Jul 14, 2010 → Apr 19, 2016 |
| DF David N. Farmer | Executive Officer, Director | 16 | Jul 14, 2010 → Mar 11, 2016 |
| BG Bill Grubbs | Executive Officer, Director | 15 | Dec 31, 2012 → Jul 31, 2023 |
| RR Ronald L. Ragsdale | Executive Officer | 15 | Jul 14, 2010 → Jan 24, 2019 |
| DW Duncan Walker | Executive Officer, Director | 13 | Feb 3, 2014 → Feb 7, 2024 |
| DK Dan Kubiak | Executive Officer | 13 | Jun 19, 2017 → Feb 7, 2024 |
| PT PAUL TRIGGIANI | Executive Officer, Promoter | 11 | Apr 19, 2017 → Nov 25, 2025 |
| TG Tracy Green | Executive Officer, Director | 11 | Dec 28, 2012 → Jan 30, 2020 |
| JG Jason W. Geer | Executive Officer, Director | 10 | Feb 1, 2019 → Jul 31, 2023 |
| AL ANNETTE LEGE | Director | 10 | Mar 8, 2017 → Jan 27, 2023 |
| SG Sam Gillespie | Executive Officer | 10 | Feb 3, 2017 → Jan 30, 2020 |
| RR Ronald Ragsdale | Executive Officer, Director | 10 | Dec 28, 2012 → Nov 13, 2017 |
| CK Cain Kirk | Executive Officer, Director | 9 | Dec 28, 2012 → Jan 20, 2021 |
| GS GREGORY STOECKLE | Executive Officer, Promoter, Director | 9 | Dec 11, 2009 → Jun 1, 2018 |
| SH Stephanie Holder | Director, Executive Officer | 8 | Jul 25, 2024 → Oct 16, 2026 |
| CP Courtney Popelka | Executive Officer, Director | 7 | Jul 25, 2024 → Oct 16, 2026 |
| TW TONY WONG | Director | 7 | May 16, 2023 → Mar 2, 2026 |
| TV TERRY VACHERON | Director | 7 | May 16, 2023 → Mar 2, 2026 |
| HW HALEY WALDRON | Executive Officer | 6 | Nov 23, 2021 → Mar 2, 2026 |
| KE Kevin Egan | Executive Officer | 6 | Oct 13, 2020 → Oct 28, 2024 |
| RP R. Lee Phegley, Jr. | Executive Officer | 6 | Feb 1, 2019 → Jul 26, 2024 |
| SK Sally Kittles | Executive Officer, Director | 6 | Dec 28, 2012 → Nov 13, 2017 |
| RR Ron Ragsdale | Executive Officer, Director | 6 | Sep 27, 2013 → Nov 13, 2017 |
| IF IRI Fund IV, L.P. entity | Executive Officer | 6 | Jun 6, 2014 → Apr 19, 2016 |
| JK Jeffrey H. Kupor | Executive Officer | 6 | Jul 14, 2010 → Oct 7, 2014 |
| RE Roderick Ellis | Director, Executive Officer | 6 | Oct 19, 2011 → Oct 7, 2014 |
| IR Invesco Real Estate Exchange LLC entity | Executive Officer | 5 | Oct 10, 2023 → Oct 13, 2026 |
| ID Invesco DST Manager LLC entity | Executive Officer | 5 | Oct 10, 2023 → Oct 13, 2026 |
| ID IREX Depositor LLC entity | Executive Officer | 5 | Oct 10, 2023 → Oct 13, 2026 |
| RA Rivka Altman | Executive Officer | 5 | Jul 25, 2025 → Jul 10, 2026 |
| KP Kevin PIROZZOLI | Executive Officer | 5 | Jan 20, 2021 → Mar 2, 2026 |
| MC Michael Craig | Executive Officer | 5 | Feb 3, 2021 → Oct 28, 2024 |
| KP Kevin Petrovcik | Director, Executive Officer | 5 | Dec 11, 2009 → Jun 13, 2023 |
| RD Robert Drobny | Director, Executive Officer | 5 | Dec 22, 2014 → Jun 13, 2023 |
| GM GREGORY MCGREEVEY | Director | 5 | Jul 6, 2020 → Jan 27, 2023 |
| CM COLIN MEADOWS | Director | 5 | Mar 8, 2017 → Jun 1, 2018 |
| TW Terrell Weatherl | Executive Officer, Director | 5 | Dec 28, 2012 → Dec 19, 2014 |
| GA G. Mark Armour | Director | 5 | Jul 14, 2010 → Oct 7, 2014 |
| AL Annette Lege | Executive Officer | 5 | Jul 14, 2010 → Oct 9, 2013 |
| CC Calvin Chou | Director | 4 | Feb 27, 2020 → Jul 7, 2026 |
| JC Jason Choi | Director | 4 | Feb 27, 2020 → Jul 7, 2026 |
| CC Chris Cleghorn | Executive Officer | 4 | Feb 1, 2021 → Mar 2, 2026 |
| DK Daniel KUBIAK | Executive Officer | 4 | Feb 3, 2014 → Mar 2, 2026 |
| IL Invesco Loan Manager, LLC entity | Promoter | 4 | Sep 30, 2021 → Dec 2, 2025 |
| RK Ronald Kantowitz | Executive Officer | 4 | Jul 29, 2022 → Oct 28, 2024 |
| IS Invesco Senior Secured Management, Inc. entity | Director, Executive Officer, Promoter | 4 | Jul 29, 2022 → Oct 28, 2024 |
| IF IRI FUND VI, LLC entity | Executive Officer | 4 | Jul 14, 2021 → Jan 10, 2023 |
| ST STEPHEN TOY | Executive Officer, Promoter | 4 | Mar 1, 2016 → Jun 1, 2018 |
| RD Richard S. Dennis | Executive Officer, Director | 4 | Jul 14, 2010 → Jan 16, 2015 |
3 of 30 issuers (first 30 of 82 issuers checked; each issuer page has its own record) have a matched state registry record — records by status: active 3.
Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.
INVESCO SENIOR SECURED MANAGEMENT, INC. — SEC-registered investment adviser · SEC registration status as reported: “Approved” since May 15, 1992 · SEC file 801-38119 · Main office: NEW YORK, NY · IAPD record ↗ · Form ADV filing (PDF) ↗
Regulatory assets under management: $29,378,121,085 as reported on Form ADV filed Mar 25, 2026 (Item 5.F(2)(c)) · 51 accounts (Item 5.F(2)(f))
Websites listed on Form ADV (Item 1.I): www.linkedin.com/company/invesco-ltd ↗
Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.
Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET
INVESCO LOAN MANAGER, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Aug 17, 2020 · SEC file 801-118817 · Main office: NEW YORK, NY · IAPD record ↗ · Form ADV filing (PDF) ↗
Regulatory assets under management: $17,694,615,730 as reported on Form ADV filed Mar 25, 2026 (Item 5.F(2)(c)) · 44 accounts (Item 5.F(2)(f))
Websites listed on Form ADV (Item 1.I): www.linkedin.com/company/invesco-ltd/. ↗
Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.
Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET
No Meta Pixel ids or Facebook / Instagram page links on file for Invesco as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.
Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.
No website or social profile named in Invesco's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #48,281 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓
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