Form D · Other Investment Fund
INVESCO INSTITUTIONAL TRUST
Nashua, NH · CIK 0001459165
Offering snapshot reported Jan 27, 2014 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 27, 2014 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jan 27, 2014 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Sep 6, 2013 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jun 1, 2012 | Amendment | $174,000,000 | No comparison | 2 | SEC filing |
| Feb 14, 2012 | Amendment | $6,897,258 | No comparison | 3 | SEC filing |
| Jan 19, 2012 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Nov 16, 2011 | Amendment | $174,000,000 | No comparison | 2 | SEC filing |
| Mar 2, 2011 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Nov 18, 2010 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-210759
units of beneficial interest of Global Asset Allocation Strategy Fund, a series of the Invesco Institutional Trust
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| - | None | Invesco Distributors, Inc. · CRD 7369 |
Source: Form D, filed Jan 27, 2014. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
INVESCO INSTITUTIONAL TRUST BALANCED RISK ALLOCATION FUND
Investment adviser: INVESCO ADVISERS, INC.
- Gross asset value
- $307M
- Beneficial owners
- 16
- ADV minimum commitment
- $500K
Reported in Form ADV on Jun 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
STATE STREET BANK & TRUST
LEI 93748
Filing source
Form ADV 2108455 · Jun 11, 2026 · Schedule D 7.B.(1), fund 805-4975753122
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Inc. Invesco Advisers, | Promoter |
| Invesco Advisers, Inc. | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Nashua, NH, 03063