Form D · Other Investment Fund
Invesco Institutional Trust C&I Balanced Risk Allocation Fund
Atlanta, GA · CIK 0001695336
Offering snapshot reported Apr 24, 2020 · SEC filing
- Reported sold
- $1.08B Offering amount: $1.08B
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Aug 30, 2013 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
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 |
|---|---|---|---|---|---|
| Apr 24, 2020 | Amendment | $1,082,403,432 | $0vs May 30, 2019 | 3 | SEC filing |
| May 30, 2019 | Amendment | $1,082,403,432 | $727,328vs May 17, 2018 | 3 | SEC filing |
| May 17, 2018 | Amendment | $1,081,676,104 | $700,551vs May 16, 2017 | 3 | SEC filing |
| May 16, 2017 | Initial | $1,080,975,553 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-286815
Fund Terminated as of March 31, 2020, remaining sold amount is $0
No commissions or remuneration will be received by Investor Distributors, Inc. for sales of Units in the fund; however, the promoter may compensate finders for referring investors.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| n/a | None | Invesco Distributors, Inc. · CRD 7369 |
Source: Form D, filed Apr 24, 2020. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| N/A Invesco Advisers, Inc. | Promoter |
| Leslie A. Schmidt | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Atlanta, GA, 30309