Form D · Other Investment Fund
Invesco Private Balanced-Risk Allocation Fund, Ltd.
Atlanta, GA · CIK 0001931756
Offering snapshot reported Jun 13, 2023 · SEC filing
- Reported sold
- $500M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jun 13, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 1
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 13, 2023 | Amendment | $500,000,000 | No comparison | 1 | SEC filing |
| Jun 13, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-448952
Fund Closed as of May 31, 2023, remaining sold amount is $0
Source: Form D, filed Jun 13, 2023. 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 |
|---|---|
| Robert Drobny | Director |
| Greg Freer | Director |
| Sheri Morris | Director |
| Kevin Petrovcik | Director |
| Christine Thompson | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
C/O Invesco Advisers, Inc. 1555 Peachtree Street, N.E.
Atlanta, GA, 30309
Atlanta, GA, 30309