Balanced-Risk Allocation Fund of the Invesco Institutional Trust — Form D

Balanced-Risk Allocation Fund of the Invesco Institutional Trust of ATLANTA, GA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2017-05-11. $2.5B was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2017-05-11
Form: D
Accession: 0001695330-17-000001
Industry: Pooled Investment Fund
Exemptions: 06c
Amount sold: $2.5B
Minimum investment: $5.0M
Investors: 37
Date of first sale: 2012-06-15
Security types: fund interests
SEC file number: 021-286521

Issuer

Name: Balanced-Risk Allocation Fund of the Invesco Institutional Trust
CIK: 0001695330
Entity type: Business Trust
Jurisdiction: NEW HAMPSHIRE
Address: 1555 PEACHTREE ST NE STE 1100, ATLANTA, GA, 30309
Phone: 404-439-4571

Officers, directors & promoters (5)

Name	Role	Location
Christine Thompson	Executive Officer	Atlanta, GA
Christine Thompson	Related Person	Atlanta, GA
N/A Invesco Advisers, Inc.	Promoter	Atlanta, GA
Leslie A Schmidt	Executive Officer	Atlanta, GA
Leslie A. Schmidt	Related Person	Atlanta, GA

Other filings by this issuer (10)

Filed	Form	Offering	Sold
2026-05-01	D/A	—	$3.4B
2025-03-12	D/A	—	$3.4B
2025-01-15	D/A	—	$3.4B
2024-02-08	D/A	—	$3.4B
2023-04-27	D/A	—	$3.4B
2022-04-28	D/A	—	$3.4B
2021-05-05	D/A	—	$3.4B
2020-04-29	D/A	—	$3.0B
2019-05-02	D/A	—	$3.0B
2018-04-12	D/A	—	$3.0B

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