# Invesco Institutional Trust C&I Balanced Risk Allocation Fund — Form D

Invesco Institutional Trust C&I Balanced Risk Allocation Fund of ATLANTA, GA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2017-05-16. $1.1B was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2017-05-16
- Form: D
- Accession: 0001695336-17-000001
- Industry: Pooled Investment Fund
- Exemptions: 06c
- Amount sold: $1.1B
- Minimum investment: $1.0M
- Investors: 3
- Date of first sale: 2013-08-30
- Security types: fund interests
- SEC file number: 021-286815

## Issuer

- Name: Invesco Institutional Trust C&I Balanced Risk Allocation Fund
- CIK: 0001695336
- Entity type: Business Trust
- Jurisdiction: NEW HAMPSHIRE
- Incorporated: 2013
- Address: 1555 PEACHTREE ST NE, ATLANTA, GA, 30309
- Phone: 404-439-4571

## Officers, directors & promoters (2)

| Name | Role | Location |
| --- | --- | --- |
| N/A Invesco Advisers, Inc. | Promoter | Atlanta, GA |
| Leslie A Schmidt | Executive Officer | Atlanta, GA |

## Other filings by this issuer (3)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2020-04-24](https://search.stillhousedata.com/formd/0001695336-20-000001) | D/A | $1.1B | $1.1B |
| [2019-05-30](https://search.stillhousedata.com/formd/0001695336-19-000001) | D/A | — | $1.1B |
| [2018-05-17](https://search.stillhousedata.com/formd/0001695336-18-000001) | D/A | — | $1.1B |

## More

- [CIK 1695336 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1695336&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001695336-17-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.