Invesco Senior Secured Management, Inc.

RIASEC RegisteredEst. 1992
Total AUM
$29.4B
Discretionary
$29.4B
100% of AUM
Avg account
$576M
Accounts
51
Employees
109
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
107590
Registered since
May 15, 1992
Custodians
STATE STREET BANK AND TRUST COMPANY, EUROCLEAR, U.S. BANK, N.A., BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies50.86%
  • Pooled Investment Vehicles36.18%
  • Insurance Companies5.13%
  • Pension & Profit Sharing Plans3.99%
  • Banking / Thrift Institutions3.54%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Invesco Senior Secured Management, Inc. is a corporate manager focused on institutional clients, operating as a multifaceted fund sponsor that runs hedge, private equity, securitized-asset and other pooled strategies. The firm is SEC‑registered (since 1992) and provides portfolio management for investment companies, pooled investment vehicles and institutional or business accounts. It also operates in a commodity pool/CTA capacity and reports being an active ESG investor. Compensation includes both a percentage-of-AUM component and performance-based fees. Ownership appears to combine domestic entities and individuals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 66%, Investment Grade Corp Bonds 28%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 2%, Non-Investment Grade Corp Bonds 1%66%
  • Other66%
  • Investment Grade Corp Bonds28%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities2%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

3 of 3
  • Scott Baskind

    Scott Baskind

    Head of Global Private Credit, Chief Investment OfficerCRD 6177301

  • Joshua Levit

    Joshua Levit

    Chief Compliance OfficerCRD 6601366

  • Terry Vacheron

    Terry Vacheron

    Chief Financial OfficerCRD 7311967

Contacts

3 of 4
  • Robert Drobny

    Robert Drobny

    Operating OfficerCRD 2771047

  • Antonio Reina

    Antonio Reina

    Associate General CounselCRD 6273724

  • Courtney Popelka

    Managing DirectorCRD 5722920

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
225 Liberty St
Time zone
ET (UTC-5)
Office locations

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