Invesco Senior Secured Management Inc (New York)


Invesco Senior Secured Management Inc is a large advisory firm based in New York. It manages $27.82 billion of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois and New York.

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Invesco Senior Secured Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Invesco Senior Secured Management: assets under management

The assets under management (AUM) of Invesco Senior Secured Management Inc is $27.82 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 581% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.82 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $567.76 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Invesco Senior Secured Management Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Invesco Senior Secured Management Inc

Gregory Gerard Mcgreevey has been acting as President since 1 Mar 2013. Annette Janecka Lege joined the executive team most recently as the Director.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Frank Janeway Keeler Chairman & director 1 Jul 1998 Other 1815288
Inc. Invesco Private Capital Holdings Sole shareholder 1 Jan 1999 75% - 100% 13-3948459
Anthony Richard Clemente President, managing director & director 1 Sep 1999 Other 3189087
Luis Alberto Aguilar Chief legal/compliance officer & asst. secretary 1 Sep 1999 Other 2965418
Debra Merritt Vice president, chief financial officer & director 1 Feb 2001 Other 4361806
Brian Ken Kawakami Chief compliance officer 1 Jul 2002 Other 1441148
David Alexander Hartley Director 1 Oct 2003 Other 2220099
John Davis Rogers Director, chairman 1 Oct 2003 Other 4345430
Annette J Lege Director 1 Oct 2003 Other 2220099
Jeffrey Howard Kupor Secretary and general counsel 1 Dec 2003 Other 3070180
Gregory Stoeckle Managing director 1 Apr 2005 Other 5123125
Gregory Stoeckle Managing director 1 Nov 2005 Other 5211758
Inc. Invesco Advisers Sole shareholder 1 Dec 2005 75% - 100% 105360
Inc. Invesco Institutional (N.A.) Sole shareholder 1 Dec 2005 75% - 100% 105360
Todd Lawrence Spillane Chief compliance officer 1 May 2006 Other 1884586
Gregory Mark Armour Director/chairman 1 Jan 2007 Other 5269141
Scott Alan Trapani Chief compliance officer 1 Mar 2009 Other 4243871
Scott A Trapani Chief compliance officer 1 Mar 2009 Other 4243871
Robert Phillip Drobny Operating officer 1 Jun 2010 Other 2771047
Annette Janecka Lege Director 1 Jan 2011 Other 2244646
Scott David Baskind Vice president & portfolio manager 1 Jan 2013 Other 6177301
Gregory Gerard Mcgreevey Director 1 Mar 2013 Other 2990466
Karen Dunn Kelley Chairman 1 Mar 2013 Other 1084249
Roderick George Howard Ellis Director 1 Mar 2013 Other 4354580
Lisa Lee Gray Chief compliance officer 1 Jul 2013 Other 3048858
Mark William Gregson Controller 1 Mar 2014 Other 2630230
Scott David Baskind Head of global senior loans & chief investment offcer 1 May 2014 Other 6177301
Robert Raymond Leveille Chief compliance officer 1 Jun 2016 Other 5305652
Tara Mary Mcaleer Chief compliance officer 1 Aug 2016 Other 5579284
Stephen William Swanson Secretary and general counsel 1 Oct 2016 Other 1723258
Annette Janecka Lege Director 1 Mar 2017 Other 2244646

Indirect Owners

The SEC currently registers 19 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Ivz Sole shareholder 1 Feb 1997 75% - 100% 58-2287224
Inc. Avz Sole shareholder 1 Feb 1997 75% - 100% 58-2287224
Amvescap Plc Sole shareholder 1 Feb 1997 75% - 100% united kingdom
Invesco Plc Sole shareholder 1 Feb 1997 75% - 100% united kingdom
Invesco Holding Company Limited Sole shareholder 1 Feb 1997 75% - 100% united kingdom
Inc. Invesco Sole shareholder 1 May 1998 75% - 100% 58-1707262
Inc. Invesco Institutional (N.A.) Sole shareholder 1 May 1998 75% - 100% 58-1707262
Inc. Invesco North American Holdings Sole shareholder 1 Jun 1998 75% - 100% usa-delaware
Inc. Amvescap Group Services Sole shareholder 1 Dec 2000 75% - 100% 58-1995394
Inc. Invesco Group Services Sole shareholder 1 Dec 2000 75% - 100% 58-1995394
Inc. Invesco Management Group Sole shareholder of invesco north american holdings, inc. 1 Dec 2000 75% - 100% 58-1995394
Invesco Holding Company Limited Sole shareholder 1 Jan 2002 75% - 100% united kingdom
Invesco Ltd. Sole shareholder 1 Jan 2002 75% - 100% bermuda
Invesco Ltd. Sole shareholder 1 Dec 2007 75% - 100% bermuda
Inc. Invesco Management Group Sole shareholder 1 Dec 2009 75% - 100% 76-0528004
Ivz Uk Limited Sole shareholder of invesco north american holdings, inc. 1 Jan 2010 75% - 100% united kingdom
Invesco Ltd Sole shareholder of invesco holding company limited 1 Jan 2010 75% - 100% bermuda
Inc. Invesco Group Services Sole shareholder 1 Jun 2010 75% - 100% 58-1995394
Ivz Uk Limited Sole shareholder 1 Sep 2010 75% - 100% united kingdom

Based in New York

The principal office where Invesco Senior Secured Management Inc performs its advisory services is located at 1166 Ave Of The Americas, New York, NY 10036, which is also the mailing address of the firm. An additional office of the firm is in Downers Grove, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-278-9000 or by fax 212-278-9064. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at institutional.invesco.com.