Form D · Other Investment Fund
Invesco Strategic Opportunities III, L.P.
Dallas, TX · CIK 0001727546
Offering snapshot reported Jan 18, 2019 · SEC filing
- Reported sold
- $205M Indefinite offering
- Investors reported
- 6 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 18, 2018 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 6
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 18, 2019 | Amendment | $205,000,000 | No comparison | 6 | SEC filing |
| Jan 10, 2018 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- Not reported
limited partnership interest
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Invesco Distributors, Inc. | 7369 | Invesco Distributors, Inc. · CRD 7369 |
Source: Form D, filed Jan 18, 2019. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
INVESCO STRATEGIC OPPORTUNITIES III, L.P.
Investment adviser: INVESCO ADVISERS, INC.
- Gross asset value
- $467M
- Beneficial owners
- 10
- ADV minimum commitment
- $10M
Reported in Form ADV on Jun 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PWC
PCAOB 238
WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09
Filing source
Form ADV 2108455 · Jun 11, 2026 · Schedule D 7.B.(1), fund 805-9123756349
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 |
|---|---|
| Bert Crouch | Executive |
| R. Scott Dennis | Executive |
| Peter Feinberg | Executive |
| Sam Gillespie | Executive |
| Bill Grubbs | Executive |
| Jay Hurley | Executive |
| [Entity] Invesco Realty, Inc. | Executive |
| [Entity] Invesco Strategic Opportunities Iii Gp, Llc | Executive |
| Michael C. Kirby | Executive |
| Dan Kubiak | Executive |
| Paul Michaels | Executive |
| Lee Phegley | Executive |
| Ronald L. Ragsdale | Executive |
| Robert Harris Rigsby | Executive |
| Beth Zayicek | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Dallas, TX, 75201