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Ubc Russell 3000 Index Fund, a Series of Invesco Multi-Series Fund II, LLC

Other Private FundFund ID 805-7592974234Delaware, United States
Gross assets
$1.23B
Min. investment
$500K
Beneficial owners
16
Size rank
Top 6%
Audited
Yes
Structure
Standalone

About this fund

Ubc Russell 3000 Index Fund, a Series of Invesco Multi-Series Fund II, LLC is a other private fund managed by Invesco Advisers, Inc.. The fund reports $1.2 billion in gross assets, placing it among the top 6% of private funds by size. The stated minimum investment is $500,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-7592974234
Fund typeOther Private Fund — PASSIVE INDEX FUND
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Ownership

Owned by the adviser or related persons0%
Owned by funds of funds0%
Owned by non-U.S. persons0%

Other funds from this manager

FundTypeGross assets
Invesco Core Real Estate - U.s.a., L.P.Other Private$14.05B
Invesco Private Prime Fund, a Series of Invesco Multi Series Funds II, LLCLiquidity$13.17B
Invesco Commercial Mortgage Income Fund, L.P.Hedge$5.5B
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Frequently asked questions

How large is Ubc Russell 3000 Index Fund, a Series of Invesco Multi-Series Fund II, LLC?

Ubc Russell 3000 Index Fund, a Series of Invesco Multi-Series Fund II, LLC reports $1.2 billion in gross assets, among the top 6% of private funds by size.

What is the minimum investment for Ubc Russell 3000 Index Fund, a Series of Invesco Multi-Series Fund II, LLC?

The stated minimum investment is $500,000.

Who manages Ubc Russell 3000 Index Fund, a Series of Invesco Multi-Series Fund II, LLC?

Ubc Russell 3000 Index Fund, a Series of Invesco Multi-Series Fund II, LLC is managed by Invesco Advisers, Inc.

Does Ubc Russell 3000 Index Fund, a Series of Invesco Multi-Series Fund II, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian
Administrator
Auditor
Marketer