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Invus Financial Advisors, LLC

● SEC registered since 2012CRD 161603SEC# 801-73756New York, NY
Export (members)
Ranks #541 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$12.58B
Fund GAV
$6.79B
Private funds
24
Employees
63
Accounts
34
Location
New York, NY

Invus Financial Advisors, LLC assets under management

Invus Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2012. It reports $12.6 billion in regulatory assets under management and employs 63 people. Invus Financial Advisors, LLC manages 24 private funds with combined gross assets of $6.8 billion, including Atm, LP. By regulatory assets, it ranks 541 of 5,911 private fund managers.

Invus Financial Advisors, LLC private funds

24 funds · $6.79B GAV
FundTypeGross assetsMin.
Atm, LPHedge$2.39B
Invus, L.P.Other Private$632.4M
Invus Opportunities Fund III, LPPrivate Equity$442.9M$1M
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Invus Financial Advisors, LLC owners & executives

11 reported
NameTitleOwnershipSince
Carmen Nmn Taton ControlChief Financial OfficerUnder 5%2011
Invus Alternative Assets Advisors, LLC ControlMember10-25%2007
Leslie Laura Lake ControlVice President, Secretary, TreasurerUnder 5%2007
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Frequently asked questions

How much does Invus Financial Advisors, LLC manage?

Invus Financial Advisors, LLC reports $12.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Invus Financial Advisors, LLC manage?

Invus Financial Advisors, LLC manages 24 private funds with combined gross assets of $6.8 billion.

How many employees does Invus Financial Advisors, LLC have?

Invus Financial Advisors, LLC reports 63 employees.

Where is Invus Financial Advisors, LLC located?

Invus Financial Advisors, LLC is based in New York, NY and has been SEC-registered since 2012.

Does Invus Financial Advisors, LLC disclose fund performance?

Invus Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address126 East 56th Street, 20th Floor, New York, NY 10022
Phone212-616-2555
Fax212-616-2556
Office hours9a.m. - 6p.m.
SEC regionNew York Regional Office (NYRO)
CIK1802978
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$9.75B
Non-discretionary$2.84B
Total (RAUM)$12.58B