Invus Financial Advisors, LLC
● SEC registered since 2012CRD 161603SEC# 801-73756New York, NY
Ranks #634 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$16.21B
Fund GAV
$8.82B
Private funds
26
Employees
70
Accounts
37
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 $16.2 billion in regulatory assets under management and employs 70 people. Invus Financial Advisors, LLC manages 26 private funds with combined gross assets of $8.8 billion, including Atm, LP. By regulatory assets, it ranks 634 of 6,004 private fund managers.
Invus Financial Advisors, LLC private funds
26 funds · $8.82B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Atm, LP | Hedge | $3.39B | — |
| Invus, L.P. | Other Private | $628.9M | — |
| Invopps VI, L.P. | Private Equity | $483.5M | $1M |
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Join to unlock · $37/moInvus Financial Advisors, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carmen Nmn Taton Control | Chief Financial Officer | Under 5% | 2011 |
| Invus Alternative Assets Advisors, LLC Control | Member | 10-25% | 2007 |
| Leslie Laura Lake Control | Vice President, Secretary, Treasurer | Under 5% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Invus Financial Advisors, LLC manage?
Invus Financial Advisors, LLC reports $16.2 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 26 private funds with combined gross assets of $8.8 billion.
How many employees does Invus Financial Advisors, LLC have?
Invus Financial Advisors, LLC reports 70 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
| Address | 126 East 56th Street, 20th Floor, New York, NY 10022 |
| Phone | 212-616-2555 |
| Fax | 212-616-2556 |
| Office hours | 9a.m. - 6p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1802978 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$16.21B▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
AUM vs fund managersTop 11%
Larger than 89% of 6,004 private-fund managers
Number of fundsTop 9%
More funds than 91% of fund managers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$16.21Bregulatory AUM
Discretionary $13.6BNon-discretionary $2.61B
Fund type mix
Private Equity20
Hedge4
Other Private2
Service providers
Prime broker
Custodian
Administrator