Invus Financial Advisors, LLC

RIASEC RegisteredEst. 2012
Total AUM
$16.5B
Discretionary
$13.8B
84% of AUM
Avg account
$446M
Accounts
37
Employees
70
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
161603
Registered since
March 30, 2012
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles54.28%
  • Other45.72%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Invus Financial Advisors, LLC is a privately held investment manager that operates as a multifaceted fund sponsor and adviser to institutional clients. Organized as an LLC and registered with the SEC since 2012, the firm functions across hedge fund and private equity strategies and also acts as a sponsor or general partner of pooled investment vehicles. Its advisory work includes portfolio management for pooled vehicles and selecting third‑party managers, and it performs commodity pool/CTA activities as part of its business mix. The firm serves institutional investors and charges a mix of fees — percentage of AUM, fixed fees, performance‑based fees and other arrangements. It does not identify as an active ESG investor and is not structured as a multi‑state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Other 30%, Cash & Cash Equivalents 4%, Derivatives 2%, Private Funds 2%62%
  • Exchange Traded Equities62%
  • Other30%
  • Cash & Cash Equivalents4%
  • Derivatives2%
  • Private Funds2%

Owners & executives

2 of 2
  • Carmen Taton

    Chief Financial OfficerCRD 5664840

  • Philip Bafundo

    Chief Financial OfficerCRD 1736806

Contacts

2 of 2
  • Sacha Lainovic

    Sacha Lainovic

    Managing DirectorCRD 6023420

  • Leslie Lake

    Leslie Lake

    Co-Founder and Managing DirectorCRD 1677686

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
126 E 56th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth