INVUS FINANCIAL ADVISORS, LLC
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 Vehicles54.38%
- Other45.62%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Invus Financial Advisors, LLC is an SEC-registered investment manager organized as an LLC and active since 2012. The firm positions itself as a multifaceted fund manager and sponsor that serves institutional clients, combining pooled-vehicle portfolio management with selection of third-party advisers. Its business mix includes roles typical of a sponsor or general partner for pooled vehicles and, operationally, it also registers activity as a CPO/CTA. Fee arrangements across client relationships and funds include asset-based fees, fixed fees and performance-based components. The firm does not list ESG investing as an active priority.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Other29%
- Cash & Cash Equivalents5%
- Private Funds2%
- Derivatives1%
Owners & executives
2 of 2CARMEN TATON
Chief Financial OfficerCRD 5664840
PHILIP BAFUNDO
Chief Financial OfficerCRD 1736806
Contacts
2 of 2SACHA LAINOVIC
Managing DirectorCRD 6023420
LESLIE LAKE
Co-Founder and Managing DirectorCRD 1677686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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