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 Vehicles54.28%
- Other45.72%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
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
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 Equities62%
- Other30%
- Cash & Cash Equivalents4%
- Derivatives2%
- Private Funds2%
Owners & executives
2 of 2Carmen Taton
Chief Financial OfficerCRD 5664840
Philip Bafundo
Chief Financial OfficerCRD 1736806
Contacts
2 of 2
Sacha 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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