Invus Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $16.2B in regulatory assets under management, 70 employees, and 37 accounts.
Assets Under Management
$16.2B
Employees
70
Offices
--
Total Clients
37
Primary office
NEW YORK, NY
126 EAST 56TH STREET, 20TH FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 94.6% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
94.6%
35
2
ADVISORY SERVICES FOR SEPARATELY MANAGED ACCOUNTS
5.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$16.2Bas of March 31, 2026
Discretionary83.9%
$13.6B
84% of total RAUM83.9%
Non-discretionary16.1%
$2.6B
16% of total RAUM16.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$16.2B
Total Accounts37
10Y AUM Change+$15.0B (+1189.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees70
Clients per Employee1:1
10Y Employee Change+60 (+600.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.