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INVUS FINANCIAL ADVISORS, LLC
CRD 161603File 801-73756
APPROVED
Custody
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$16.49B
Top 10% of cohort (national)
Discretionary AUM
$13.85B
Non-discretionary $2.64B
Clients
35
37 accounts
Employees
70
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 30, 2012
- Principal office
- 126 EAST 56TH STREET, 20TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-616-2555
- Website
- https://www.invus.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $16.49B
- Discretionary AUM
- $13.85B
- Non-discretionary AUM
- $2.64B
- Discretionary accounts
- 36
- Non-discretionary accounts
- 1
- Total accounts
- 37
- AUM per client
- $471.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 35 | $8.95B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 37 | 35 | decreased by2 |
| Aug 1, 2026 | AUM | $16,213,992,520 | $16,486,047,377 | increased by$272,054,857 |
| Apr 1, 2026 | Employees | 63 | 70 | increased by7 |
| Apr 1, 2026 | Clients | 34 | 37 | increased by3 |
| Apr 1, 2026 | AUM | $12,584,167,776 | $16,213,992,520 | increased by$3,629,824,744 |
| Apr 1, 2026 | Accounts | 34 | 37 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $12,775,441,412 | $12,584,167,776 | decreased by$191,273,636 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 63 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 26 | 34 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,138,008,035 | $12,775,441,412 | increased by$8,637,433,377 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 25 | 34 | increased by9 |
| Aug 1, 2022 | AUM | $4,005,053,035 | $4,138,008,035 | increased by$132,955,000 |
| Jun 1, 2022 | AUM | $3,965,916,035 | $4,005,053,035 | increased by$39,137,000 |
| Apr 1, 2022 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2022 | Clients | 21 | 26 | increased by5 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVUS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVUS FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.