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INVUS FINANCIAL ADVISORS, LLC

CRD 161603File 801-73756
APPROVED
Custody
Filing as of Jul 29, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
Pooled investment vehicles35$8.95B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients3735
Aug 12, 2026RegistrationAPPROVED

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.