Invus Financial Advisors, Llc
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 161603
· SEC file 801-73756
· New York, NY
· www.linkedin.com
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ADV data as of Jul 29, 2026
- Regulatory AUM
- $16.5B
- Discretionary
- $13.8B
- Clients
- 37
- Avg AUM / client
- $446M
- Accounts
- 37
- Employees
- 70
AUM over time
$813M
$16.5B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 35 | $8.9B | 54.3% |
| Other | 2 | $7.5B | 45.7% |
Private funds (23)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $5.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Atm, Lp | Hedge Fund | Bermuda | $1.8B | 1 |
| Invus, L.P. | Other Private Fund | Bermuda | $927M | 2 |
| Invopps V, L.P. master | Private Equity Fund | Cayman Islands | $371M | 24 |
| Invopps Iv, L.P. master | Private Equity Fund | Cayman Islands | $370M | 18 |
| Invus Opportunities Fund Iii, Lp master | Private Equity Fund | Cayman Islands | $364M | 4 |
| Invopps Ft1 A, Llc | Private Equity Fund | Delaware | $238M | 38 |
| Invopps V Us, L.P. | Private Equity Fund | Delaware | $236M | 21 |
| Avicenna Life Sci Master Fund Lp master | Hedge Fund | Cayman Islands | $205M | 4 |
| Invus Opportunities Fund Iii Us, Lp | Private Equity Fund | Delaware | $196M | 14 |
| Invopps Iv Us, L.P. | Private Equity Fund | Delaware | $190M | 18 |
| Ml Growth, Llc | Private Equity Fund | Delaware | $179M | 52 |
| Ifa Pe Fund Ii, Lp master | Private Equity Fund | Cayman Islands | $177M | 4 |
| Invus Alternative Strategy Fund, Lp | Hedge Fund | Delaware | $99.0M | 14 |
| Invopps Ft3 A, Lp | Private Equity Fund | Cayman Islands | $94.8M | 24 |
| Ifa Pe Fund Ii Us, Lp | Private Equity Fund | Delaware | $91.5M | 17 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lainovic, Sacha, Nmn | President | Jun 2000 (26y) | ≈ 18.75% – 50% via Peconic, L.L.C. | |
| Lake, Leslie, Laura | Vice President, Secretary, Treasurer | Jan 2007 (20y) | ≈ 18.75% – 50% via Xeg, Llc | |
| Taton, Carmen, Nmn | Chief Financial Officer | Jun 2011 (15y) | Less than 5% | |
| Debbane, Raymond, Joseph | Managing Member | Mar 2021 (5y) | ≈ 5.63% – 25% via Siren, L.L.C. | |
| Bafundo, Philip, Joseph | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Peconic, L.L.C. | Member | Jan 2007 | A | 25% – 50% |
| Xeg, Llc | Member | Jan 2007 | A | 25% – 50% |
| Invus Alternative Assets Advisors, Llc | Member | Jan 2007 | A | 10% – 25% |
| Siren, L.L.C. | Managing Member | Jul 2024 | B | ≈ 7.5% – 25% via Invus Alternative Assets Advisors, Llc |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lainovic, Sacha, Nmn: 75% – 100% of Peconic, L.L.C. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Lake, Leslie, Laura: 75% – 100% of Xeg, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Debbane, Raymond, Joseph: 75% – 100% of Siren, L.L.C. × 75% – 100% of Invus Alternative Assets Advisors, Llc × 10% – 25% direct ≈ 5.63% – 25% of the firm
- Siren, L.L.C.: 75% – 100% of Invus Alternative Assets Advisors, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (23, $5.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Atm, Lp | Hedge Fund | $1.8B | $0 | 1 |
| Invus, L.P. | Other Private Fund | $927M | $0 | 2 |
| Invopps V, L.P. | Private Equity Fund | $371M | $1.0M | 24 |
| Invopps Iv, L.P. | Private Equity Fund | $370M | $1.0M | 18 |
| Invus Opportunities Fund Iii, Lp | Private Equity Fund | $364M | $1.0M | 4 |
| Invopps Ft1 A, Llc | Private Equity Fund | $238M | $1.0M | 38 |
| Invopps V Us, L.P. | Private Equity Fund | $236M | $1.0M | 21 |
| Avicenna Life Sci Master Fund Lp | Hedge Fund | $205M | $50.0M | 4 |
| Invus Opportunities Fund Iii Us, Lp | Private Equity Fund | $196M | $1.0M | 14 |
| Invopps Iv Us, L.P. | Private Equity Fund | $190M | $1.0M | 18 |
| Ml Growth, Llc | Private Equity Fund | $179M | $1.0M | 52 |
| Ifa Pe Fund Ii, Lp | Private Equity Fund | $177M | $1.0M | 4 |
| Invus Alternative Strategy Fund, Lp | Hedge Fund | $99.0M | $1.0M | 14 |
| Invopps Ft3 A, Lp | Private Equity Fund | $94.8M | $1.0M | 24 |
| Ifa Pe Fund Ii Us, Lp | Private Equity Fund | $91.5M | $1.0M | 17 |
| Invopps Ft3, Lp | Private Equity Fund | $91.3M | $1.0M | 6 |
| Fs Io 1 A, Llc | Private Equity Fund | $50.2M | $1.0M | 4 |
| Invus Alternative Strategy Fund, Ltd | Hedge Fund | $44.2M | $1.0M | 7 |
| Qi Growth Llc | Private Equity Fund | $19.7M | $1.0M | 4 |
| Invopps Ft Pj Llc | Private Equity Fund | $11.4M | $1.0M | 5 |
| Invopps Mt1 A Lp | Private Equity Fund | $10.9M | $1.0M | 9 |
| Ifa Pe Master Fund, Lp | Private Equity Fund | $10.4M | $1.0M | 5 |
| Ifa Pe Domestic Fund, Lp | Private Equity Fund | $5.1M | $1.0M | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 7.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Goldman Sachs $2.4B (15% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗