Clients
Invus Financial Advisors serves 37 clients, 35 of them pooled investment vehicles. The average client has about $446 million with the firm.
- Pooled investment vehicles35 clients54%
- Other2 clients46%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 35 | $8,947,926,511 | 54.3% | $255.7M |
| Other | 2 | $7,538,120,866 | 45.7% | $3.77B |
| Total | 37 | $16,486,047,377 | 100% | $445.6M |
- Clients
- 35
- Regulatory AUM
- $8,947,926,511
- Share
- 54.3%
- Avg. per client
- $255.7M
- Clients
- 2
- Regulatory AUM
- $7,538,120,866
- Share
- 45.7%
- Avg. per client
- $3.77B
Total
- Clients
- 37
- Regulatory AUM
- $16,486,047,377
- Share
- 100%
- Avg. per client
- $445.6M
What it does
Invus Financial Advisors provides portfolio management for pooled vehicles, selecting other managers and other activities. It is paid through a percentage of assets, fixed fees, performance-based fees and other arrangements.
Invus Financial Advisors advises 26 private funds.
84.0% of assets ($13.85B across 36 accounts) are managed with discretion; $2.64B across 1 account is not. 59% of clients are outside the U.S., and 9 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks62%
- Funds2%
- Cash4%
- Other32%
- Direct investments in publicly traded and private companies.30%
- Derivatives2%
Custodians
Invus Financial Advisors’ client accounts are held mainly at Goldman Sachs &, with 15% of managed assets. Invus Financial Advisors has custody of client assets.
- Goldman Sachs &Goldman Sachs & Co. LLC · New York, NY · $2.45B15%
- All other custodians$14.04B85%
Ownership and leadership
Peconic, L.L.C. owns 25% to 50% of Invus Financial Advisors.
- Owns 25% to 50% of Invus Financial Advisors, LLC
Peconic, L.L.C.
Control person · since January 2007
- Owns 75% or more of Peconic, L.L.C.
Sacha Lainovic
Control person · since June 2000
- Owns 25% to 50% of Invus Financial Advisors, LLC
Xeg, LLC
Control person · since January 2007
- Owns 75% or more of Xeg, LLC
Leslie Lake
Control person · since February 2007
- Owns 10% to 25% of Invus Financial Advisors, LLC
Invus Alternative Assets Advisors, LLC
Control person · since January 2007
- Owns 75% or more of Invus Alternative Assets Advisors, LLC
Siren, L.L.C.
Control person · since July 2024
- Owns 75% or more of Siren, L.L.C.
Raymond Debbane
Control person · since March 2021
Leadership
- Sacha LainovicPresident
- Leslie LakeVice President, Secretary, Treasurer
- Carmen TatonChief Financial Officer
- Philip BafundoChief Compliance Officer
Staff
- 70 employees
- 43 in advisory functions
Fees
Invus Financial Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other.
Invus Financial Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Invus Financial Advisors has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 126 East 56th Street, 20th Floor, New YorkHQ
Registration details
- Legal name
- Invus Financial Advisors, LLC
- Headquarters
- 126 East 56th Street, 20th Floor, New York, NY 10022
- Phone
- 212-616-2555
- Website
- www.invus.com
- SEC file
- 801-73756
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Invus Financial Advisors have?
Invus Financial Advisors has 37 clients and manages $16.5 billion for them, as of July 2026. They include 35 pooled investment vehicles and 2 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Invus Financial Advisors offer?
Invus Financial Advisors provides portfolio management for pooled vehicles, selecting other managers and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Invus Financial Advisors use?
Invus Financial Advisors’ separately managed account assets are held at Goldman Sachs & Co. LLC (New York, NY), with $2,448,237,177. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does Invus Financial Advisors have?
Invus Financial Advisors has 0 investment adviser representatives registered with state securities authorities, out of 70 employees, and 43 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Invus Financial Advisors invest in?
At the end of its last fiscal year, Invus Financial Advisors’ separately managed accounts held 62% exchange-traded equities, 30% direct investments in publicly traded and private companies., 4% cash and equivalents, 2% derivatives and 2% pooled vehicles (private funds and similar). It advises 26 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Invus Financial Advisors?
Invus Financial Advisors is owned through a chain of holding companies by Raymond Debbane, Sacha Lainovic and Leslie Lake. Its direct owners are Invus Alternative Assets Advisors, LLC, Peconic, L.L.C. and Xeg, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Invus Financial Advisors get paid?
Invus Financial Advisors is paid through a percentage of assets under management, fixed fees, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file