INVUS FINANCIAL ADVISORS, LLC
CRD #161603 SEC #801-73756 NEW YORK, NY 212-616-2555
SEC Registered Private Funds
Total AUM
$12.6B
Discretionary
$9.7B
Employees
63
Clients
--
Accounts
34
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $12.6B | $9.7B | $2.8B | 63 | 8 |
| Mar 2025 | $12.8B | $10B | $2.8B | 63 | 9 |
| Nov 2024 | $11.3B | $8.2B | $3.1B | 56 | 5 |
| Jul 2024 | $11.1B | $8B | $3.1B | 56 | 5 |
| May 2024 | $3B | $2.9B | $37.7M | 13 | 6 |
| Mar 2024 | $3B | $2.9B | $37.7M | 13 | 6 |
| Jul 2023 | $3.2B | $3B | $188.7M | 13 | 6 |
| May 2023 | $3.3B | $3.1B | $188.7M | 13 | 6 |
| Mar 2023 | $3.3B | $3.1B | $188.7M | 13 | 6 |
| Jul 2022 | $4.1B | $3.9B | $188.5M | 13 | 6 |
| May 2022 | $4B | $3.8B | $188.5M | 13 | 6 |
| Mar 2022 | $4B | $3.8B | $188.5M | 13 | 6 |
| Aug 2021 | $2.4B | $2.1B | $257.1M | 12 | 5 |
| Jun 2021 | $2.4B | $2.1B | $257.1M | 12 | 5 |
| Mar 2021 | $2.4B | $2.1B | $257.1M | 12 | 5 |
| Mar 2020 | $2B | $1.8B | $204M | 12 | 5 |
| Mar 2019 | $1.8B | $1.7B | $114.6M | 11 | 5 |
| Mar 2018 | $1.2B | $1.1B | $154.8M | 10 | 5 |
| Mar 2017 | $1.3B | $1.1B | $170.8M | 10 | 11 |
| Mar 2016 | $1.3B | $1.1B | $208.5M | 10 | 11 |
| Jun 2015 | $812.5M | $603.9M | $208.6M | 10 | 1 |
| Mar 2015 | $812.5M | $603.9M | $208.6M | 10 | 1 |
| Mar 2014 | $998.9M | $680.5M | $318.4M | 10 | 1 |
| Mar 2013 | $1B | $729.8M | $318.7M | 11 | 11 |
| Feb 2012 | $1B | $748M | $297.3M | -- | 11 |
DateJul 2025
Total AUM$12.6B
Discretionary$9.7B
Non-Disc.$2.8B
Employees63
Clients8
DateMar 2025
Total AUM$12.8B
Discretionary$10B
Non-Disc.$2.8B
Employees63
Clients9
DateNov 2024
Total AUM$11.3B
Discretionary$8.2B
Non-Disc.$3.1B
Employees56
Clients5
DateJul 2024
Total AUM$11.1B
Discretionary$8B
Non-Disc.$3.1B
Employees56
Clients5
DateMay 2024
Total AUM$3B
Discretionary$2.9B
Non-Disc.$37.7M
Employees13
Clients6
DateMar 2024
Total AUM$3B
Discretionary$2.9B
Non-Disc.$37.7M
Employees13
Clients6
DateJul 2023
Total AUM$3.2B
Discretionary$3B
Non-Disc.$188.7M
Employees13
Clients6
DateMay 2023
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$188.7M
Employees13
Clients6
DateMar 2023
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$188.7M
Employees13
Clients6
DateJul 2022
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$188.5M
Employees13
Clients6
DateMay 2022
Total AUM$4B
Discretionary$3.8B
Non-Disc.$188.5M
Employees13
Clients6
DateMar 2022
Total AUM$4B
Discretionary$3.8B
Non-Disc.$188.5M
Employees13
Clients6
DateAug 2021
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$257.1M
Employees12
Clients5
DateJun 2021
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$257.1M
Employees12
Clients5
DateMar 2021
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$257.1M
Employees12
Clients5
DateMar 2020
Total AUM$2B
Discretionary$1.8B
Non-Disc.$204M
Employees12
Clients5
DateMar 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$114.6M
Employees11
Clients5
DateMar 2018
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$154.8M
Employees10
Clients5
DateMar 2017
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$170.8M
Employees10
Clients11
DateMar 2016
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$208.5M
Employees10
Clients11
DateJun 2015
Total AUM$812.5M
Discretionary$603.9M
Non-Disc.$208.6M
Employees10
Clients1
DateMar 2015
Total AUM$812.5M
Discretionary$603.9M
Non-Disc.$208.6M
Employees10
Clients1
DateMar 2014
Total AUM$998.9M
Discretionary$680.5M
Non-Disc.$318.4M
Employees10
Clients1
DateMar 2013
Total AUM$1B
Discretionary$729.8M
Non-Disc.$318.7M
Employees11
Clients11
DateFeb 2012
Total AUM$1B
Discretionary$748M
Non-Disc.$297.3M
Employees--
Clients11