|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Invus Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 161603 |
| SEC # | 801-73756 |
| CIK # | 0001802978 |
| AUM | $12.6 B (2025-07-29) |
| Employees | 63 (65% Investors, 0% Brokers) |
| Phone | 212-616-2555 |
| Address | 126 East 56th Street New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Scholar Rock Holding Corp | 0.3 | ||
| Kymera Therapeutics Inc | 0.1 | ||
| BeiGene Ltd | 0.1 | ||
| FS Development Corp | 0.1 | ||
| Crinetics Pharmaceuticals Inc | 0.0 | ||
| Bicara Therapeutics Inc | 0.0 | ||
| Dyne Therapeutics Inc | 0.0 | ||
| Centessa Pharmaceuticals PLC | 0.0 | ||
| Merus NV | 0.0 | ||
| Apellis Pharmaceuticals Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Ifo-Mly LP | 2025-03-28 | 4.0 | |
| HF | ATM LP | 2024-07-25 | 2,392.8 | |
| HF | Avicenna Life SCI Master Fund LP | [2024-07-25] | 0.0 | 236.0 |
| Other | Invus LP | 2024-07-25 | 632.4 | |
| Other | Invus Public Equities LP | 2024-07-25 | 2,382.0 | |
| PE | Invopps FT3 LP | [2024-03-28] | 205.0 | 168.0 |
| PE | QI Growth LLC | [2023-03-31] | 0.0 | 21.3 |
| PE | Invopps FT3A LP | [2022-03-30] | 210.3 | 169.2 |
| PE | Invopps Ft-Pj LLC | 2022-03-30 | 30.8 | |
| PE | Invopps V LP | [2022-03-30] | 0.0 | 406.1 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 32 | 6.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 5.8 |
| Total | 34 | 12.6 |
| By Discretionary | ||
| Discretionary | 33 | 9.7 |
| Non-Discretionary | 1 | 2.8 |
| Total | 34 | 12.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.9 | |
| United States Persons | 1.7 | |
| Total | 34 | 12.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Nicole Ramroop | 42 | |||
| Sacha Lainovic | 19 | |||
| Bryan Kim | 16 | |||
| Raymond Debbane | 13 | |||
| IFA PE GP II LLC | 3 | |||
| Leslie Lake | 2 | |||
| Invus Financial Advisors LLC | 2 | |||
| Invopps GP V LLC | 2 | |||
| Invus Opportunities GP III LLC | 2 | |||
| Invopps GP IV LLC | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802978] | |
| 13F-NT | [0001802978] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blackstone Ireland Limited
✚
|
13.6 | |
|
Canyon Capital Advisors LLC
✚
|
TX | 13.6 |
|
GAM International Management Limited
✚
|
13.6 | |
|
LibreMax Capital LLC
✚
|
NY | 13.5 |
|
Irradiant Partners LP
✚
|
CA | 13.0 |
|
Altimeter Capital Management LP
✚
|
MA | 12.7 |
|
Paradigm Operations LP
✚
|
CA | 12.7 |
|
Greenoaks Capital Partners LLC
✚
|
CA | 12.6 |
|
Ivy Hill Asset Management LP
✚
|
NY | 12.5 |
|
3G Capital Partners LP
✚
|
NY | 12.4 |