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| Invus Financial Advisors LLC
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| |
|---|---|
| CRD # | 161603 |
| SEC # | 801-73756 |
| CIK # | 0001802978 |
| AUM | $11.1 BB (2024-07-25) |
| Employees | 56 (61% Investors, 0% Brokers) |
| Phone | 212-616-2555 |
| Address | 126 East 56th Street New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001802978 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Taboolacom Ltd | 624.2 | 34.3 | |
| Arcus Biosciences Inc | 1,751.4 | 24.6 | |
| IHS Holding Ltd | 3,393.2 | 7.5 | |
| Oric Pharmaceuticals Inc | 191.9 | 7.1 | |
| Coupang Inc | 22,382.9 | 6.2 | |
| Novocure Ltd | 7,533.3 | 6.0 | |
| DMY Technology Group Inc III | 929.3 | 3.5 | |
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | ATM LP | 2024-07-25 | 1,835.4 | |
| HF | Avicenna Life SCI Master Fund LP | [2024-07-25] | 0.0 | 0.0 |
| Other | Invus LP | 2024-07-25 | 926.8 | |
| Other | Invus Public Equities LP | 2024-07-25 | 2,382.0 | |
| PE | Invopps FT3 LP | [2024-03-28] | 205.0 | 91.3 |
| PE | QI Growth LLC | [2023-03-31] | 0.0 | 19.7 |
| PE | Invopps FT3A LP | [2022-03-30] | 210.3 | 94.8 |
| PE | Invopps Ft-Pj LLC | 2022-03-30 | 11.4 | |
| PE | Invopps V LP | [2022-03-30] | 0.0 | 370.9 |
| PE | Invopps V US LP | [2022-03-30] | 0.0 | 236.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 30 | 8.0 |
| (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 | 1 | 3.1 |
| Total | 31 | 11.1 |
| By Discretionary | ||
| Discretionary | 28 | 8.0 |
| Non-Discretionary | 3 | 3.1 |
| Total | 31 | 11.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.8 | |
| United States Persons | 1.3 | |
| Total | 31 | 11.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Nicole Ramroop | 39 | |||
| Sacha Lainovic | 17 | |||
| Raymond Debbane | 13 | |||
| Bryan Kim | 13 | |||
| IFA PE GP II LLC | 3 | |||
| Invus Financial Advisors LLC | 2 | |||
| Invus Opportunities GP III LLC | 2 | |||
| Leslie Lake | 2 | |||
| Invopps GP IV LLC | 2 | |||
| Invopps GP V LLC | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802978] |
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