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| Invus Financial Advisors LLC
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| CRD # | 161603 |
| SEC # | 801-73756 |
| CIK # | 0001404553, 0001802978 |
| AUM | 16.21 B (2026-05-29) |
| Employees | 70 (61% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 0.5 | ||
| Kymera Therapeutics Inc | 0.3 | ||
| Erasca Inc | 0.2 | ||
| Edgewise Therapeutics Inc | 0.1 | ||
| BeiGene Ltd | 0.1 | ||
| BCTG Acquisition Corp | 0.1 | ||
| Bicara Therapeutics Inc | 0.1 | ||
| Revolution Medicines Inc | 0.1 | ||
| Arrowhead Research Corp | 0.1 | ||
| Veradermics Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Invopps VI LP | [2026-03-31] | 483.5 M | |
| Filed 2025-03-17 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Invopps VI US LP | [2026-03-31] | 123.0 M | |
| Filed 2025-03-17 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | FCP-Mly LP | 2025-03-28 | 100.6 M | |
| HF | ATM LP | 2024-07-25 | 3,387.9 M | |
| HF | Avicenna Life SCI Master Fund LP | [2024-07-25] | 207.0 M | 348.1 M |
| Filed 2025-07-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Invus LP | 2024-07-25 | 628.9 M | |
| Other | Invus Public Equities LP | 2024-07-25 | 2,382.0 M | |
| PE | Invopps FT3 LP | [2024-03-28] | 205.0 M | 199.2 M |
| Filed 2023-11-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| PE | QI Growth LLC | [2023-03-31] | 20.3 M | |
| Filed 2022-04-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| PE | Invopps FT3A LP | [2022-03-30] | 210.3 M | 200.6 M |
| Filed 2023-12-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 35 | 8.8 |
| (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 | 7.4 |
| Total | 37 | 16.2 |
| By Discretionary | ||
| Discretionary | 36 | 13.6 |
| Non-Discretionary | 1 | 2.6 |
| Total | 37 | 16.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.1 | |
| United States Persons | 2.1 | |
| Total | 37 | 16.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Nicole Ramroop | Director | 44 | 19 | |
| Sacha Lainovic | Executive Officer | 19 | 2 | |
| Bryan Kim | Executive Officer | 16 | 2 | |
| Raymond Debbane | Executive Officer | 14 | 2 | |
| Ifa Pe GP II LLC | Promoter | 3 | 2 | |
| Invopps FT3 GP LLC | Director | 2 | 1 | |
| Invopps GP VI LLC | Promoter | 2 | 1 | |
| Invus Financial Advisors LLC | Executive Officer, Promoter | 2 | 1 | |
| Leslie Lake | Director, Executive Officer | 2 | 1 | |
| Invopps GP V LLC | Promoter | 2 | 1 | |
| Invus Opportunities GP III LLC | Promoter | 2 | 1 | |
| Invopps GP IV LLC | Promoter | 2 | 1 | |
| Invus Financial Advisers LLC | Executive Officer | 1 | 1 | |
| Avicenna Management LP | Promoter | 1 | 1 | |
| Avicenna Life Sci Master GP LLC | Executive Officer | 1 | 1 | |
| The Invus Group LLC | Promoter | 1 | 1 | |
| ML Growth GP LLC | Director | 1 | 1 | |
| Invus Financial Advisors LLC Invus Financial Advisors LLC | Executive Officer | 1 | 1 | |
| Invopps FT3A GP LLC | Director | 1 | 1 | |
| Invus Financial Advisors GP LLC | Executive Officer | 1 | 1 | |
| Qi Growth Manager LLC | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001404553] | |
| 3 | [0001404553] | |
| 4 | [0001404553] | |
| 13F-HR | [0001802978] | |
| 13F-NT | [0001802978] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 9 (59 non-US) |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Lexicon Pharmaceuticals Inc LXRX
Series A Convertible Preferred Stock · derivative
|
2024-05-10 | Grant | 1,150,922 | $108.50 | 124,875,037 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2024-05-10 | Option exercise | 57,546,100 | ||
|
Lexicon Pharmaceuticals Inc LXRX
Series A Convertible Preferred Stock · derivative
|
2024-05-10 | Option exercise | 1,150,922 | $0.00 | |
|
Lexicon Pharmaceuticals Inc LXRX
Series A Convertible Preferred Stock
|
2024-03-13 | Grant | 1,150,922 | $108.50 | 124,875,037 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2023-06-05 | Buy | 27,775,050 | $2.60 | 72,215,130 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2022-08-05 | Buy | 2,426,070 | $2.50 | 6,065,175 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2022-08-01 | Buy | 16,173,800 | $2.50 | 40,434,500 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2020-12-16 | Buy | 10,937,500 | $3.20 | 35,000,000 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2018-06-28 | Buy | 57,724 | $12.45 | 718,664 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2018-06-27 | Buy | 125,114 | $12.54 | 1,568,930 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2018-06-25 | Buy | 228,264 | $12.95 | 2,956,019 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2018-06-22 | Buy | 25,461 | $13.36 | 340,159 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2018-06-21 | Buy | 51,600 | $13.27 | 684,732 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2018-06-20 | Buy | 12,391 | $13.28 | 164,552 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2018-06-19 | Buy | 8,982 | $13.45 | 120,808 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2018-06-18 | Buy | 36,584 | $13.06 | 477,787 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2018-06-14 | Buy | 9,200 | $12.66 | 116,472 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2018-06-12 | Buy | 107,023 | $12.83 | 1,373,105 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2018-06-11 | Buy | 98,626 | $12.75 | 1,257,482 |
|
Lexicon Pharmaceuticals Inc LXRX
Common Stock
|
2018-06-08 | Buy | 29,747 | $12.89 | 383,439 |
| showing 20 of 40 most recent transactions | |||||
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15.19 B | |
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MA | 14.90 B |