Investment adviser · CRD 161603
INVUS FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jul 29, 2026
- Regulatory AUM
- $16.5B Form ADV · Item 5.F
- Client accounts
- 37 Accounts, not individual clients
- Employees
- 70 Reported in this filing
- Advisory professionals
- 43 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 35 | $8,947,926,511 | 54.3% |
| Other clients | 2 | $7,538,120,866 | 45.7% |
Filing source
Form ADV 2119837 · Jul 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
27 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ATM, LPHedge Fund · Last reported Jul 29, 2026$3.49BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 1328
Fund details & source
- Fund ID
- 805-8395382826
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 2119837 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INVUS, L.P.Other Private Fund · Last reported Jul 29, 2026$629MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 1328
Fund details & source
- Fund ID
- 805-3017171608
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 2119837 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INVOPPS VI, L.P.Private Equity Fund · Last reported Jul 29, 2026$483MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM, LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-2662805489
- Reported beneficial owners
- 14
- Minimum commitment
- $1M
- Form D file number
- 021-541153
Form ADV 2119837 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INVOPPS IV, L.P.Private Equity Fund · Last reported Jul 29, 2026$467MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM, LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-8329704958
- Reported beneficial owners
- 18
- Minimum commitment
- $1M
- Form D file number
- 021-315711
Form ADV 2119837 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INVOPPS V, L.P.Private Equity Fund · Last reported Jul 29, 2026$452MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM, LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-7857010078
- Reported beneficial owners
- 24
- Minimum commitment
- $1M
- Form D file number
- 021-394154
Form ADV 2119837 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INVOPPS FT1A, LLCPrivate Equity Fund · Last reported Jul 29, 2026$426MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RSM, LLP
PCAOB 49
MARCO POLO SECURITIES LLC
CRD 46561 · SEC 8-51480
Fund details & source
- Fund ID
- 805-9466328669
- Reported beneficial owners
- 38
- Minimum commitment
- $1M
- Form D file number
- 021-314443
Form ADV 2119837 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ML GROWTH, LLCPrivate Equity Fund · Last reported Jul 29, 2026$380MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM, LLP
PCAOB 49
Fund details & source
- Fund ID
- 805-1999363120
- Reported beneficial owners
- 57
- Minimum commitment
- $1M
- Form D file number
- 021-414913
Form ADV 2119837 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 29, 2026. View historical filings
Reported services
Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
126 EAST 56TH STREET, 20TH FLOORNEW YORK, NY, 10022, United States
CRD 161603
Filing source
Form ADV 2119837 · Jul 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.