Invus Financial Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Invus Financial Advisors (IFA) provides investment advisory services to private pooled investment vehicles (Funds) offered to sophisticated investors, including high net worth individuals, families, and institutions. IFA also offers discretionary and non-discretionary advisory services to separately managed accounts. IFA's investment strategies aim for capital appreciation through long-term investing in private equity, public equities, and fund of hedge funds.

Assets Under Management$13B
Clients34
AdvisorsN/A
Avg. per Client$370M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Invus Financial Advisors (IFA) manages investments for private pooled investment vehicles and separately managed accounts. IFA charges a management fee, which is not based on capital appreciation.

For private equity funds, the management fee is up to 2% annually, based on committed capital during the investment period and net remaining cost of aggregate investments after the investment period. For funds investing in both private and public securities, the management fee is based on actual costs and expenses. Funds investing in public securities are generally assessed a management fee of up to approximately 2% of the net asset value. For the fund of hedge funds, the management fee is up to 1% of assets under management annually.

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