VIRTERA PARTNERS LLC

RIASEC RegisteredEst. 2022

Total AUM

$452M

Discretionary

$401M

89% of AUM

Avg account

$5.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PEPPER PIKE, Ohio
CRD number: 308187
Registered since: July 1, 2022
Custodians: CHARLES SCHWAB & CO., INC., KEY BANK
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles49.59%
HNWI40.99%
Charitable Organizations9.42%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Virtera Partners LLC is an independent RIA and other-fund provider organized as an LLC and registered with the SEC in 2022. The firm operates as a capital allocator for both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory scope covers discretionary portfolio management for individuals and small businesses, pooled investment vehicles and institutional clients, plus selection of other advisers. Virtera also acts in sponsor/GP roles and serves as a managing member for pooled vehicles it establishes. Investment activity emphasizes a blended approach: sizable allocations to traditional public mutual funds and separately managed accounts, alongside meaningful commitments to third‑party alternative managers and proprietary private funds. The firm does not identify as an active ESG investor and is not structured as a multi‑state adviser for reporting purposes.