Virtus Advisers, LLC

RIASEC RegisteredEst. 2013

Total AUM

$1.4B

Discretionary

$710M

50% of AUM

Avg account

$101M

Accounts

14

Employees

8

Advisory reps

7

Firm details

Headquarters: Hartford, Connecticut
CRD number: 168955
Registered since: October 23, 2013
Website: www.virtus.com
Custodians: OPPENHEIMER & CO. INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other49.93%
Investment Companies34.91%
Pooled Investment Vehicles14.09%
Corporations / Businesses1.07%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Virtus Advisers, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2013. The firm serves primarily institutional clients and charges both percentage-of-AUM and fixed fees across its client relationships. Its advisory activity spans portfolio management for individuals and small businesses, investment companies, pooled vehicles, and organizations or institutions. Virtus Advisers identifies as an active ESG investor and maintains several industry affiliations, including roles as a broker-dealer affiliate, other investment adviser, CPO/CTA, and sponsor or managing member of pooled investment vehicles. The firm is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities97%
Cash & Cash Equivalents3%

Owners & executives

3 of 4

Richard Smirl
Executive Vice President & Chief Operating OfficerCRD 4232829
Paul-charles Pietranico
Chief Investment OfficerCRD 2597736
Kunal Ghosh
Chief Investment OfficerCRD 7991502

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Contacts

3 of 3

Kathryn Santoro
Registered RepresentativeCRD 5069721
David Hanley
Registered RepresentativeCRD 5455435
Andra Purkalitis
Executive Vice PresidentCRD 3070864

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 31

Active vs passive

$40.7M in ETFs

Passive

9%

$3.6M

Active

<1%

$37M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VIRTUS US DIVIDEND ETF (VUS)				$17.1M	574,897	42.15%

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Primary office

Hartford, CT

Hartford

Location

Hartford, CT

Headquartered in Hartford, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area: Hartford-East Hartford, CT
Region: Northeast
County: Hartford
Address: 1 Financial Plz
Time zone: ET (UTC-5)
Office locations

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