VIRTUS ADVISERS, LLC

RIASEC RegisteredEst. 2013

Total AUM

$1.4B

Discretionary

$710M

50% of AUM

Avg account

$101M

Accounts

Employees

Advisory reps

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 SEC-registered registered investment adviser organized as an LLC and serving primarily institutional clients. The firm provides portfolio management across multiple client types, including individuals and small businesses, pooled investment vehicles, investment companies, and institutional or business accounts. Compensation is a mix of percentage-of-assets-under-management and fixed fees. Virtus Advisers identifies as an active ESG investor and reports affiliations spanning broker-dealer relationships, other investment advisers, commodity pool operator/CTA roles, and sponsorship or general partner positions in pooled vehicles. The adviser is not structured as a multi-state or newly formed manager and does not describe itself as a capital allocator or pension consultant in the source data. Ownership is listed as a domestic entity/individual.