Virtus Alternative Investment Advisers, LLC

RIASEC RegisteredEst. 2007
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$263M
Accounts
4
Advisory reps
6

Firm details

Headquarters
Hartford, Connecticut
CRD number
143732
Registered since
June 8, 2007
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Virtus Alternative Investment Advisers, LLC is an SEC-registered institutional RIA that has been registered since 2007. The firm serves institutional clients and charges fees as a percentage of assets under management. Its advisory mandate centers on portfolio management for investment companies, and it also operates in roles typical of commodity/derivatives managers — registering and operating as a CPO or CTA. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. The organization is structured as an LLC and is owned by a combination of a domestic entity and an individual. Industry ties include relationships with broker-dealers and other investment advisers, and the firm acts as sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Richard Smirl

    Richard Smirl

    Executive Vice President & Chief Operating OfficerCRD 4232829

  • James Sena

    Chief Compliance OfficerCRD 2735258

Contacts

3 of 4
  • David Hanley

    David Hanley

    Registered RepresentativeCRD 5455435

  • Andra Purkalitis

    Andra Purkalitis

    Executive Vice PresidentCRD 3070864

  • Jennifer Fromm

    Vice President and Senior CounselCRD 4276280

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth