VIRTUS CAPITAL ADVISERS, LLC

RIASEC RegisteredEst. 1985

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$6.9M

Accounts

215

Advisory reps

Firm details

Headquarters: HARTFORD, Connecticut
CRD number: 107346
Registered since: February 1, 1985
Website: corporate.virtus.com
Custodians: UBS FINANCIAL SERVICES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, TRUIST INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles44.87%
State / Municipal Government21.03%
Charitable Organizations15.15%
Corporations / Businesses14.36%
Other4.58%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Virtus Capital Advisers, LLC is a fee-based investment adviser that operates as a capital allocator for institutional clients. Registered with the SEC since 1985, the firm combines portfolio management for individuals, pooled vehicles and institutions with the selection of third‑party advisers and pooled vehicle sponsorship. Its activity profile includes CPO/CTA functions and serving as sponsor or GP for pooled investment vehicles. The firm shows a clear tilt toward income strategies: its filings identify a fixed‑income preference with a significant allocation to U.S. government bonds and senior loan exposure. Virtus Capital Advisers also describes itself as an active ESG investor and uses a mix of internally managed strategies and external managers to implement specialty and alternative exposures.