Virtus Family Office

RIASEC RegisteredEst. 2021
Total AUM
$727M
Discretionary
$727M
100% of AUM
Avg account
$3.4M
Accounts
211
Employees
5
Advisory reps
2

Firm details

Headquarters
El Paso, Texas
CRD number
298272
Registered since
January 14, 2021
Website
www.virtus-usa.com
Custodians
UBS FINANCIAL SERVICES INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI79.06%
  • Pooled Investment Vehicles15.4%
  • Individuals3.35%
  • Corporations / Businesses2.19%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Virtus Family Office is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides a mix of financial planning and discretionary portfolio management across individual, pooled vehicle and institutional mandates, and also performs manager selection on behalf of clients. Its client billing includes percentage-of-AUM and fixed-fee arrangements, plus other fee structures. Virtus is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Exchange Traded Equities 20%, Private Funds 15%, Sovereign Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%, Other 1%61%
  • Public Funds/Mutual Funds61%
  • Exchange Traded Equities20%
  • Private Funds15%
  • Sovereign Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Norma Peralta Morales

    Norma Peralta Morales

    Chief Investment Officer and Chief Compliance OfficerCRD 7335148

Contacts

1 of 1

  • Jesus Duran

    Operations AssociateCRD 8052723

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 29

Active vs passive

$57M in ETFs

Passive

96%

$54.8M

Active

1%

$2.2M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO RAFI EMERGING MARKETS ETF (PXH)InvescoPassiveDiversified Emerging Mkts$7.8M279,20313.66%
Unlock additional holdings →

Location

Primary office

El Paso, TX

El Paso

Location

El Paso, TX

Headquartered in El Paso, TX, anchoring the El Paso-Las Cruces, TX-NM metro in the South.

Metro area
El Paso-Las Cruces, TX-NM
Region
South
County
El Paso
Address
500 W Overland Ave
Time zone
CT (UTC-6)
Office locations

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