VIRTUS FAMILY OFFICE
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
FINTRXOverview
Virtus Family Office is an independent, LLC-structured registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator that combines advisory work with the selection of outside managers. Core advisory services listed include financial planning and portfolio management across individual accounts, pooled vehicles, and business or institutional mandates. Fee arrangements are a mix of percentage-of-AUM, fixed fees, and other structures. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities20%
- Private Funds15%
- Sovereign Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Norma Peralta Morales
Chief Investment Officer and Chief Compliance OfficerCRD 7335148
Contacts
1 of 1Jesus Duran
Operations AssociateCRD 8052723
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$52.9M in ETFs
98%
$51.8M
1%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI EMERGING MARKETS ETF (PXH) | Invesco | Passive | Diversified Emerging Mkts | $7.4M | 273,371 | 13.91% |
Location
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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