VIRTUS FIXED INCOME ADVISERS, LLC

RIASEC RegisteredEst. 2008
Total AUM
$34.9B
Discretionary
$34.9B
100% of AUM
Avg account
$154M
Accounts
226
Employees
95
Advisory reps
8

Firm details

Headquarters
HARTFORD, Connecticut
CRD number
146029
Registered since
January 25, 2008
Website
www.seixadvisors.com
Custodians
CITIGROUP, NA
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies37.82%
  • Pension & Profit Sharing Plans21.93%
  • State / Municipal Government11.96%
  • Pooled Investment Vehicles9.56%
  • Sovereign Wealth Funds5.72%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Virtus Fixed Income Advisers, LLC is a fixed-income–focused adviser and fund sponsor that operates as a limited liability company and has been SEC-registered since 2008. The firm serves both individual/family and institutional clients and manages pooled vehicles in addition to separate accounts. Its business model combines portfolio management for individuals, small businesses, institutions and investment companies with sponsor and GP roles for pooled investment vehicles; it also performs CPO/CTA activities. Fee arrangements include asset-based charges and performance-linked fees. The firm identifies as an active ESG investor and is classified primarily under securitized asset funds while also acting as an “other” fund provider.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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: Non-Investment Grade Corp Bonds 28%, Investment Grade Corp Bonds 27%, Other 16%, US Government Bonds 14%, Public Funds/Mutual Funds 8%, State & Local Bonds 3%, Cash & Cash Equivalents 3%, Sovereign Bonds 1%, Private Funds 1%28%
  • Non-Investment Grade Corp Bonds28%
  • Investment Grade Corp Bonds27%
  • Other16%
  • US Government Bonds14%
  • Public Funds/Mutual Funds8%

Owners & executives

3 of 3

  • RICHARD SMIRL

    Executive Vice President & Chief Operating OfficerCRD 4232829

  • MICHAEL ANGERTHAL

    Chief Financial OfficerCRD 5632934

  • DEIRDRE DILLON

    Chief Compliance OfficerCRD 5469512

Contacts

3 of 5

  • MICHAEL SEBESTA

    Managing DirectorCRD 2315984

  • MICHELLE GALLO

    AccountingCRD 2214280

  • KIMBERLY MAICHLE

    DirectorCRD 6367698

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$113M in ETFs

Passive

12%

$13.2M

Active

87%

$99.4M

ETFProviderStyleCategoryValueShares% of portfolio
VIRTUS NEWFLEET SECURITIZED INCOME ETF (VABS)ActiveShort Term Bond$64.8M2,680,59657.58%
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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