Virtus Investment Advisers, LLC
Firm details
- Headquarters
- Hartford, Connecticut
- CRD number
- 106982
- Registered since
- September 17, 1969
- Website
- corporate.virtus.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Virtus Investment Advisers, LLC is an institutional registered investment adviser that has been SEC-registered since 1969. The firm operates as a capital allocator to institutional clients and charges fees based on a percentage of assets under management. Its advisory remit includes portfolio management for investment companies and the selection of other advisers, and it also performs commodity pool operator or commodity trading advisor activities. The firm reports being an active ESG investor and maintains affiliations across the financial services ecosystem, including broker-dealer relationships and roles as sponsor or general partner of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Richard Smirl
Executive Vice President & Chief Operating OfficerCRD 4232829
James Sena
Chief Compliance OfficerCRD 2735258
Contacts
3 of 80
Alison Severino
Investment Adviser RepresentativeCRD 7371100

Jessica Alvarez
Registered RepresentativeCRD 4249909

Lijo John
Managing DirectorCRD 4958958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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