VIRTUS INVESTMENT ADVISERS, LLC

RIASEC RegisteredEst. 1969
Total AUM
$51.7B
Discretionary
$51.7B
100% of AUM
Avg account
$488M
Accounts
106
Employees
1
Advisory reps
85

Firm details

Headquarters
HARTFORD, Connecticut
CRD number
106982
Registered since
September 17, 1969
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Virtus Investment Advisers, LLC operates as an institutional-focused asset manager and capital allocator that provides portfolio management for investment companies and selects sub‑advisers. The firm is organized as an LLC and is fee‑based on a percentage of assets under management. Its activities include commodity pool operator/commodity trading advisor functions and it maintains industry affiliations that span broker‑dealer relationships, other investment adviser roles, and sponsor/manager positions for pooled investment vehicles. The firm reports being an active ESG investor, indicating environmental, social, or governance factors are integrated into some investment processes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RICHARD SMIRL

    Executive Vice President & Chief Operating OfficerCRD 4232829

Contacts

3 of 84
  • Alison Severino

    Investment Adviser RepresentativeCRD 7371100

  • JESSICA ALVAREZ

    Registered RepresentativeCRD 4249909

  • LIJO JOHN

    Managing DirectorCRD 4958958

Unlock 81 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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