Virtus Investment Advisers, LLC

Overview

Virtus Investment Advisers, LLC is an SEC-registered investment adviser organized as an LLC and operating since 1969. The firm functions primarily as an institutional capital allocator and manages investment vehicles on a fee-percentage-of-AUM basis. It engages in commodity pool operator/commodity trading advisor activities and provides portfolio management for investment companies as well as the selection of other advisers. Virtus reports being an active ESG investor and retains multiple industry roles, including affiliations as a broker-dealer, other investment adviser, CPO/CTA, and sponsor/GP/managing member of pooled investment vehicles. The firm’s client base and product mix emphasize institutional relationships and pooled investment vehicles rather than retail advice. Its organizational setup and advisory activities indicate a mix of in-house portfolio management for funds alongside outsourced or third-party manager selection for specific allocations.

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