VIRTUS REAL ESTATE LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$286M
Accounts
4
Employees
41
Advisory reps
3

Firm details

Headquarters
AUSTIN, Texas
CRD number
164146
Registered since
August 31, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Virtus Real Estate LLC is a privately held limited liability company that operates as a real estate fund manager focused on institutional clients. The adviser is SEC-registered (since 2012) and provides portfolio management for pooled investment vehicles rather than direct advisory services to retail households. Compensation combines asset-based fees with performance-linked fees. The firm functions as a sponsor/GP and managing member of pooled investment vehicles and also acts as sponsor of limited partnerships; it does not present itself as a capital allocator or a multi-state adviser and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

3 of 3
  • WILLIAM STRONG

    Chief Operating Officer & Chief Financial OfficerCRD 2653448

  • Kevin White

    Senior Managing Director and Chief Investment OfficerCRD 7895913

  • Craig Davis

    General Counsel and Chief Compliance OfficerCRD 6881520

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

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
835 W 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth