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
4

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 organized as an LLC and is registered with the SEC since 2012. The firm operates as a manager of pooled investment vehicles with a focus on institutional clients, acting in roles that include adviser and sponsor/GP for pooled products. Its business model centers on closed-end and pooled real estate strategies; compensation combines an asset-based fee with performance-linked fees. The firm does not describe itself as an active ESG investor and is not designated as a multi-state adviser or pension consultant.

Assets & Accounts

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

3 of 4
  • William Strong

    William Strong

    Chief Operating Officer & Chief Financial OfficerCRD 2653448

  • Kevin White

    Kevin White

    Senior Managing Director and Chief Investment OfficerCRD 7895913

  • Craig Davis

    Craig Davis

    General Counsel and Chief Compliance OfficerCRD 6881520

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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