VORTUS INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$412M
Discretionary
$412M
100% of AUM
Avg account
$68.6M
Accounts
6
Employees
6
Advisory reps
3

Firm details

Headquarters
FORT WORTH, Texas
CRD number
166178
Registered since
July 14, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Vortus Investment Advisors, LLC is a privately held investment manager organized as an LLC and registered with the SEC since 2015. The firm positions itself primarily as a private equity fund manager serving institutional clients and operates as sponsor, general partner and managing member of pooled investment vehicles. Its business activities include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for pooled vehicles. Compensation is a combination of a percentage of assets under management and performance‑based fees. Vortus does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Brian Hansen

    Managing PartnerCRD 8111944

  • JEFFREY MILLER

    Managing Partner & Co-FounderCRD 2254867

  • BRIAN CRUMLEY

    Managing Partner & Co-FounderCRD 6374336

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

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
407 Throckmorton St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth