VIRTUA CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$52.7M
Discretionary
$52.7M
100% of AUM
Avg account
$4.4M
Accounts
12
Employees
3
Advisory reps
2

Firm details

Headquarters
Scottsdale, Arizona
CRD number
289606
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Virtua Capital Management, LLC is a small, institutionally focused manager that runs pooled investment vehicles centered on real estate and securitized-asset strategies. The firm operates as a limited liability company and acts as sponsor of limited partnerships, positioning itself as the manager for multi-investor funds rather than a direct retail advisor. Its advisory mandate is primarily portfolio management for pooled investment vehicles, and its fee model is percentage-of-AUM. Investment activity is concentrated: the firm advises a slate of private funds and allocates to third-party alternative managers where appropriate. The manager’s stated classifications—Real Estate Fund, Securitized Asset Fund and Multifaceted Fund Manager—signal a focus on structured fixed-income and property-backed exposures, with portfolio construction driven by fund-level vehicles rather than one-off advisory accounts.

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

Contacts

2 of 2
  • Quynh Palomino

    Co-Founder and PrincipalCRD 6643066

  • Curtis Christensen

    Senior ConsultantCRD 2892862

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

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
14301 N 87th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth