Virtus Advisers, LLC

RIASEC Registered

Total AUM

$1.4B

Discretionary

$710M

50% of AUM

Avg account

$101M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hartford, Connecticut
CRD number: 168955
Registered since: October 23, 2013
Website: www.virtus.com
Custodians: OPPENHEIMER & CO. INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other49.93%
Investment Companies34.91%
Pooled Investment Vehicles14.09%
Corporations / Businesses1.07%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Virtus Advisers, LLC is an institutional registered investment adviser that provides portfolio management across client types including individuals, pooled vehicles, investment companies, and businesses or institutions. The firm is registered with the SEC (registered in 2013) and serves primarily institutional clients. Its fee schedules include both percentage-of-assets and fixed-fee arrangements. Virtus Advisers describes itself as an active ESG investor and maintains relationships and roles across the industry spectrum, including broker-dealer affiliations and participation as sponsor, general partner or managing member of pooled investment vehicles.