VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC

RIASEC RegisteredEst. 2007
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$263M
Accounts
4
Advisory reps
6

Firm details

Headquarters
HARTFORD, Connecticut
CRD number
143732
Registered since
June 8, 2007
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Virtus Alternative Investment Advisers, LLC is an institutional-focused manager that operates on the alternative side of the asset-management business. The firm is organized as a limited liability company and has been SEC-registered since 2007. Its regulatory profile and stated business activities show the firm acting as a commodity pool operator/commodity trading advisor and as a portfolio manager for investment companies, and it also serves as sponsor, general partner or managing member of pooled investment vehicles. Virtus Alternative Investment Advisers, LLC charges clients on a percentage-of-assets basis and does not position itself as an ESG investor or as a multi-state adviser; its client base is institutional and its activity is concentrated through pooled vehicles and investment-company structures rather than direct retail advisory relationships.

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

1 of 1
  • RICHARD SMIRL

    Executive Vice President & Chief Operating OfficerCRD 4232829

Contacts

3 of 5
  • DAVID HANLEY

    Registered RepresentativeCRD 5455435

  • ANDRA PURKALITIS

    Executive Vice PresidentCRD 3070864

  • JENNIFER FROMM

    Vice President and Senior CounselCRD 4276280

Unlock 2 more contacts

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

HARTFORD, CT

HARTFORD

Location

HARTFORD, CT

Headquartered in HARTFORD, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
HARTFORD
Address
1 Financial Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth