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 a SEC-registered advisory firm (since 2007) that serves institutional clients and operates as a limited liability company owned by a domestic entity and an individual. The firm is fee-based on a percentage of assets under management and is classified in FINTRX as performing CPO/CTA activities and portfolio management for investment companies. It is not positioned as a capital allocator, does not identify as an active ESG investor, and does not report multi-state adviser status. Industry affiliations listed for the firm include broker-dealer relationships, registrations as an investment adviser, roles as a commodity pool operator or commodity trading advisor, and positions as sponsor, general partner, or managing member of pooled investment vehicles. The firm is not shown as a pension consultant, related adviser, or a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Richard Smirl

    Richard Smirl

    Executive Vice President & Chief Operating OfficerCRD 4232829

  • James Sena

    Chief Compliance OfficerCRD 2735258

Contacts

3 of 4
  • David Hanley

    David Hanley

    Registered RepresentativeCRD 5455435

  • Andra Purkalitis

    Andra Purkalitis

    Executive Vice PresidentCRD 3070864

  • Jennifer Fromm

    Vice President and Senior CounselCRD 4276280

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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