Virtus Capital Advisers, LLC

RIASEC RegisteredEst. 1985

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$6.9M

Accounts

215

Advisory reps

Firm details

Headquarters: Hartford, Connecticut
CRD number: 107346
Registered since: February 1, 1985
Website: corporate.virtus.com
Custodians: UBS FINANCIAL SERVICES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, TRUIST INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles44.87%
State / Municipal Government21.03%
Charitable Organizations15.15%
Corporations / Businesses14.36%
Other4.58%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Virtus Capital Advisers, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 1985. The firm operates primarily as a capital allocator to institutional clients and charges fees based on a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, pooled investment vehicles, and institutions, and it provides manager selection services. The firm also carries CPO/CTA designations and lists broker-dealer and sponsor/GP roles among its industry affiliations. Virtus Capital Advisers identifies as an active ESG investor and reports a tilt toward fixed-income strategies across its mandate.