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
5

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 SEC‑registered investment adviser operating as a limited liability company since 1985. The firm functions as a capital allocator for institutional clients and charges fees as a percentage of assets under management. Its regulatory and business footprint includes commodity pool operator/commodity trading adviser (CPO/CTA) activity and sponsorship or GP roles for pooled investment vehicles. Advisory services cover separately managed accounts and pooled vehicles for individuals/small businesses, corporations/institutions, and the selection of other advisers. The firm is also identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: US Government Bonds 44%, Exchange Traded Equities 38%, Investment Grade Corp Bonds 10%, Other 4%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 2%44%
  • US Government Bonds44%
  • Exchange Traded Equities38%
  • Investment Grade Corp Bonds10%
  • Other4%
  • Public Funds/Mutual Funds2%

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 3
  • Andra Purkalitis

    Andra Purkalitis

    Executive Vice PresidentCRD 3070864

  • David Hanley

    David Hanley

    Registered RepresentativeCRD 5455435

  • Adam Shapiro

    Adam Shapiro

    General CounselCRD 4047045

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$14.8M in ETFs

Passive

15%

$2.1M

Active

86%

$12.7M

ETFProviderStyleCategoryValueShares% of portfolio
VIRTUS SEIX SENIOR LOAN ETF (SEIX)ActiveBank Loan$12.7M528,85585.49%
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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