Virtus Family Office
Firm details
- Headquarters
- El Paso, Texas
- CRD number
- 298272
- Registered since
- January 14, 2021
- Website
- www.virtus-usa.com
- Custodians
- UBS FINANCIAL SERVICES INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI79.06%
- Pooled Investment Vehicles15.4%
- Individuals3.35%
- Corporations / Businesses2.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Virtus Family Office is an independent registered investment adviser organized as an LLC that registered with the SEC in 2021. The firm positions itself as a capital allocator and advisory resource for both high-net-worth individuals and families as well as institutional clients. Its service mix includes financial planning, discretionary portfolio management for individuals, pooled vehicles and institutions, and the selection of third‑party managers. Fee arrangements combine percentage-of-AUM charges with fixed fees and other structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities20%
- Private Funds15%
- Sovereign Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$57.4M in ETFs
96%
$55.1M
1%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI EMERGING MARKETS ETF (PXH) | Invesco | Passive | Diversified Emerging Mkts | $8.4M | 288,389 | 14.61% |
Location
El Paso, TX
El Paso
Location
El Paso, TX
Headquartered in El Paso, TX, anchoring the El Paso-Las Cruces, TX-NM metro in the South.
- Metro area
- El Paso-Las Cruces, TX-NM
- Region
- South
- County
- El Paso
- Address
- 500 W Overland Ave
- Time zone
- CT (UTC-6)
- Office locations
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