Virtus Fixed Income Advisers, LLC
Firm details
- Headquarters
- Hartford, Connecticut
- CRD number
- 146029
- Registered since
- January 25, 2008
- Website
- www.seixadvisors.com
- Custodians
- CITIGROUP, NA
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies37.82%
- Pension & Profit Sharing Plans21.93%
- State / Municipal Government11.96%
- Pooled Investment Vehicles9.56%
- Sovereign Wealth Funds5.72%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Virtus Fixed Income Advisers, LLC is a fixed-income–oriented investment manager organized as an LLC and operating since its SEC registration in 2008. The firm serves both individual/family and institutional clients, offering portfolio management across separate accounts, pooled vehicles and investment companies. It operates with a fee model that includes both percentage-of-AUM and performance-based components, and it is active on ESG considerations. The firm is classified as a securitized-asset and other fund provider and also conducts CPO/CTA activity. Its industry roles extend beyond advisory work to include relationships as a broker-dealer counterpart, sponsor or general partner of pooled vehicles, and other investment-adviser linkages.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Non-Investment Grade Corp Bonds28%
- Investment Grade Corp Bonds27%
- Other16%
- US Government Bonds14%
- Public Funds/Mutual Funds8%
Owners & executives
3 of 3
Richard Smirl
Executive Vice President & Chief Operating OfficerCRD 4232829
Michael Angerthal
Chief Financial OfficerCRD 5632934
Deirdre Dillon
Chief Compliance OfficerCRD 5469512
Contacts
3 of 5
Michael Sebesta
Managing DirectorCRD 2315984
Michelle Gallo
AccountingCRD 2214280
Kimberly Maichle
DirectorCRD 6367698
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$144M in ETFs
8%
$11.2M
91%
$132M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VIRTUS NEWFLEET SECURITIZED INCOME ETF (VABS) | Active | Short Term Bond | $97M | 4,012,617 | 67.51% |
Location
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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