Virtus Investment Advisers, LLC

RIASEC RegisteredEst. 1969
Total AUM
$51.7B
Discretionary
$51.7B
100% of AUM
Avg account
$488M
Accounts
106
Employees
1
Advisory reps
82

Firm details

Headquarters
Hartford, Connecticut
CRD number
106982
Registered since
September 17, 1969
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Virtus Investment Advisers, LLC is an institutional registered investment adviser that has been SEC-registered since 1969. The firm operates as a capital allocator to institutional clients and charges fees based on a percentage of assets under management. Its advisory remit includes portfolio management for investment companies and the selection of other advisers, and it also performs commodity pool operator or commodity trading advisor activities. The firm reports being an active ESG investor and maintains affiliations across the financial services ecosystem, including broker-dealer relationships and roles as sponsor or general partner of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 80
  • Alison Severino

    Alison Severino

    Investment Adviser RepresentativeCRD 7371100

  • Jessica Alvarez

    Jessica Alvarez

    Registered RepresentativeCRD 4249909

  • Lijo John

    Lijo John

    Managing DirectorCRD 4958958

Unlock 77 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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