Investment adviser · CRD 168955
VIRTUS ADVISERS, LLC
Investment adviser filing (IA)
HARTFORD, CT, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $1.42B Form ADV · Item 5.F
- Client accounts
- 14 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | Fewer than 5 | $708,352,043 | 49.9% |
| Investment companies | 6 | $495,246,686 | 34.9% |
| Pooled investment vehicles | 3 | $199,854,572 | 14.1% |
| Corporations & businesses | Fewer than 5 | $15,173,422 | 1.1% |
Filing source
Form ADV 2064302 · Mar 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Mar 20, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
ONE FINANCIAL PLAZAHARTFORD, CT, 06103, United States
CRD 168955
Filing source
Form ADV 2064302 · Mar 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.