Investment adviser · CRD 106982
VIRTUS INVESTMENT ADVISERS, LLC
Investment adviser filing (IA)
HARTFORD, CT, United States · Form ADV filed Jun 30, 2026
- Regulatory AUM
- $51.7B Form ADV · Item 5.F
- Client accounts
- 106 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Investment companies | 106 | $51,744,428,475 | 100.0% |
Filing source
Form ADV 2110440 · Jun 30, 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 30, 2026. View historical filings
Reported services
Investment company portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
ONE FINANCIAL PLAZA, 26TH FLOORHARTFORD, CT, 06103, United States
CRD 106982
Filing source
Form ADV 2110440 · Jun 30, 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.