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| Virtus Capital Advisers LLC
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|---|---|
| CRD # | 107346 |
| SEC # | 801-23163 |
| CIK # | 0001319111 |
| AUM | $1.5 B (2026-06-30) |
| Employees | |
| Phone | 800-248-7971 |
| Address | One Financial Plaza Hartford, CT 06103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.6 | ||
| Microsoft Corp | 1.0 | ||
| Amazon Com Inc | 1.0 | ||
| Alphabet Inc | 0.8 | ||
| Apple Inc | 0.8 | ||
| Facebook Inc | 0.7 | ||
| Broadcom Inc | 0.7 | ||
| Visa Inc | 0.6 | ||
| Waste Management Inc | 0.5 | ||
| Netflix Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Virtus International Small-Cap Opportunities LLC | [2017-09-29] | 0.0 | 132.5 |
| Other | Virtus Emerging Markets Consumer LLC | [2017-03-30] | 10.2 | 62.8 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 0.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.2 |
| (n) Other | 201 | 0.1 |
| Total | 215 | 1.5 |
| By Discretionary | ||
| Discretionary | 215 | 1.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 215 | 1.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1.4 | |
| Total | 215 | 1.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeffrey Parker | 83 | 5 | ||
| Erin Bengtsonolivieri | 28 | 5 | ||
| John Viggiano | 15 | 5 | ||
| Paul Koo | 14 | 5 | ||
| Gemesh Pushpaharan | 6 | 5 | ||
| Barbara Claussen | 36 | 4 | ||
| Douglas Forsyth | 34 | 4 | ||
| Satyajit Kumar | 28 | 4 | ||
| Giorgio Carlino | 27 | 4 | ||
| Greg Tournant | 27 | 4 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001319111] | |
| 13F-NT | [0001319111] | |
| SC 13G | [0001319111] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kintra Wealth LLC
✚
|
PA | 1.5 |
|
Drive Wealth Management LLC
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|
UT | 1.5 |
|
Capital Planning Advisors LLC
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CA | 1.5 |
|
Carnelian Asset Management & Advisors Private Limited
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|
1.5 | |
|
Sunesis Advisors LLC
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|
KS | 1.5 |
|
Spartan Wealth Advisory Services LLC
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|
MI | 1.5 |
|
Quantum Financial Advisors LLC
✚
|
CA | 1.5 |
|
Ranger Investment Management LP
✚
|
TX | 1.5 |
|
Cullinan Associates Inc
✚
|
KY | 1.5 |
|
TBH Global Asset Management LLC
✚
|
TN | 1.5 |