|
⚲
|
| Keyboard |
| Virtus Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 323365 |
| SEC # | 801-126973 |
| CIK # | 0001526485, 0000883237 |
| AUM | 152.5 M (2026-03-25) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 407-267-8445 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 491 | 66.9 |
| (b) Individuals (high net worth individuals) | 111 | 44.6 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 73 | 41.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,887 | 152.5 |
| By Discretionary | ||
| Discretionary | 1,814 | 111.5 |
| Non-Discretionary | 73 | 41.0 |
| Total | 1,887 | 152.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.5 | |
| Total | 1,887 | 152.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000883237] | |
| 10-Q | [0000883237] | |
| 3 | [0000883237] | |
| 4 | [0000883237] | |
| 5 | [0000883237] | |
| 8-K | [0000883237] | |
| SC 13G | [0000883237] | |
| 4 | [0001526485] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-13 | Tax withheld | 1,121 | $126.11 | 141,369 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-13 | Tax withheld | 3,940 | $126.11 | 496,873 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-13 | Grant | 5,155 | $126.11 | 650,097 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-13 | Grant | 2,578 | $126.11 | 325,112 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-13 | Grant | 12,688 | $126.11 | 1,600,084 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-13 | Tax withheld | 772 | $126.11 | 97,357 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-13 | Grant | 3,093 | $126.11 | 390,058 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-13 | Tax withheld | 741 | $126.11 | 93,448 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-13 | Tax withheld | 390 | $126.11 | 49,183 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-13 | Grant | 2,448 | $126.11 | 308,717 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-13 | Grant | 5,155 | $126.11 | 650,097 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-13 | Tax withheld | 143 | $126.11 | 18,034 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-12 | Buy | 150 | $129.23 | 19,384 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-12 | Buy | 1,900 | $129.62 | 246,278 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-03-12 | Buy | 2,000 | $129.35 | 258,700 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-02-11 | Sell | 2,151 | $142.32 | 306,130 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-02-11 | Sell | 1,000 | $142.22 | 142,220 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2026-02-11 | Sell | 171 | $142.75 | 24,410 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2025-12-11 | Sell | 1,140 | $167.98 | 191,497 |
|
Virtus Investment Partners Inc VRTS
Common Stock
|
2025-12-11 | Sell | 1,819 | $168.49 | 306,483 |
| showing 20 of 200 most recent transactions | |||||
| Comparable Firms | State | AUM |
|---|---|---|
|
Applewhite Financial Planning PLLC
✚
|
TX | 153.1 M |
|
Infinium Investment Advisors LLC
✚
|
CO | 152.4 M |
|
LCR Wealth Management LLC
✚
|
CT | 151.8 M |
|
Twin City Private Wealth LLC
✚
|
NC | 151.3 M |
|
Thrasher & Chambers Wealth Management LLC
✚
|
AR | 151.0 M |
|
Zenith Solutions Inc
✚
|
PA | 151.0 M |
|
Cascade Financial Strategies LLC
✚
|
OR | 150.9 M |
|
Poulos Advisors Inc
✚
|
VT | 150.4 M |
|
Optima Capital Management LLC
✚
|
AZ | 150.3 M |
|
Atlantis Wealth Advisors LLC
✚
|
OH | 150.2 M |