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| Virtus Investment Advisers LLC
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|---|---|
| CRD # | 106982 |
| SEC # | 801-5995 |
| CIK # | 0000019481, 0001587281 |
| AUM | 51.74 B (2026-06-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 1.0 | ||
| Henry Jack & Associates Inc | 0.9 | ||
| Amazon Com Inc | 0.8 | ||
| Primerica Inc | 0.8 | ||
| Toro Co | 0.7 | ||
| Teledyne Technologies Inc | 0.7 | ||
| RBC Bearings Inc | 0.7 | ||
| Interactive Brokers Group Inc | 0.7 | ||
| Simpson Manufacturing Co Inc /CA/ | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($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 | 106 | 51.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 106 | 51.7 |
| By Discretionary | ||
| Discretionary | 106 | 51.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 106 | 51.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 51.7 | |
| Total | 106 | 51.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000019481] | |
| 13F-NT | [0000019481] | |
| SC 13G | [0000019481] | |
| 13F-HR | [0001587281] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $37.4B |
| Serves | Institutional |
| LEI | 5493008GM1PP47SEXR11 |
| Comparable Firms | State | AUM |
|---|---|---|
|
USI Advisors Inc
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|
CT | 56.28 B |
|
Pinestone Asset Management Inc
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54.13 B | |
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First Sentier Investors Australia IM Ltd
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|
Aegon Asset Management UK PLC
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TX | 52.37 B |
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Lightspeed Management Company LLC
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Thrivent Asset Management LLC
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MN | 47.99 B |
|
StepStone Group Europe Alternative Investments Limited
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47.29 B | |
|
NLG Capital LLC
✚
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VT | 46.55 B |