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| Vortus Investment Advisors LLC
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|---|---|
| CRD # | 166178 |
| SEC # | 801-100484 |
| CIK # | |
| AUM | 411.7 M (2026-04-24) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 817-945-2400 |
| Address | 407 Throckmorton Street Fort Worth, TX 76102 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Vortus Investments II LP | [2018-03-30] | 286.5 M | 188.6 M |
| Filed 2017-06-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $4,500,000 · Revenue Decline to Disclose | ||||
| PE | Foreland A-1 LLC | 2017-03-30 | ||
| PE | ROXO Co-Investment LP | [2017-03-30] | 23.5 M | 4.7 M |
| Filed 2017-06-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Vortus-Foreland II Co-Investment LP | [2017-03-30] | 10.3 M | 21.3 M |
| Offered $10,290,000 · Filed 2016-10-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Vortus - Foreland PE LLC | [2017-03-30] | 8.2 M | 6.0 M |
| Offered $8,150,000 · Filed 2016-06-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Vortus - NPR Co-Investment LP | [2016-03-30] | 38.2 M | 0.2 M |
| Offered $38,190,791 · Filed 2020-08-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Vortus-East Texas Co-Investment LP | [2015-03-30] | 40.2 M | |
| Filed 2017-08-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $55,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Vortus-Lonesome Dove Co-Investment LP | [2015-03-30] | 60.5 M | |
| Filed 2015-03-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Vortus Investments Cayman LP | 2014-07-25 | 1.5 M | |
| PE | Vortus Investments LP | [2014-07-25] | 213.2 M | 45.9 M |
| Filed 2015-10-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 6 | 411.7 |
| (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 | 6 | 411.7 |
| By Discretionary | ||
| Discretionary | 6 | 411.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 411.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 410.1 | |
| Total | 6 | 411.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeffrey Miller | Director, Executive Officer, Promoter | 71 | 6 | |
| Brian Crumley | Director, Executive Officer, Promoter | 8 | 1 | |
| Vortus Investment Holdings LLC | Director, Executive Officer | 7 | 1 | |
| Vifw GP LP | Director | 5 | 1 | |
| Frank Lamsens | Executive Officer | 2 | 1 | |
| Vifw II LP | Executive Officer | 2 | 1 | |
| Vortus Investment Advisors LLC | Promoter | 2 | 1 | |
| Miller Jeffrey | Executive Officer | 1 | 1 | |
| Vifw GP | Promoter | 1 | 1 | |
| Vortus Investment Holdings | Promoter | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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