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| Vortus Investment Advisors LLC
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| |
|---|---|
| CRD # | 166178 |
| SEC # | 801-100484 |
| CIK # | |
| AUM | $828.4 MM (2024-03-27) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 817-945-2400 |
| Address | 407 Throckmorton Street Fort Worth, TX 76102 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Vortus Investments II LP | [2018-03-30] | 286.5 | 579.7 |
| PE | Foreland A-1 LLC | 2017-03-30 | 0.0 | |
| PE | ROXO Co-Investment LP | [2017-03-30] | 23.5 | 6.3 |
| PE | Vortus-Foreland II Co-Investment LP | [2017-03-30] | 10.3 | 18.0 |
| PE | Vortus - Foreland PE LLC | [2017-03-30] | 8.2 | 5.5 |
| PE | Vortus - NPR Co-Investment LP | [2016-03-30] | 38.2 | 0.2 |
| PE | Vortus-East Texas Co-Investment LP | [2015-03-30] | 40.2 | 0.0 |
| PE | Vortus-Lonesome DOVE Co-Investment LP | [2015-03-30] | 60.5 | 0.0 |
| PE | Vortus Investments Cayman LP | 2014-07-25 | 2.6 | |
| PE | Vortus Investments LP | [2014-07-25] | 213.2 | 56.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 9 | 828.4 |
| (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 | 9 | 828.4 |
| By Discretionary | ||
| Discretionary | 9 | 828.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 828.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 825.7 | |
| Total | 9 | 828.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Jeffrey Miller | 68 | |||
| Brian Crumley | 8 | |||
| Vortus Investment Holdings LLC | 7 | |||
| VIFW GP LP | 5 | |||
| VIFW II LP | 2 | |||
| Frank Lamsens | 2 | |||
| Vortus Investment Advisors LLC | 2 | |||
| Miller Jeffrey | 1 | |||
| VIFW GP | 1 | |||
| Vortus Investment Holdings | 1 | |||
| View All | ||||
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