VIRTUS ADVISERS, LLC

CRD 168955 · SEC 801-78585

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ONE FINANCIAL PLAZA, HARTFORD, CT, 06103, United States

Phone

800-248-7971

Fax

860-241-1024

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.42B

Discretionary AUM

$710.3M

Team

8 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)529 PLAN

Client types

Type	Clients	AUM
Investment companies	6	$495.2M
Pooled investment vehicles	3	$199.9M

States served

CA, CT, SD

All web addresses on file

https://corporate.virtus.com/
https://www.facebook.com/CollegeAccess529
https://www.linkedin.com/company/virtus-investment-partners
https://www.facebook.com/virtusinvestmentpartners
https://x.com/virtus
https://www.youtube.com/@VirtusInvestmentPartners
https://www.linkedin.com/company/virtus-systematic

Official SEC filing: View on IAPD