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VIRTERA PARTNERS LLC
CRD 308187 · SEC 801-126022
30100 CHAGRIN BLVD., SUITE 380, PEPPER PIKE, OH, 44124, United States
Phone
216-859-8800
Fax
216-859-8801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$451.8M
Discretionary AUM
$401.0M
Team
5 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $185.2M |
| Pooled investment vehicles | 6 | $224.1M |
| Charitable organizations | 1 | $42.5M |
States served
DC, OH
All web addresses on file
Official SEC filing: View on IAPD