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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freeAsset manager · Hartford, CT
SEC-registered investment adviser · CRD 146029 · SEC 801-68743
At a glance
Virtus Fixed Income Advisers, LLC is an SEC-registered investment adviser based in Hartford, Connecticut, with $34.9 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is investment companies, and it reports 13 individual clients. By Form ADV it is a asset manager, ranked 271st of 3,218 asset managers and 587th of 17,210 SEC-registered advisers by assets.
Main office 877-332-8172virtus.comLinkedInAs filed on Form ADV
Hybrid RIA
Virtus Fixed Income Advisers, LLC is a hybrid RIA: 24 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: VP Distributors LLC.
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 88 | $13B | 38% |
| Pension and profit sharing plans | 46 | $7.7B | 22% |
| State or municipal government entities | 11 | $4.2B | 12% |
| Pooled investment vehicles | 20 | $3.3B | 10% |
| Sovereign wealth funds and foreign official institutions | – | $2.0B | 6% |
| Other investment advisers | 23 | $1.9B | 5% |
| Insurance companies | 5 | $894M | 3% |
| Other | – | $647M | 2% |
| High-net-worth individuals | 13 | $521M | 1% |
| Charitable organizations | 7 | $374M | 1% |
| Corporations or other businesses | 7 | $240M | <1% |
Virtus Fixed Income Advisers, LLC reports 15 private funds with $3.2B in gross assets: securitized asset funds, other private funds (Form ADV Item 7.B).
Virtus Fixed Income Advisers, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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Virtus Fixed Income Advisers, LLC reports $34.9 billion in regulatory assets under management across 226 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
Virtus Fixed Income Advisers, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
By assets, its largest client types are investment companies ($13.2 billion, 88 clients); pension and profit sharing plans ($7.7 billion, 46 clients); state or municipal government entities ($4.2 billion, 11 clients).
Yes. It reports 15 private funds with $3.2 billion in gross assets, including securitized asset funds, other private funds.
Virtus Fixed Income Advisers, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Every figure is Virtus Fixed Income Advisers, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →