Asset manager · Hartford, CT
Virtus Advisers, LLC
SEC-registered investment adviser · CRD 168955 · SEC 801-78585
At a glance
Virtus Advisers, LLC is an SEC-registered investment adviser based in Hartford, Connecticut, with $1.4 billion in regulatory assets under management as of its Form ADV filed March 20, 2026. Its largest client group by assets is other. By Form ADV it is a asset manager, ranked 1,200th of 3,218 asset managers and 4,413th of 17,210 SEC-registered advisers by assets.
Main office 800-248-7971corporate.virtus.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among asset managers
- #1,200 of 3,218
- Rank among all SEC RIAs
- #4,413 of 17,210
- Rank in Connecticut
- #186 of 507
- Clients
- 9
- Accounts
- 14
- Discretionary
- 50% of AUM
- Employees
- 8
- Advisory staff
- 7
- Offices
- 2
Owners and executives on its Form ADV
- Andra C. PurkalitisExecutive Vice President, General Counsel and Secretary
- David G. HanleyTreasurer
- Richard W. SmirlExecutive Vice President
- Matthew B CarneyChief Compliance Officer
- Kathryn L. SantoroAssistant Secretary
- Kunal GhoshChief Investment Officer and Senior Managing Director, Systematic Division
- Paul-Charles A. PietranicoChief Investment Officer and Senior Managing Director, Multi-Asset Division
Custody and brokerage
Custodian
- South Dakota College Access 529 Plan$708M
Broker-dealer
Hybrid RIA
Virtus Advisers, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: VP Distributors LLC.
- VP Distributors LLC ↗CRD 3036
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names VP Distributors as the broker-dealer its advisers are registered with.
sed persons and related registered sales personnel also may be associated with VP Distributors, LLC, an affiliated broker-dealer, and in that capacity may engage in marketing or selling activities with respect to shares or interests in Fun
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | – | $708M | 50% |
| Investment companies | 6 | $495M | 35% |
| Pooled investment vehicles | 3 | $200M | 14% |
| Corporations or other businesses | – | $15M | 1% |
Disciplinary disclosures
Virtus Advisers, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗corporate.virtus.com ↗
AtlasMembers
The full record on Virtus Advisers, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 959 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Virtus Advisers, LLC manage?
Virtus Advisers, LLC reports $1.4 billion in regulatory assets under management across 14 accounts, 50% of it on a discretionary basis, on its Form ADV filed March 20, 2026.
What kind of firm is Virtus Advisers, LLC?
Virtus 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.
Who are Virtus Advisers, LLC’s clients?
By assets, its largest client types are other ($708 million); investment companies ($495 million, 6 clients); pooled investment vehicles ($200 million, 3 clients).
Does Virtus Advisers, LLC have any disciplinary history?
Virtus Advisers, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Virtus 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 (2026-03-20), 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 →