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VIRTUS INVESTMENT ADVISERS, LLC
CRD 106982File 801-5995
APPROVED
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$51.74B
Top 10% of cohort (national)
Discretionary AUM
$51.74B
Clients
106
106 accounts
Employees
1
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 17, 1969
- Principal office
- ONE FINANCIAL PLAZA, 26TH FLOOR, HARTFORD, CT, 06103
- Phone
- 800-248-7971
- Website
- HTTPS://WWW.VIRTUS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $51.74B
- Discretionary AUM
- $51.74B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 106
- Non-discretionary accounts
- 0
- Total accounts
- 106
- AUM per client
- $488.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 106 | $51.74B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Disclosures | Yes | No | |
| Apr 1, 2026 | Employees | 8 | 1 | decreased by7 |
| Apr 1, 2026 | Clients | 105 | 106 | increased by1 |
| Apr 1, 2026 | AUM | $53,982,609,839 | $51,744,428,475 | decreased by$2,238,181,364 |
| Apr 1, 2026 | Accounts | 105 | 106 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 0 | 8 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 85 | 105 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $71,836,921,628 | $53,982,609,839 | decreased by$17,854,311,789 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 85 | 105 | increased by20 |
| Apr 1, 2022 | Clients | 80 | 85 | increased by5 |
| Apr 1, 2022 | AUM | $64,567,000,000 | $71,836,921,628 | increased by$7,269,921,628 |
| Apr 1, 2022 | Accounts | 80 | 85 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VIRTUS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VIRTUS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.