VIRTUS CAPITAL ADVISERS, LLC

CRD 107346File 801-23163

APPROVED

Custody

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.49B

Above cohort median (national)

Discretionary AUM

$1.49B

Clients

215 accounts

Employees

Above cohort median in CT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Feb 1, 1985
Principal office: ONE FINANCIAL PLAZA, HARTFORD, CT, 06103
Phone: 800-248-7971
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/VIRTUS-INVESTMENT-PARTNERS

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.49B
Discretionary AUM: $1.49B
Non-discretionary AUM: $0
Discretionary accounts: 215
Non-discretionary accounts: 0
Total accounts: 215
AUM per client: $124.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$214.4M
Charitable organizations	Fewer than 5	$226.2M
Pooled investment vehicles	8	$669.7M
State or municipal government entities	Fewer than 5	$313.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	213	12
Aug 12, 2026	Registration	—	APPROVED

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.