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VIRTUS ADVISERS, LLC
CRD 168955File 801-78585
APPROVED
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.42B
Above cohort median (national)
Discretionary AUM
$710.3M
Non-discretionary $708.4M
Clients
9
14 accounts
Employees
8
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 23, 2013
- Principal office
- ONE FINANCIAL PLAZA, HARTFORD, CT, 06103
- Phone
- 800-248-7971
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.42B
- Discretionary AUM
- $710.3M
- Non-discretionary AUM
- $708.4M
- Discretionary accounts
- 13
- Non-discretionary accounts
- 1
- Total accounts
- 14
- AUM per client
- $157.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $15.2M |
| Investment companies | 6 | $495.2M |
| Pooled investment vehicles | 3 | $199.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.