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VIRTUS ADVISERS, LLC
CRD 168955File 801-78585
APPROVED
Custody
Filing as of Mar 20, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2026 | Clients | 7 | 9 | increased by2 |
| Apr 1, 2026 | AUM | $567,136,304 | $1,418,626,723 | increased by$851,490,419 |
| Apr 1, 2026 | Accounts | 10 | 14 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 7 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 15 | 7 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,570,888,013 | $567,136,304 | decreased by$1,003,751,709 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 15 | 10 | decreased by5 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 13 | 15 | increased by2 |
| Apr 1, 2022 | AUM | $919,035,477 | $1,570,888,013 | increased by$651,852,536 |
| Apr 1, 2022 | Accounts | 13 | 15 | increased by2 |
| 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 ADVISERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VIRTUS ADVISERS” 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.