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VIRTERA PARTNERS LLC
CRD 308187File 801-126022
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$451.8M
Above cohort median (national)
Discretionary AUM
$401.0M
Non-discretionary $50.8M
Clients
22
76 accounts
Employees
5
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 1, 2022
- Principal office
- 30100 CHAGRIN BLVD., SUITE 380, PEPPER PIKE, OH, 44124
- Phone
- 216-859-8800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $451.8M
- Discretionary AUM
- $401.0M
- Non-discretionary AUM
- $50.8M
- Discretionary accounts
- 70
- Non-discretionary accounts
- 6
- Total accounts
- 76
- AUM per client
- $20.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $42.5M |
| High net worth individuals | 15 | $185.2M |
| Pooled investment vehicles | 6 | $224.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
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
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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.