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NFJ INVESTMENT GROUP, LLC
CRD 310902File 801-119686
APPROVED
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.98B
Top 25% of cohort (national)
Discretionary AUM
$2.98B
Clients
6
468 accounts
Employees
9
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 6, 2020
- Principal office
- 2100 ROSS AVENUE, SUITE 700, DALLAS, TX, 75201
- Phone
- 214-754-1780
- Website
- HTTPS://WWW.VIRTUS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.98B
- Discretionary AUM
- $2.98B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 468
- Non-discretionary accounts
- 0
- Total accounts
- 468
- AUM per client
- $496.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $21.8M |
| Investment companies | 3 | $2.68B |
| State or municipal government entities | Fewer than 5 | $19.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 468 | 6 |
| 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.