Data / Investment advisers / Connecticut / Virtus Advisers, LLC
Virtus Advisers, LLC, Hartford, CT: $1.4 billion AUM, SEC registered investment adviser
Virtus Advisers, LLC is an SEC registered investment adviser with its main office in Hartford, Connecticut and reports $1.4 billion in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include investment companies, pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 168955
- SEC file number
- 801-78585
- SEC status
- Approved, effective October 23, 2013
- Main office
- One Financial Plaza, Hartford, CT 06103
- Phone
- (800) 248-7971
- Website
- corporate.virtus.com
- Regulatory AUM
- $1,418,626,723 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $710,274,679
- Non discretionary AUM
- $708,352,044
- Accounts
- 14
- Employees
- 8, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 6 | $495.2 million |
| Pooled investment vehicles | 3 | $199.9 million |
| Corporations or other businesses | Fewer than 5 | $15.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.42 billion | March 20, 2026 |
| December 1, 2025 | $567.1 million | January 30, 2025 |
Other advisers in Hartford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Virtus Fixed Income Advisers, LLC | Hartford | $34.91 billion | 15 | adviserinfo.sec.gov |
| Bradley Foster & Sargent Inc | Hartford | $9.07 billion | 1 | adviserinfo.sec.gov |
| UBS Realty Investors LLC | Hartford | $2.34 billion | 3 | adviserinfo.sec.gov |
| Virtus Capital Advisers, LLC | Hartford | $1.49 billion | 2 | adviserinfo.sec.gov |
| Nebrodi Partners, LLC | Hartford | $1.48 billion | Not listed | adviserinfo.sec.gov |
| Virtus Alternative Investment Advisers, LLC | Hartford | $1.05 billion | Not listed | adviserinfo.sec.gov |
| Goodwin Capital Advisers, Inc. | Hartford | $986.6 million | Not listed | adviserinfo.sec.gov |
| Sky Investment Group LLC | Hartford | $931 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Hartford, CT
- Investment advisers in Connecticut
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Virtus Advisers, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.