Data / Investment advisers / Connecticut / Virtus Fixed Income Advisers, LLC
Virtus Fixed Income Advisers, LLC, Hartford, CT: $34.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Virtus Fixed Income Advisers, LLC is an SEC registered investment adviser with its main office in Hartford, Connecticut and reports $34.9 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include investment companies, pension and profit sharing plans and state and municipal governments. It is paid through a percentage of assets under management and performance based fees. It advises 15 private funds.
The request: Watch Virtus Fixed Income Advisers, LLC (CRD number 146029): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 146029
- SEC file number
- 801-68743
- SEC status
- Approved, effective January 25, 2008
- Main office
- One Financial Plaza, Hartford, CT 06103
- Phone
- (877) 332-8172
- Regulatory AUM
- $34,913,755,783 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $34,913,755,783
- Accounts
- 226
- Employees
- 95, of which 74 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 15: 11 securitized asset funds, 4 other private funds
- Gross assets of private funds
- $3,215,287,388
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 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 | 88 | $13.21 billion |
| Pension and profit sharing plans | 46 | $7.66 billion |
| State or municipal government entities | 11 | $4.18 billion |
| Pooled investment vehicles | 20 | $3.34 billion |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $2.00 billion |
| Other investment advisers | 23 | $1.87 billion |
| Insurance companies | 5 | $893.6 million |
| High net worth individuals | 13 | $521.2 million |
| Charitable organizations | 7 | $373.7 million |
| Corporations or other businesses | 7 | $240.1 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 | $34.91 billion | March 30, 2026 |
| December 1, 2025 | $33.01 billion | May 30, 2025 |
Other advisers in Hartford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hartford Investment Management Company | Hartford | $123.58 billion | 13 | adviserinfo.sec.gov |
| Conning, Inc. | Hartford | $106.90 billion | Not listed | adviserinfo.sec.gov |
| Virtus Investment Advisers, LLC | Hartford | $51.74 billion | Not listed | 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 Advisers, LLC | Hartford | $1.42 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Hartford, CT
- Investment advisers in Connecticut
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Virtus Fixed Income Advisers, LLC on the SEC's adviser search
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.