Data / Investment advisers / Connecticut / Virtus Investment Advisers, LLC
Virtus Investment Advisers, LLC, Hartford, CT: $51.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Virtus Investment Advisers, LLC is an SEC registered investment adviser with its main office in Hartford, Connecticut and reports $51.7 billion in regulatory assets under management in its Form ADV filed June 30, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 106982
- SEC file number
- 801-5995
- SEC status
- Approved, effective September 17, 1969
- Main office
- One Financial Plaza 26th Floor, Hartford, CT 06103
- Phone
- (800) 248-7971
- Regulatory AUM
- $51,744,428,475 in the Form ADV filed June 30, 2026
- Discretionary AUM
- $51,744,428,475
- Accounts
- 106
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 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 | 106 | $51.74 billion |
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 | $51.74 billion | March 18, 2026 |
| December 1, 2025 | $53.98 billion | January 31, 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 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 |
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
- Virtus Investment 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.