Virtus Capital Advisers, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 213
- Avg AUM / client
- $7.0M
- Accounts
- 215
- Employees
- 0
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $670M | 44.9% |
| Charitable organizations | Fewer than 5 clients | $226M | 15.2% |
| State or municipal government entities | Fewer than 5 clients | $314M | 21.0% |
| Corporations and other businesses | 4 | $214M | 14.4% |
| Other | 201 | $68.4M | 4.58% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $168M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Virtus International Small Cap Opportunities Llc | Other Private Fund | Delaware | $121M | 9 |
| Virtus Emerging Markets Consumer Llc | Other Private Fund | Delaware | $46.5M | 3 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angerthal, Michael, Aaron | Executive Vice President, Chief Financial Officer | Jun 2017 (9y) | Less than 5% | |
| Aylward, George, Robert | President And Chief Executive Officer | Jun 2017 (9y) | Less than 5% | |
| Batchelar, Peter, Jackson | Senior Vice President, Product Management | Jun 2017 (9y) | Less than 5% | |
| Hanley, David, George | Senior Vice President And Treasurer | Jun 2017 (9y) | Less than 5% | |
| Smirl, Richard, William | Executive Vice President | May 2021 (5y) | Less than 5% | |
| Purkalitis, Andra, Cynthia | Executive Vice President And Chief Legal Officer | Nov 2023 (3y) | Less than 5% | |
| Persaud, Chetram | Vice President And Chief Compliance Officer | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Virtus Partners, Inc. | Sole Member | Jan 2018 | A | 75% or more |
| Virtus Investment Partners, Inc. | Sole Shareholder | Dec 2008 | B | ≈ 56.25% – 100% via Virtus Partners, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Virtus Investment Partners, Inc.: 75% – 100% of Virtus Partners, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $168M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Virtus International Small Cap Opportunities Llc | Other Private Fund | $121M | $3.0M | 9 |
| Virtus Emerging Markets Consumer Llc | Other Private Fund | $46.5M | $3.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 2.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- UBS $382M (26% of AUM) Jun 2026
- Suntrust Bank $238M (1% of AUM) Jan 2019
- Northern Trust $226M (15% of AUM) Jun 2026
- Branch Banking And Trust Company $219M (2% of AUM) Jan 2021
- Truist Bank $214M (14% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗