Vortus Investment Advisors, Llc
- Regulatory AUM
- $412M
- Discretionary
- $412M
- Clients
- 6
- Avg AUM / client
- $68.6M
- Accounts
- 6
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $412M | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $669M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Vortus Investments Ii Lp | Private Equity Fund | Delaware | $580M | 80 |
| Vortus Investments, Lp | Private Equity Fund | Delaware | $56.4M | 70 |
| Vortus Foreland Ii Co Investment, Lp | Private Equity Fund | Delaware | $18.0M | 21 |
| Roxo Co Investment, Lp | Private Equity Fund | Delaware | $6.3M | 15 |
| Vortus Foreland Pe, Llc | Private Equity Fund | Delaware | $5.5M | 13 |
| Vortus Investments (Cayman), Lp master | Private Equity Fund | Cayman Islands | $2.6M | 12 |
| Vortus Npr Co Investment, Lp | Private Equity Fund | Delaware | $215K | 26 |
| Vortus Lonesome Dove Co Investment, Lp | Private Equity Fund | Delaware | $0 | 20 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Crumley, Brian, Christopher | President / Manager | Oct 2012 (14y) | ≈ 18.75% – 50% via Vortus Ia, Lp | |
| Miller, Jeffrey, Willard | Ceo / Manager | Oct 2012 (14y) | ≈ 37.5% – 75% via Vortus Ia, Lp | |
| Lamsens, Frank, David | Chief Operating Officer | Jul 2014 (12y) | Less than 5% | |
| Horstman, Ryan, William | Chief Financial Officer And Chief Compliance Officer | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vortus Ia, Lp | Member | Jan 2015 | A | 75% or more |
| Vortus Ia Holdings, Llc | Managing Member | Jan 2015 | A | Less than 5% |
| Vortus Ia Holdings, Llc | General Partner | Jan 2015 | B | GP / trustee / elected manager of Vortus Ia, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Crumley, Brian, Christopher: 25% – 50% of Vortus Ia, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Miller, Jeffrey, Willard: 50% – 75% of Vortus Ia, Lp × 75% – 100% direct ≈ 37.5% – 75% 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 (8, $669M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Vortus Investments Ii Lp | Private Equity Fund | $580M | $90.0K | 80 |
| Vortus Investments, Lp | Private Equity Fund | $56.4M | $25.0K | 70 |
| Vortus Foreland Ii Co Investment, Lp | Private Equity Fund | $18.0M | $6.0K | 21 |
| Roxo Co Investment, Lp | Private Equity Fund | $6.3M | $10.0K | 15 |
| Vortus Foreland Pe, Llc | Private Equity Fund | $5.5M | $10.0K | 13 |
| Vortus Investments (Cayman), Lp | Private Equity Fund | $2.6M | $13.0K | 12 |
| Vortus Npr Co Investment, Lp | Private Equity Fund | $215K | $10.0K | 26 |
| Vortus Lonesome Dove Co Investment, Lp | Private Equity Fund | $0 | $10.0K | 20 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 2.11 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗