Virtus Family Office, Llc
- Regulatory AUM
- $727M
- Discretionary
- $727M
- Clients
- 155
- Avg AUM / client
- $4.7M
- Accounts
- 211
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 70 | $24.4M | 3.35% |
| High net worth individuals | 74 | $575M | 79.1% |
| Pooled investment vehicles (non-investment companies) | 2 | $112M | 15.4% |
| Corporations and other businesses | 9 | $15.9M | 2.19% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $32.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Vfo Alternative Investment Fund | Other Private Fund | Cayman Islands | $32.1M | 55 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Norma Angelica Peralta Morales | Chief Compliance Officer | Feb 2021 (5y) | Less than 5% | |
| Jesus Eduardo Duran | Registered representative | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Skylight Capital Partners Llc | Shareholder | Apr 2022 | A | 25% – 50% |
| Cjmm Investments, Llc | Shareholder | Apr 2022 | A | 25% – 50% |
| Consultoria Y Asesoria Fundamental, S.A.S | Shareholder | Apr 2022 | A | 25% – 50% |
| Grupo Eiger, S.C. | Shareholder | Apr 2022 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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 (1, $32.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Vfo Alternative Investment Fund | Other Private Fund | $32.1M | $100K | 55 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.33 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
- • Fixed fees
- • Other fees
- • % NET WORTH; % BUSINESS PLANNING PROJECT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- UBS $379M (52% of AUM) Mar 2026
- Interactive Brokers $115M (16% of AUM) Mar 2026
- Morgan Stanley $54.1M (16% of AUM) Sep 2022
- J.P. Morgan $21.6M (14% of AUM) Jul 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗