{
  "crd_number": 308187,
  "slug": "virtera-partners-llc-pepper-pike-oh-308187",
  "primary_business_name": "VIRTERA PARTNERS LLC",
  "legal_name": "VIRTERA PARTNERS LLC",
  "dbas": [],
  "city": "Pepper Pike",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-01",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 451795846.0,
  "raum_discretionary": 400952923.0,
  "raum_non_discretionary": 50842923.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 42538427.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 185201434.0,
      "count": 15
    },
    "pooled_investment_vehicles": {
      "raum": 224055985.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DC",
    "OH"
  ],
  "websites": [
    "https://linkedin.com/company/virterapartners",
    "https://virterapartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308187",
  "city_as_filed": "PEPPER PIKE",
  "url": "https://advisorcensus.com/firm/virtera-partners-llc-pepper-pike-oh-308187",
  "display_name": "Virtera Partners LLC",
  "summary": "Virtera Partners LLC is an SEC-registered investment advisory firm in Pepper Pike, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Virtera Partners LLC (CRD 308187): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Virtera Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Virtera Partners LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Virtera Partners LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.1% to 0.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Virtera Partners LLC located?",
      "a": "Virtera Partners LLC's principal office is in Pepper Pike, OH, according to its Form ADV."
    },
    {
      "q": "Is Virtera Partners LLC registered with the SEC or a state?",
      "a": "Virtera Partners LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 308187."
    },
    {
      "q": "How much does Virtera Partners LLC manage?",
      "a": "Virtera Partners LLC reports $451,795,846 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (89% discretionary)."
    },
    {
      "q": "How have Virtera Partners LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Virtera Partners LLC: Regulatory assets under management: $127,000,000 in the October 2022 data and $451,795,846 in the October 2026 data, up 256%. Total employees: 4 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Virtera Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (15); pooled investment vehicles (other than investment companies and business development companies) (6); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Virtera Partners LLC use?",
      "a": "Virtera Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Keybank National Association as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Virtera Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308187"
    },
    {
      "q": "What changed in Virtera Partners LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 127000000.0,
      "total_employees": 4,
      "filing_date": "2022-09-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 185738646.0,
      "total_employees": 4,
      "filing_date": "2023-07-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 346938593.0,
      "total_employees": 4,
      "filing_date": "2024-07-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 452065728.0,
      "total_employees": 3,
      "filing_date": "2025-07-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 451795846.0,
      "total_employees": 5,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Registered or notice-filed in DC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.1% to 0.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.1% to 0.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our annual fee for discretionary and non-discretionary investment advisory services generally ranges from 0.10% to 0.50% based on the market value of assets managed by us."
        ]
      }
    ],
    "quotes": [
      "Our annual fee for discretionary and non-discretionary investment advisory services generally ranges from 0.10% to 0.50% based on the market value of assets managed by us."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Keybank National Association",
      "name_as_filed": "KEYBANK NATIONAL ASSOCIATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/virtera-partners-llc-pepper-pike-oh-308187.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 185201434.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 224055985.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 42538427.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308187",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}