{
  "crd_number": 168955,
  "slug": "virtus-advisers-llc-hartford-ct-168955",
  "primary_business_name": "VIRTUS ADVISERS, LLC",
  "legal_name": "VIRTUS ADVISERS, LLC",
  "dbas": [],
  "city": "Hartford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "25540",
  "metro": {
    "cbsa_code": "25540",
    "common_name": "Hartford",
    "msa_name": "Hartford-West Hartford-East Hartford, CT",
    "path": "/advisors/ct/hartford"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-10-23",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 1418626723.0,
  "raum_discretionary": 710274679.0,
  "raum_non_discretionary": 708352044.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 8,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 708352043.0,
      "count": null,
      "description": "529 PLAN",
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 495246686.0,
      "count": 6
    },
    "pooled_investment_vehicles": {
      "raum": 199854572.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 15173422.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "SD"
  ],
  "websites": [
    "https://corporate.virtus.com",
    "https://facebook.com/CollegeAccess529",
    "https://facebook.com/virtusinvestmentpartners",
    "https://linkedin.com/company/virtus-investment-partners",
    "https://linkedin.com/company/virtus-systematic",
    "https://x.com/virtus",
    "https://youtube.com/@VirtusInvestmentPartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168955",
  "city_as_filed": "HARTFORD",
  "url": "https://advisorcensus.com/firm/virtus-advisers-llc-hartford-ct-168955",
  "display_name": "Virtus Advisers, LLC",
  "summary": "Virtus Advisers, LLC is an SEC-registered investment advisory firm in Hartford, CT, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. Virtus Advisers, LLC (CRD 168955): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Virtus Advisers, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Virtus Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Virtus Advisers, LLC located?",
      "a": "Virtus Advisers, LLC's principal office is in Hartford, CT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Virtus Advisers, LLC registered with the SEC or a state?",
      "a": "Virtus Advisers, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168955."
    },
    {
      "q": "How much does Virtus Advisers, LLC manage?",
      "a": "Virtus Advisers, LLC reports $1,418,626,723 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (50% discretionary)."
    },
    {
      "q": "How have Virtus Advisers, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Virtus Advisers, LLC: Regulatory assets under management: $919,035,477 in the October 2021 data and $1,418,626,723 in the October 2026 data, up 54%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Virtus Advisers, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (6); pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Which custodians does Virtus Advisers, LLC use?",
      "a": "Virtus Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists South Dakota College Access 529 Plan as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Virtus Advisers, 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/168955"
    },
    {
      "q": "What changed in Virtus Advisers, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $567,136,304 to $1,418,626,723 (+150%). Registered or notice-filed in SD."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 919035477.0,
      "total_employees": 8,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1570888013.0,
      "total_employees": 9,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1280498337.0,
      "total_employees": 11,
      "filing_date": "2023-06-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1545065866.0,
      "total_employees": 11,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 567136304.0,
      "total_employees": 7,
      "filing_date": "2025-01-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1418626723.0,
      "total_employees": 8,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $567,136,304 to $1,418,626,723 (+150%).",
        "Registered or notice-filed in SD."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "South Dakota College Access 529 Plan",
      "name_as_filed": "SOUTH DAKOTA COLLEGE ACCESS 529 PLAN",
      "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/virtus-advisers-llc-hartford-ct-168955.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 6,
      "fewer_than_5": false,
      "raum": 495246686.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 199854572.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 15173422.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 708352043.0
    }
  ],
  "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/168955",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}