{
  "crd_number": 107346,
  "slug": "virtus-capital-advisers-llc-hartford-ct-107346",
  "primary_business_name": "VIRTUS CAPITAL ADVISERS, LLC",
  "legal_name": "VIRTUS CAPITAL 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": "1985-02-01",
  "years_registered": 41,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 1492592624.0,
  "raum_discretionary": 1492592624.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 0,
  "advisory_employees": 0,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 68365575.0,
      "count": 201,
      "description": "DISCRETIONARY WRAP"
    },
    "charitable": {
      "raum": 226167159.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 313944183.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 669729250.0,
      "count": 8
    },
    "corporations_other_businesses": {
      "raum": 214386457.0,
      "count": 4
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/VIRTUSINVESTMENTPARTNERS",
    "https://linkedin.com/COMPANY/VIRTUS-ETF-SOLUTIONS",
    "https://linkedin.com/COMPANY/VIRTUS-INVESTMENT-PARTNERS",
    "https://linkedin.com/COMPANY/VIRTUS-SYSTEMATIC",
    "https://virtus.com",
    "https://x.com/VIRTUS",
    "https://x.com/VIRTUSETFS",
    "https://youtube.com/@VIRTUSINVESTMENTPARTNERS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107346",
  "city_as_filed": "HARTFORD",
  "url": "https://advisorcensus.com/firm/virtus-capital-advisers-llc-hartford-ct-107346",
  "display_name": "Virtus Capital Advisers, LLC",
  "summary": "Virtus Capital Advisers, LLC is an SEC-registered investment advisory firm in Hartford, CT, registered since 1985, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. Virtus Capital Advisers, LLC (CRD 107346): 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)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Virtus Capital Advisers, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Virtus Capital Advisers, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Virtus Capital Advisers, LLC located?",
      "a": "Virtus Capital Advisers, LLC's principal office is in Hartford, CT, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Virtus Capital Advisers, LLC registered with the SEC or a state?",
      "a": "Virtus Capital Advisers, LLC is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 107346."
    },
    {
      "q": "How much does Virtus Capital Advisers, LLC manage?",
      "a": "Virtus Capital Advisers, LLC reports $1,492,592,624 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Virtus Capital Advisers, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Virtus Capital Advisers, LLC: Regulatory assets under management: $13,714,094,013 in the October 2021 data and $1,492,592,624 in the October 2026 data, down 89%. Total employees: 0 in October 2021 and 0 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Virtus Capital Advisers, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (201); pooled investment vehicles (other than investment companies and business development companies) (8); corporations or other businesses not listed above (4)."
    },
    {
      "q": "Which custodians does Virtus Capital Advisers, LLC use?",
      "a": "Virtus Capital Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust, Truist Bank and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Virtus Capital 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/107346"
    },
    {
      "q": "What changed in Virtus Capital Advisers, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 13714094013.0,
      "total_employees": 0,
      "filing_date": "2021-04-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 14187622000.0,
      "total_employees": 0,
      "filing_date": "2022-08-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 9477304721.0,
      "total_employees": 7,
      "filing_date": "2023-06-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7966189069.0,
      "total_employees": 8,
      "filing_date": "2024-09-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1445434513.0,
      "total_employees": 0,
      "filing_date": "2025-01-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1492592624.0,
      "total_employees": 0,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Changed its office addresses in New York City, NY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "Truist Bank",
      "name_as_filed": "TRUIST BANK",
      "affiliated": false
    },
    {
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "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-capital-advisers-llc-hartford-ct-107346.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 669729250.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 226167159.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 313944183.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": false,
      "raum": 214386457.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 201,
      "fewer_than_5": false,
      "raum": 68365575.0
    }
  ],
  "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/107346",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}