{
  "crd_number": 146029,
  "slug": "virtus-fixed-income-advisers-llc-hartford-ct-146029",
  "primary_business_name": "VIRTUS FIXED INCOME ADVISERS, LLC",
  "legal_name": "VIRTUS FIXED INCOME ADVISERS, LLC",
  "dbas": [
    "NEWFLEET ASSET MANAGEMENT",
    "SEIX INVESTMENT ADVISORS",
    "STONE HARBOR INVESTMENT PARTNERS"
  ],
  "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": "2008-01-25",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 34913755783.0,
  "raum_discretionary": 34913755783.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 95,
  "advisory_employees": 74,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 646788936.0,
      "count": null,
      "description": "PRIMARILY NGOS, SUPERANNUATION SCHEMES",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 373654593.0,
      "count": 7
    },
    "state_municipal": {
      "raum": 4176026562.0,
      "count": 11
    },
    "insurance_companies": {
      "raum": 893631836.0,
      "count": 5
    },
    "investment_companies": {
      "raum": 13205872999.0,
      "count": 88
    },
    "pension_profit_sharing": {
      "raum": 7656468111.0,
      "count": 46
    },
    "other_investment_advisers": {
      "raum": 1865846921.0,
      "count": 23
    },
    "high_net_worth_individuals": {
      "raum": 521233556.0,
      "count": 13
    },
    "pooled_investment_vehicles": {
      "raum": 3337420794.0,
      "count": 20
    },
    "corporations_other_businesses": {
      "raum": 240063927.0,
      "count": 7
    },
    "sovereign_wealth_foreign_official": {
      "raum": 1996747548.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "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",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/65266",
    "https://linkedin.com/company/newfleet-asset-management",
    "https://linkedin.com/stone-harbor-investment-partners",
    "https://newfleet.com",
    "https://seixadvisors.com",
    "https://shipemd.com",
    "https://virtus.com",
    "https://x.com/StoneHarborEMD",
    "https://x.com/newfleet"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146029",
  "city_as_filed": "HARTFORD",
  "url": "https://advisorcensus.com/firm/virtus-fixed-income-advisers-llc-hartford-ct-146029",
  "display_name": "Virtus Fixed Income Advisers, LLC",
  "summary": "Virtus Fixed Income Advisers, LLC is an SEC-registered investment advisory firm in Hartford, CT, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Virtus Fixed Income Advisers, LLC (CRD 146029): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based 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"
  ],
  "quick_answers": [
    {
      "q": "How is Virtus Fixed Income Advisers, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Virtus Fixed Income Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Virtus Fixed Income Advisers, LLC located?",
      "a": "Virtus Fixed Income Advisers, LLC's principal office is in Hartford, CT, according to its Form ADV; the April 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Virtus Fixed Income Advisers, LLC registered with the SEC or a state?",
      "a": "Virtus Fixed Income Advisers, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146029."
    },
    {
      "q": "How much does Virtus Fixed Income Advisers, LLC manage?",
      "a": "Virtus Fixed Income Advisers, LLC reports $34,913,755,783 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Virtus Fixed Income Advisers, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Virtus Fixed Income Advisers, LLC: Regulatory assets under management: $16,879,069,278 in the October 2021 data and $34,913,755,783 in the October 2026 data, up 107%. Total employees: 64 in October 2021 and 95 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Virtus Fixed Income Advisers, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (88); pension and profit sharing plans (but not the plan participants or government pension plans) (46); other investment advisers (23)."
    },
    {
      "q": "Which custodians does Virtus Fixed Income Advisers, LLC use?",
      "a": "Virtus Fixed Income Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citigroup, NA as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Virtus Fixed Income 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/146029"
    },
    {
      "q": "What changed in Virtus Fixed Income Advisers, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 78 to 74."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 16879069278.0,
      "total_employees": 64,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 33287086727.0,
      "total_employees": 158,
      "filing_date": "2022-08-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 32095325401.0,
      "total_employees": 104,
      "filing_date": "2023-06-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 32783611615.0,
      "total_employees": 100,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 33006871100.0,
      "total_employees": 96,
      "filing_date": "2025-05-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 34913755783.0,
      "total_employees": 95,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 78 to 74."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citigroup, NA",
      "name_as_filed": "CITIGROUP, NA",
      "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-fixed-income-advisers-llc-hartford-ct-146029.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 13,
      "fewer_than_5": false,
      "raum": 521233556.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 88,
      "fewer_than_5": false,
      "raum": 13205872999.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 3337420794.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 46,
      "fewer_than_5": false,
      "raum": 7656468111.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 373654593.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 4176026562.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 23,
      "fewer_than_5": false,
      "raum": 1865846921.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 893631836.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 1996747548.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 240063927.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 646788936.0
    }
  ],
  "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/146029",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}