SourcingSourcing

VIRTUS CAPITAL ADVISERS, LLC

C31
CRD 107346·SEC 801-23163·HARTFORD, CT
AUM
$1.49B
$1B+
Est. Revenue
$14.9M
@ 1% on AUM
Est. EBITDA
$4.5M
@ 30% margin
Est. Deal Value
$35.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VIRTUS CAPITAL ADVISERS, LLC
CRD
107346
SEC file #
801-23163
EIN
200262509
DBA names
—

Economics

AUM
$1.49B
AUM band
$1B+
AUM trajectory
'20'26
$13.98B → $1.49B▼ -89%
Client mix
Other201
Pooled Investment Vehicles8
Corporations4

Operations

Employees (total)
0
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
HARTFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/virtus-investment-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VIRTUS PARTNERS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
VIRTUS PARTNERS, INC.
HANLEY, DAVID, GEORGE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:virtus.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001276918
Edgar Registered
Yes
Edgar Filing Count
105
Edgar First Filing Date
2004-01-30
Edgar Last Filing Date
2026-04-09
Edgar 13f Count
91
Edgar 13f Latest AUM Estimate
Filing Date2026-04-09
Accession0001276918-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
State Street12
E*trade4
Northern Trust2
Edgar Addresses
Mailing
326 ADMIRAL WAYSTE 200EDMONDS, WA 98020
Business
326 ADMIRAL WAYSTE 200EDMONDS, WA 98020
Edgar EIN
200262509
Edgar Recent Filings
13F-HR2026-04-09 · 0001276918-26-000005
13F-HR2026-01-15 · 0001276918-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (12)

12
HANLEY, DAVID, GEORGE
Executive Officer · 2.5%
5455435
PURKALITIS, ANDRA, CYNTHIA
Executive Officer · 2.5%
3070864
SMIRL, RICHARD, WILLIAM
Executive Officer · 2.5%
4232829
PERSAUD, CHETRAM
Executive Officer · 2.5%
2655607
ADAM J SHAPIRO
Executive Officer · 2.5%
4047045
WILLIAM Harcourt LYNN
IAR
7697198
JOSEPH CHRISTOPHER GILLIGAN
IAR
2617604
MARINER, CARL, STEVEN
IAR
5606261
JERAD RYAN ROSBURG
IAR
8089841
Tracy Riordan
IAR
4274722
Carly Marie Denial
IAR
7285305
ZACHARY KENDAL POTTER
IAR
6187682