SourcingSourcing

VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC

C34
CRD 143732·SEC 801-67924·HARTFORD, CT
AUM
$1.05B
$1B+
Est. Revenue
$10.5M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC
CRD
143732
SEC file #
801-67924
EIN
363027981
DBA names
—

Economics

AUM
$1.05B
AUM band
$1B+
AUM trajectory
'20'26
$262.0M → $1.05B▲ +302%
Client mix
Investment Companies4

Operations

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

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
facebook.com/virtusinvestmentpartners(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
7
Control Persons
VIRTUS PARTNERS, INC.
PURKALITIS, ANDRA, CYNTHIA
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
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
1,193,440
Form 5500 Compensation Trajectory 3y
20251,106,151
202687,289
Form 5500 Plan Count Trajectory 3y
20253
20262
Schedule C Total Compensation
1,193,440
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0000765443
Edgar Registered
Yes
Edgar Filing Count
124
Edgar First Filing Date
1999-05-11
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
111
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001140361-26-017353

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
10 S. WACKER DR.19TH FLOORCHICAGO, IL 60606
Business
10 S. WACKER DR.19TH FLOORCHICAGO, IL 60606
Edgar EIN
363027981
Edgar Recent Filings
40-APP/A2026-05-13 · 0001193125-26-221897
13F-HR2026-04-28 · 0001140361-26-017353
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (6)

6
PURKALITIS, ANDRA, CYNTHIA
Executive Officer · 2.5%
3070864
SMIRL, RICHARD, WILLIAM
Executive Officer · 2.5%
4232829
FROMM, JENNIFER, SEYMOUR
Executive Officer · 2.5%
4276280
HANLEY, DAVID, GEORGE
Executive Officer · 2.5%
5455435
PERSAUD, CHETRAM
Executive Officer · 2.5%
2655607
SANTORO, KATHRYN, LEE
Executive Officer · 2.5%
5069721