SourcingSourcing

CEREDEX VALUE ADVISORS LLC

C42
CRD 146023·SEC 801-68739·WINTER PARK, FL
AUM
$3.43B
$1B+
Est. Revenue
$34.3M
@ 1% on AUM
Est. EBITDA
$10.3M
@ 30% margin
Est. Deal Value
$82.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CEREDEX VALUE ADVISORS LLC
CRD
146023
SEC file #
801-68739
EIN
581604573
DBA names
—

Economics

AUM
$3.43B
AUM band
$1B+
AUM trajectory
'20'26
$8.01B → $3.43B▼ -57%
Client mix
State Or Municipal Govt8
Investment Companies4
Pooled Investment Vehicles3

Operations

Employees (total)
13
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
13 advisors → 11 advisors▼ -15%
Primary office
WINTER PARK FL
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
x.com/virtus

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.
ANGERTHAL, MICHAEL, AARON
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:ceredexvalue.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Compensation
2,570,480
Form 5500 Compensation Trajectory 3y
20252,570,480
Form 5500 Plan Count Trajectory 3y
20258
Schedule C Total Compensation
2,570,480
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Cik
0001319111
Edgar Registered
Yes
Edgar Filing Count
159
Edgar First Filing Date
2005-03-01
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
27
Edgar 13f Latest AUM Estimate
Filing Date2025-02-14
Accession0001591068-25-000003
Edgar Form D Count
1
Edgar Form D Offerings
2010-12-212010-12-21 · 0001319111-10-000008
Edgar Former Names
Virtus Fund Advisers, LLC
RidgeWorth Capital Management LLC

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
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
State Street4
E*trade4
Northern Trust2
Edgar Addresses
Mailing
ONE FINANCIAL PLAZA26TH FLOORHARTFORD, CT 06103
Business
ONE FINANCIAL PLAZA26TH FLOORHARTFORD, CT 06103
Edgar EIN
581604573
Edgar Recent Filings
13F-NT2026-05-14 · 0001319111-26-000002
13F-NT2026-02-13 · 0001319111-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (6)

6
CARNEY, MATTHEW, B
IAR · Executive Officer · 2.5%
6689375
ANGERTHAL, MICHAEL, AARON
Executive Officer · 2.5%
5632934
AYLWARD, GEORGE, ROBERT
Executive Officer · 2.5%
4932163
PURKALITIS, ANDRA, CYNTHIA
Executive Officer · 2.5%
3070864
RIDDICK, MILLS, ALLEN
Executive Officer · 2.5%
1058703
SMIRL, RICHARD, WILLIAM
Executive Officer · 2.5%
4232829