SourcingSourcing

VIRTUS FIXED INCOME ADVISERS, LLC

C22
CRD 146029·SEC 801-68743·HARTFORD, CT
AUM
$34.91B
$1B+
Est. Revenue
$349.1M
@ 1% on AUM
Est. EBITDA
$104.7M
@ 30% margin
Est. Deal Value
$837.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VIRTUS FIXED INCOME ADVISERS, LLC
CRD
146029
SEC file #
801-68743
EIN
954191764
DBA names
—

Economics

AUM
$34.91B
AUM band
$1B+
AUM trajectory
'20'26
$20.39B → $34.91B▲ +71%
Client mix
Investment Companies88
Pension Profit Sharing Plans46
Other Investment Advisers23
Pooled Investment Vehicles20
Individuals High Net Worth13

Operations

Employees (total)
95
Advisory staff (per ADV)
74
Advisory staff (5-yr trend)
'20'26
40 advisors → 74 advisors▲ +85%
Primary office
HARTFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/65266(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
5
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
22
Form 5500 Total Participants
950
Form 5500 Total Compensation
1,942,527
Form 5500 Compensation Trajectory 3y
20261,002,014
2025940,513
20240
Form 5500 Plan Count Trajectory 3y
202518
20263
20241
Schedule C Total Compensation
1,942,527
Schedule C Service Provider Rows
22

SEC EDGAR

Edgar Cik
0002079921
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2025-08-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
4
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0002079921-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Bny Mellon16
Charles Schwab7
E*trade4
Wells Fargo3
Morgan Stanley3
Edgar Addresses
Mailing
ONE FINANCIAL PLAZA - 20TH FLOORHARTFORD, CT 06103
Business
ONE FINANCIAL PLAZA - 20TH FLOORHARTFORD, CT 06103
Edgar EIN
954191764
Edgar Recent Filings
13F-HR2026-05-13 · 0002079921-26-000004
13F-HR2026-02-12 · 0002079921-26-000002
Fee Schedule
Bracket Vii28
Bracket Vi27
Bracket Xii16
Bracket Iii14
Bracket Ix8
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (8)

8
ANGERTHAL, MICHAEL, AARON
Executive Officer · 2.5%
5632934
PURKALITIS, ANDRA, CYNTHIA
Executive Officer · 2.5%
3070864
DILLON, DEIRDRE, ANN
Executive Officer · 2.5%
5469512
SMIRL, RICHARD, WILLIAM
Executive Officer · 2.5%
4232829
MICHELLE GALLO
IAR
2214280
MICHAEL GERARD SEBESTA
IAR
2315984
KIMBERLY CANTRELL MAICHLE
IAR
6367698
ROBERT A SPADA
IAR
1563380