SourcingSourcing

VIRTUS ADVISERS, LLC

C21
CRD 168955·SEC 801-78585·HARTFORD, CT
AUM
$1.42B
$1B+
Est. Revenue
$14.2M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VIRTUS ADVISERS, LLC
CRD
168955
SEC file #
801-78585
EIN
222169066
DBA names
—

Economics

AUM
$1.42B
AUM band
$1B+
AUM trajectory
'20'26
$667.6M → $1.42B▲ +112%
Client mix
Investment Companies6
Pooled Investment Vehicles3

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
2 advisors → 7 advisors▲ +250%
Primary office
HARTFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

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

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
8
Control Persons
VIRTUS PARTNERS, INC.
CARNEY, MATTHEW, B
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000740913
Edgar Registered
Yes
Edgar Filing Count
118
Edgar First Filing Date
1999-05-11
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
111
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0000740913-26-000006
Edgar Form D Count
1
Edgar Form D Offerings
2010-05-112010-05-11 · 0001144204-10-026133

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
REAVES W H & CO INC10 EXCHANGE PLACEJERSEY CITY, NJ 07302
Business
10 EXCHANGE PLACEJERSEY CITY, NJ 07302
Edgar EIN
222169066
Edgar Recent Filings
13F-HR2026-05-07 · 0000740913-26-000006
13F-HR2026-02-10 · 0000740913-26-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (7)

7
CARNEY, MATTHEW, B
Executive Officer · 2.5%
6689375
GHOSH, KUNAL
Executive Officer · 2.5%
7991502
PIETRANICO, PAUL-CHARLES,
Executive Officer · 2.5%
2597736
PURKALITIS, ANDRA, CYNTHIA
Executive Officer · 2.5%
3070864
SMIRL, RICHARD, WILLIAM
Executive Officer · 2.5%
4232829
HANLEY, DAVID, GEORGE
Executive Officer · 2.5%
5455435
SANTORO, KATHRYN, LEE
Executive Officer · 2.5%
5069721