The VIRTUS INVESTMENT GROUP is a publicly held investment adviser that advises $168.73Bn in regulatory assets under management held in 4 SEC fund types across 6 investment strategies. VIRTUS INVESTMENT GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets decreased by 14.15% over the last 5-years.
The Group has been registered with the SEC for 56.91 years and is comprised of 16 filing and 0 relying advisers. They operate out of 39 office locations with their Headquarters at ONE FINANCIAL PLAZA 26TH FLOOR, HARTFORD, CONNECTICUT. The Group has been subject to regulatory enforcement actions. They are regulated by 11 US and Non-US bodies.
They have 433 employees comprised of 241 investment and 192 non-investment staff. The total number of Employees increased by 8.52% over the last 5-years.
Their $168.73Bn in assets advised are owned by 74 private funds, 273 public funds and BDCs and 383 other accounts. Assets of Investment Companies (IC) clients own $110.47Bn or 65.47% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $15.02Bn or 8.9% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 45.96%, 28.27% and 18.78% of total assets, respectively.
They advise 11 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 9 Fund Administrators, 4 Fund Auditors, 3 Prime Brokers, 10 Custodians and 9 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $24.69mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
VIRTUS INVESTMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.