The VIRTUS FAMILY OFFICE is a privately held investment adviser that advises $727.3mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. VIRTUS FAMILY OFFICE is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 369.81% over the last 5-years.
The Group has been registered with the SEC for 5.55 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 500 WEST OVERLAND SUITE 250-Q, EL PASO, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 5 employees comprised of 2 investment and 3 non-investment staff. The total number of Employees increased by 150% over the last 5-years.
Their $727.3mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 9 other accounts. Assets of High Net Worth Individuals clients own $574.7mn or 79.02% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $112.27mn or 15.44% of Total Assets.
The Group's top investment strategies include Multi Strat and Fund of Funds, representing 62.63% and 37.37% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
VIRTUS FAMILY OFFICE names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.