VIRTUS INVESTMENT ADVISERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $51.74B |
| Discretionary | $51.74B100% of AUM |
| Client Accounts | 106 |
| Avg Account Size | $488.2M |
| Employees | 1 |
| Peak AUM | $71.84BMar 2022 |
| AUM CAGR | +4.8% /yrover 25 yrs · 88 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $51.7B | 4.1% | +3.8% | 4.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $51.74B |
| Discretionary | $51.74B |
| Employees | 1 |
| Client Accounts | 106 |
Contact & Location
Address
ONE FINANCIAL PLAZA
HARTFORD CT 06103
Phone
800-248-7971
Filing History
88 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Pooled)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$51.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
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