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CRD 146025
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANGERTHAL, MICHAEL, AARON | EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER | Na | yes | 06/2017 | Jun 29, 2017 | Mar 27, 2024 |
| AYLWARD, GEORGE, ROBERT | CHIEF EXECUTIVE OFFICER | Na | yes | 06/2017 | Jun 29, 2017 | Mar 27, 2024 |
| PURKALITIS, ANDRA, CYNTHIA | EXECUTIVE VICE PRESIDENT AND CHIEF LEGAL OFFICER | Na | yes | 11/2023 | Nov 29, 2023 | Mar 27, 2024 |
| SANSOTERRA, MICHAEL, ANTHONY | CHIEF INVESTMENT OFFICER | Na | yes | 05/2015 | May 29, 2015 | Mar 27, 2024 |
| SMIRL, RICHARD, WILLIAM | EXECUTIVE VICE PRESIDENT | Na | yes | 05/2021 | Jul 1, 2021 | Mar 27, 2024 |
| VIRTUS INVESTMENT PARTNERS, INC. | SOLE SHAREHOLDER | E | yes | 12/2008 | Jun 29, 2017 | Mar 27, 2024 |
| VIRTUS PARTNERS, INC. | Shareholder | E | yes | 01/2018 | Jun 29, 2017 | Mar 27, 2024 |
| CARNEY, MATTHEW, B | CHIEF COMPLIANCE OFFICER | Na | no | 07/2021 | Jul 1, 2021 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| VIRTUS INVESTMENT ADVISERS, INC. | n/a | Asset manager | $52B | N | yes | n/a |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | n/a | Mixed wealth | $39B | N | yes | n/a |
| VIRTUS FIXED INCOME ADVISERS, LLC | n/a | Other adviser | $35B | N | yes | n/a |
| SUSTAINABLE GROWTH ADVISERS, LP | n/a | Asset manager | $17B | N | yes | n/a |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO. | n/a | Asset manager | $13B | N | yes | n/a |
| CEREDEX VALUE ADVISORS LLC | n/a | Other adviser | $3.4B | N | yes | n/a |
| ALPHASIMPLEX GROUP, LLC | n/a | Asset manager | $3.1B | N | yes | n/a |
| NFJ INVESTMENT GROUP, LLC | n/a | Asset manager | $3.0B | N | yes | n/a |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | n/a | Asset manager | $2.9B | N | yes | n/a |
| VIRTUS FUND ADVISERS, LLC | n/a | Other adviser | $1.5B | N | yes | n/a |
| VIRTUS ETF ADVISERS LLC | n/a | Other adviser | $1.4B | N | yes | n/a |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | n/a | Asset manager | $1.1B | N | yes | n/a |
| SEIX CLO MANAGEMENT LLC | n/a | Asset manager | $336M | N | yes | n/a |
| WESTCHESTER CAPITAL PARTNERS, LLC | n/a | Asset manager | $34.2M | N | yes | n/a |
| SEIX CLO MANAGEMENT GP LLC | n/a | n/a | n/a | N | yes | n/a |
| VIRTUS GLOBAL PARTNERS PTE. LTD. | n/a | n/a | n/a | N | yes | n/a |
| VIRTUS INTERNATIONAL FUND MANAGEMENT LIMITED | n/a | n/a | n/a | N | yes | n/a |
| VIRTUS INTERNATIONAL MANAGEMENT LLP | n/a | n/a | n/a | N | yes | n/a |
| VP DISTRIBUTORS LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Tampa | FL | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 20, 2026 | $3.0B | $3.0B | 8 | 6 | 1 | n/a | n/a |
| 2024 | Mar 21, 2025 | $2.5B | $2.5B | 8 | 6 | 1 | n/a | n/a |
| 2023 | Mar 27, 2024 | $2.2B | $1.9B | 8 | 6 | 1 | n/a | n/a |
| 2022 | Mar 24, 2023 | $1.7B | $1.4B | 8 | 6 | 1 | n/a | n/a |
| 2021 | Mar 23, 2022 | $873M | $596M | 8 | 7 | 1 | n/a | n/a |
| 2020 | Mar 16, 2021 | $855M | $601M | 8 | 8 | 1 | n/a | n/a |
| 2019 | Mar 18, 2020 | $821M | $568M | 8 | 8 | 1 | n/a | n/a |
| 2018 | Mar 27, 2019 | $748M | $519M | 8 | 8 | 1 | n/a | n/a |
| 2017 | Mar 27, 2018 | $1.1B | $1.1B | 8 | 8 | 1 | n/a | n/a |
| 2016 | Mar 30, 2017 | $1.3B | $1.3B | 8 | 8 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $1.4B | $1.4B | 8 | 8 | n/a | n/a | n/a |
| 2014 | Mar 27, 2015 | $1.7B | $1.7B | 10 | 10 | n/a | n/a | n/a |
| 2013 | Mar 10, 2014 | $2.2B | $2.2B | 11 | 11 | n/a | n/a | n/a |
| 2012 | Mar 26, 2013 | $3.0B | $3.0B | 11 | 11 | n/a | n/a | n/a |
| 2011 | Mar 28, 2012 | $3.7B | $3.7B | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.0B | $2.5B | 24.1% | $1.7B | 21.6% | 8 | 8 | 1 | 1 |