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VIRTUS FAMILY OFFICE, LLC, CRD 298272
EL PASO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Norma Angelica Peralta Morales | n/a | EL PASO, TX | 5 | 12 | n/a | no |
| Jesus Eduardo Duran | n/a | EL PASO, TX | 1 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| VFO ALTERNATIVE INVESTMENT FUND | Other Private Fund | $32.1M | May 14, 2024 | 55 | Jun 24, 2022 | reported | 021-436687 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CJMM INVESTMENTS, LLC | Shareholder | C | yes | 04/2022 | Jul 12, 2021 | May 14, 2024 |
| CONSULTORIA Y ASESORIA FUNDAMENTAL, S.A.S | Shareholder | C | yes | 04/2022 | Jul 12, 2021 | May 14, 2024 |
| GRUPO EIGER, S.C. | Shareholder | B | yes | 04/2022 | Mar 31, 2023 | May 14, 2024 |
| SKYLIGHT CAPITAL PARTNERS LLC | Shareholder | C | yes | 04/2022 | Jul 12, 2021 | May 14, 2024 |
| Peralta Morales, Norma, Angelica | CHIEF COMPLIANCE OFFICER | Na | no | 04/2022 | May 12, 2022 | May 14, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| VFO CONSULTING S.A.P.I. DE C.V. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $727M | $727M | 5 | 2 | 0 | 2 | n/a |
| 2024 | Mar 26, 2025 | $543M | $543M | 4 | 1 | 0 | 1 | n/a |
| 2023 | Mar 25, 2024 | $460M | $460M | 4 | 1 | 0 | 1 | $30.4M |
| 2022 | Mar 31, 2023 | $345M | $345M | 4 | 1 | 0 | 1 | $23.4M |
| 2021 | Mar 24, 2022 | $335M | $335M | 2 | 2 | 0 | n/a | n/a |
| 2020 | Jan 11, 2021 | $155M | $155M | 1 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $727M | $543M | 33.8% | $345M | 28.2% | 5 | 4 | 0 | 0 |