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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

EUCLID ADVISORS LLC

CRD 109483

HARTFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e516c325-008e-e2f7-8b0a-00d87b601dae

Data as of Mar 30, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Mar 30, 2017
18 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 0
Advisory employees: 0
SEC number: 801-54263
CRD: 109483
Filings on the tape: 18
First filed: Mar 30, 2012
Latest filed: Mar 30, 2017
Organised: Limited Liability Company, New York

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANGERTHAL, MICHAEL, AARON	EXECUTIVE VICE PRESIDENT AND TREASURER	Na	yes	06/2009	Mar 30, 2012	Mar 30, 2017
AYLWARD, GEORGE, ROBERT	PRESIDENT AND CHAIRMAN	Na	yes	11/2006	Mar 30, 2012	Mar 30, 2017
FLYNN, MARK, STEPHEN	EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY	Na	yes	08/2011	Mar 30, 2012	Mar 30, 2017
VIRTUS INVESTMENT PARTNERS, INC.	Shareholder	E	yes	11/2008	Mar 30, 2012	Mar 30, 2017
VIRTUS PARTNERS, INC.	SOLE MEMBER	E	yes	10/2010	Mar 30, 2012	Mar 30, 2017
WALTMAN, FRANCIS, GEORGE	EXECUTIVE VICE PRESIDENT	Na	yes	08/2011	Mar 30, 2012	Mar 30, 2017
CARR, KEVIN, JOHN	SENIOR VICE PRESIDENT AND SECRETARY	Na	no	08/2011	Mar 30, 2012	Mar 30, 2017
FUSCO, DAVID, ELLIOT	VICE PRESIDENT, COMPLIANCE	Na	no	08/2011	Mar 30, 2012	Mar 30, 2017
HANLEY, DAVID, GEORGE	VICE PRESIDENT AND ASSISTANT TREASURER	Na	no	06/2009	Mar 30, 2012	Mar 30, 2017
SENA, JAMES, ROBERT	VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	Na	no	04/2015	May 7, 2015	Mar 30, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

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
DUFF & PHELPS INVESTMENT MANAGEMENT CO.	n/a	Asset manager	$13B	N	yes	n/a
NEWFLEET ASSET MANAGEMENT, LLC	n/a	Former SEC adviser	$10B	N	yes	n/a
VIRTUS ETF ADVISERS LLC	n/a	Other adviser	$1.4B	N	yes	n/a
RAMPART INVESTMENT MANAGEMENT COMPANY, LLC	n/a	Former SEC adviser	$1.2B	N	yes	n/a
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC.	n/a	Asset manager	$1.1B	N	yes	n/a
ETF DISTRIBUTORS LLC	n/a	n/a	n/a	N	yes	n/a
VIRTUS RETIREMENT INVESTMENT ADVISERS, LLC	n/a	Former SEC adviser	n/a	N	yes	n/a
VP DISTRIBUTORS LLC	n/a	n/a	n/a	N	yes	n/a
ZWEIG ADVISERS LLC	n/a	Former SEC adviser	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 30, 2017	n/a	n/a	0	0	n/a	n/a	n/a
2015	Mar 29, 2016	$3.7B	$3.6B	7	5	n/a	n/a	n/a
2014	Mar 31, 2015	$12B	$12B	7	5	n/a	n/a	n/a
2013	Mar 28, 2014	$13B	$13B	7	5	n/a	n/a	n/a
2012	Mar 28, 2013	$6.2B	$6.2B	6	4	n/a	n/a	n/a
2011	Mar 30, 2012	$4.3B	$4.3B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	n/a	$3.7B	n/a	$13B	n/a	0	7	n/a	n/a

Relationships

Affiliated with (11)

→ NEWFLEET ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ VIRTUS INVESTMENT ADVISERS, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ DUFF & PHELPS INVESTMENT MANAGEMENT CO.Registered adviserother investment adviser, bank, common control
factForm ADV
→ ZWEIG ADVISERS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ RAMPART INVESTMENT MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
→ VIRTUS ADVISERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ VIRTUS RETIREMENT INVESTMENT ADVISERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CLIFFWATER INVESTMENTS LLCRegistered adviserother investment adviser, common control
factForm ADV
← NEWFOUND INVESTMENTS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV

Controls (6)

← WALTMAN, FRANCIS, GEORGEOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← AYLWARD, GEORGE, ROBERTOwnerPRESIDENT AND CHAIRMAN, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← ANGERTHAL, MICHAEL, AARONOwnerEXECUTIVE VICE PRESIDENT AND TREASURER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← FLYNN, MARK, STEPHENOwnerEXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← VIRTUS INVESTMENT PARTNERS, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV
← VIRTUS PARTNERS, INC.OwnerSOLE MEMBER, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV

Owns (4)

← FUSCO, DAVID, ELLIOTOwnerVICE PRESIDENT, COMPLIANCE, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← CARR, KEVIN, JOHNOwnerSENIOR VICE PRESIDENT AND SECRETARY, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← SENA, JAMES, ROBERTOwnerVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 7, 2015 to presentfactForm ADV
← HANLEY, DAVID, GEORGEOwnerVICE PRESIDENT AND ASSISTANT TREASURER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e516c325-008e-e2f7-8b0a-00d87b601dae
First observed: Mar 30, 2012
Last observed: Mar 30, 2017 115 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EUCLID ADVISORS LLC

CRD 109483

HARTFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e516c325-008e-e2f7-8b0a-00d87b601dae

Data as of Mar 30, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANGERTHAL, MICHAEL, AARON

EXECUTIVE VICE PRESIDENT AND TREASURER

yes

06/2009

Mar 30, 2012

Mar 30, 2017

AYLWARD, GEORGE, ROBERT

PRESIDENT AND CHAIRMAN

yes

11/2006

Mar 30, 2012

Mar 30, 2017

FLYNN, MARK, STEPHEN

EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY

yes

08/2011

Mar 30, 2012

Mar 30, 2017

VIRTUS INVESTMENT PARTNERS, INC.

Shareholder

yes

11/2008

Mar 30, 2012

Mar 30, 2017

VIRTUS PARTNERS, INC.

SOLE MEMBER

yes

10/2010

Mar 30, 2012

Mar 30, 2017

WALTMAN, FRANCIS, GEORGE

EXECUTIVE VICE PRESIDENT

yes

08/2011

Mar 30, 2012

Mar 30, 2017

CARR, KEVIN, JOHN

SENIOR VICE PRESIDENT AND SECRETARY

08/2011

Mar 30, 2012

Mar 30, 2017

FUSCO, DAVID, ELLIOT

VICE PRESIDENT, COMPLIANCE

08/2011

Mar 30, 2012

Mar 30, 2017

HANLEY, DAVID, GEORGE

VICE PRESIDENT AND ASSISTANT TREASURER

06/2009

Mar 30, 2012

Mar 30, 2017

SENA, JAMES, ROBERT

VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER

04/2015

May 7, 2015

Mar 30, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VIRTUS INVESTMENT ADVISERS, INC.

n/a

Asset manager

$52B

yes

n/a

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC

n/a

Mixed wealth

$39B

yes

n/a

DUFF & PHELPS INVESTMENT MANAGEMENT CO.

n/a

Asset manager

$13B

yes

n/a

NEWFLEET ASSET MANAGEMENT, LLC

n/a

Former SEC adviser

$10B

yes

n/a

VIRTUS ETF ADVISERS LLC

n/a

Other adviser

$1.4B

yes

n/a

RAMPART INVESTMENT MANAGEMENT COMPANY, LLC

n/a

Former SEC adviser

$1.2B

yes

n/a

VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC.

n/a

Asset manager

$1.1B

yes

n/a

ETF DISTRIBUTORS LLC

n/a

yes

n/a

VIRTUS RETIREMENT INVESTMENT ADVISERS, LLC

n/a

Former SEC adviser

n/a

yes

n/a

VP DISTRIBUTORS LLC

n/a

yes

n/a

ZWEIG ADVISERS LLC

n/a

Former SEC adviser

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 30, 2017

n/a

2015

Mar 29, 2016

$3.7B

$3.6B

n/a

2014

Mar 31, 2015

$12B

n/a

2013

Mar 28, 2014

$13B

n/a

2012

Mar 28, 2013

$6.2B

n/a

2011

Mar 30, 2012

$4.3B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

n/a

$3.7B

n/a

$13B

n/a