DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ceredex Value Advisors LLC
Latest filing Mar 20, 2026
First filing on the tape Mar 27, 2012 · 32 filings
SEC status approved since Jan 15, 2008
RAUM
$3.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$3.4B
derived; firm RAUM over IAPD count
Employees
13
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$3.4B as of Mar 20, 2026
Mar 27, 2012$6.5B then
HNW client RAUM$20.0M as of Jun 12, 2025
Mar 27, 2018$16.0M then
State-registered IARs (5.B.3)0 as of Mar 20, 2026
Mar 26, 20130 then
Employees (5.A)13 as of Mar 20, 2026
Mar 26, 201312 then
Private funds: no history
RAUM -34% over the last fiscal year-21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $3.4BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $143MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 50%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 13.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -34%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$1.6B46%
- Pension and profit-sharing plans$661M19%
- State and municipal entities$501M15%
- Insurance companies$330M9.6%
- Charitable organizations$226M6.6%
- Pooled investment vehicles$145M4.2%
- Corporations and businesses$3.7M0.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 24reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.5 institutional_share=0.5 related_bd=true related_bank=true bd_reps=1.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew B Carney | Winter Park, Fl | Mar 11, 2024 | 14 y | 5 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Dara Beth Day to Davenport & Company LLCMay 25, 2011 · Other
Joined, latest
- Dara Beth Day from Ironoak Advisors LLCOct 17, 2008 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Aaron Michael Angerthal · Executuve Vice President, Chief Financial Officercontrolsince 06/2017 · owns less than 5%
- Robert George Aylward · Chief Executive Officercontrolsince 06/2017 · owns less than 5%
- Cynthia Andra Purkalitis · Executive Vice President And Chief Legal Officercontrolsince 11/2023 · owns less than 5%
- Allen Mills Riddick · Chief Investment Officercontrolsince 01/2008 · owns less than 5%
- William Richard Smirl · Executive Vice Presidentcontrolsince 05/2021 · owns less than 5%
- B Matthew Carney · Chief Compliance Officersince 07/2021 · owns less than 5%
Entity owners
- Virtus Partners, Inc. · Sole Memberdirect · owns 75% or more
- Virtus Investment Partners, Inc. · Sole Shareholderindirect · owns 75% or more of Virtus Partners, Inc. · public reporting company
Related persons
Schedule D 7.A
- Alphasimplex Group, LLCinvestment adviserbanknRAUM $3.1B
- Duff & Phelps Investment Management Co.investment advisernRAUM $13B
- Kayne Anderson Rudnick Investment Management, LLCinvestment advisernRAUM $39B
- Nfj Investment Group, LLCinvestment advisernRAUM $3.0B
- Seix Clo Management Gp LLCpooled vehicle sponsorn
- Seix Clo Management LLCinvestment advisernRAUM $336M
- Silvant Capital Management LLCinvestment advisernRAUM $3.0B
- Sustainable Growth Advisers, LPinvestment advisernRAUM $17B
- Virtus Alternative Investment Advisers, LLCinvestment adviserbanknRAUM $1.1B
- Virtus Advisers, LLCinvestment adviserbanknRAUM $1.4B
- Virtus Fixed Income Advisers, LLCinvestment adviserbanknRAUM $35B
- Virtus Capital Advisers, LLCinvestment adviserbanknRAUM $1.5B
- Virtus Global Partners Pte. Ltd.investment advisern
- Virtus International Fund Management Limitedinvestment adviserpooled vehicle sponsorn
- Virtus International Management Llpinvestment advisern
- Virtus Investment Advisers, LLCinvestment adviserbankpooled vehicle sponsornRAUM $52B
- Vp Distributors LLCbroker-dealern
- Westchester Capital Management, LLCinvestment adviserbanknRAUM $2.9B
- Westchester Capital Partners, LLCinvestment adviserbankpooled vehicle sponsornRAUM $34.2M
Advisers that list Ceredex Value Advisors LLC as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 20, 2026RAUM (Item 5.F) moved from $5,163,385,981 to $3,431,437,288 (-34.0%) between the annual amendments of 2025-03-21 and 2026-03-20; the peer median change was +11.0% (231 comparable advisers, 4.0th percentile of changes)peers: other advisers, $1B to $5B (231) · 3.9% percentile
What changed
consecutive filings, newest first
- Accounts · 28 to 24Jun 12, 2025 to Mar 20, 2026
- Discretionary RAUM · $5.2B to $3.4BJun 12, 2025 to Mar 20, 2026
- HNW RAUM · 19991303.0 to unsetJun 12, 2025 to Mar 20, 2026
- Pension RAUM · $626M to $661MJun 12, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $143M to $145MJun 12, 2025 to Mar 20, 2026
- RAUM · $5.2B to $3.4BJun 12, 2025 to Mar 20, 2026
- Financial planning clients · unset to Mar 21, 2025 to Jun 12, 2025
- HQ city · ORLANDO to WINTER PARKMar 21, 2025 to Jun 12, 2025
- Accounts · 33 to 28Mar 28, 2024 to Mar 21, 2025
- Pension plan clients · 5.0 to unsetMar 28, 2024 to Mar 21, 2025
- Discretionary RAUM · $6.0B to $5.2BMar 28, 2024 to Mar 21, 2025
- HNW RAUM · $18.2M to $20.0MMar 28, 2024 to Mar 21, 2025
- Non-discretionary RAUM · $264M to $0Mar 28, 2024 to Mar 21, 2025
- Pension RAUM · $708M to $626MMar 28, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $145M to $143MMar 28, 2024 to Mar 21, 2025
- RAUM · $6.2B to $5.2BMar 28, 2024 to Mar 21, 2025
- Wrap assets (manager) · $4.3M to $0Mar 28, 2024 to Mar 21, 2025
- Accounts · 42 to 33Nov 29, 2023 to Mar 28, 2024
- Advisory activities · 4 to 5Nov 29, 2023 to Mar 28, 2024
- Charity clients · 6.0 to unsetNov 29, 2023 to Mar 28, 2024
- Pension plan clients · 9 to 5Nov 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $6.7B to $6.0BNov 29, 2023 to Mar 28, 2024
- HNW RAUM · $15.8M to $18.2MNov 29, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $299M to $264MNov 29, 2023 to Mar 28, 2024
- Pension RAUM · $697M to $708MNov 29, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $165M to $145MNov 29, 2023 to Mar 28, 2024
- RAUM · $7.0B to $6.2BNov 29, 2023 to Mar 28, 2024
- Wrap assets (manager) · $3.7M to $4.3MNov 29, 2023 to Mar 28, 2024
- Accounts · 44 to 42Mar 23, 2022 to Mar 24, 2023
- Advisory employees · 12 to 11Mar 23, 2022 to Mar 24, 2023
- Charity clients · 5 to 6Mar 23, 2022 to Mar 24, 2023
- Pension plan clients · 10 to 9Mar 23, 2022 to Mar 24, 2023
- Discretionary RAUM · $9.5B to $6.7BMar 23, 2022 to Mar 24, 2023
- HNW RAUM · unset to 15775997.0Mar 23, 2022 to Mar 24, 2023
- Non-discretionary RAUM · $418M to $299MMar 23, 2022 to Mar 24, 2023
- Pension RAUM · $1.0B to $697MMar 23, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $211M to $165MMar 23, 2022 to Mar 24, 2023
- RAUM · $9.9B to $7.0BMar 23, 2022 to Mar 24, 2023
- Wrap assets (manager) · $4.8M to $3.7MMar 23, 2022 to Mar 24, 2023
- Accounts · 43 to 44Jul 1, 2021 to Mar 23, 2022
Signals
9 dated events
- Ceredex Value Advisors Llc reported RAUM $3.4B, down 34% from $5.2B (2025-06-12 to 2026-03-20)Mar 20, 2026 · RAUM change · derived
- Cynthia Andra Purkalitis (Executive Vice President And Chief Legal Officer) appeared on Schedule A of Ceredex Value Advisors LlcNov 29, 2023 · Control person joined · fact
- Jacqueline Wendy Hills (Executive Vice President, General Counsel And Secretary) no longer on Schedule A of Ceredex Value Advisors Llc (listed 2023-03-24, absent 2023-06-20)Jun 20, 2023 · Control person left · inference
- Ceredex Value Advisors Llc reported RAUM $7.0B, down 29% from $9.9B (2022-03-23 to 2023-03-24)Mar 24, 2023 · RAUM change · derived
- William Richard Smirl (Executive Vice President) appeared on Schedule A of Ceredex Value Advisors LlcJul 1, 2021 · Control person joined · fact
- George Francis Waltman (Executive Vice President) no longer on Schedule A of Ceredex Value Advisors Llc (listed 2020-06-18, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- George Francis Waltman (Executive Vice President) appeared on Schedule A of Ceredex Value Advisors LlcMar 20, 2020 · Control person joined · fact
- Jacqueline Wendy Hills (Executive Vice President, General Counsel And Secretary) appeared on Schedule A of Ceredex Value Advisors LlcOct 16, 2019 · Control person joined · fact
- Stephen Mark Flynn (Executive Vice President, General Counsel And Secretary) no longer on Schedule A of Ceredex Value Advisors Llc (listed 2019-03-27, absent 2019-10-16)Oct 16, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/ceredex-value-advisorsreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/virtus-investment-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- ceredexvalue.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 407-674-1270reportedpublic record, Form ADV, Mar 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $3.4Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026