Virtus Investment Advisers, LLC

Overview

Virtus Investment Advisers, LLC is an SEC registered investment adviser based in Hartford, CT, registered since 1969. It reports $51.7B in assets under management across 106 accounts, with 1 employees. It has 73 investment adviser representatives.

Reported AUM

$51.7B

Discretionary

100%

Accounts

106

Average account

$488M

Employees

1

Advisory reps

73

Registered since

1969

Jurisdictions

6

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies
• Other Advisory Services
• Selection of Other Advisors

Client types

• Investment Companies

Fee structure

Percentage of Assets

Executive officers 3 of 7

• Andra Cynthia Purkalitis Executive Vice President, Chief Legal Officer CRD 3070864
• James Robert Sena Chief Compliance Officer CRD 2735258
• Daphne Tippens Chisolm Vice President, Senior Counsel, Assistant Secretary CRD 6179953

4 more executive officers, with direct contact details

Advisory reps 3 of 73

• Jessica Wilbur Alvarez Registered Rep · Investment Adviser Rep CRD 4249909
• John Thomas Andrews Registered Rep · Investment Adviser Rep CRD 5011748
• John D Baka Registered Rep · Investment Adviser Rep CRD 2506402

70 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 Financial Plz Fl 26
Hartford, CT 06103

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: virtus.com

Every state, with registration dates

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