Virtus Alternative Investment Advisers, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 4
- Avg AUM / client
- $263M
- Accounts
- 4
- Employees
- 0
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 4 | $1.1B | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angerthal, Michael, Aaron | Director, Executive Vice President And Treasurer | Jun 2009 (17y) | Less than 5% | |
| Hanley, David, George | Vice President And Assistant Treasurer | Jun 2009 (17y) | Less than 5% | |
| Aylward, George, Robert | Director And President | Nov 2013 (13y) | Less than 5% | |
| Persaud, Chetram | Chief Compliance Officer | Apr 2014 (12y) | Less than 5% | |
| Smirl, Richard, William | Executive Vice President And Chief Operating Officer | May 2021 (5y) | Less than 5% | |
| Purkalitis, Andra, Cynthia | Executive Vice President And Chief Legal Officer | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Virtus Partners, Inc. | Shareholder | Mar 2007 | A | 75% or more |
| Virtus Investment Partners, Inc. | Shareholder | Nov 2008 | B | ≈ 56.25% – 100% via Virtus Partners, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Virtus Investment Partners, Inc.: 75% – 100% of Virtus Partners, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.77 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗