VIRTUS INVESTMENT ADVISERS, INC.
CRD #106982 SEC #801-5995 HARTFORD, CT 800-248-7971
SEC Registered Disclosures
Total AUM
$54B
Discretionary
$54B
Employees
8
Clients
--
Accounts
105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $54B | $54B | $0 | 8 | 0 |
| Sep 2024 | $47.8B | $47.8B | $0 | 8 | 0 |
| Mar 2024 | $47.8B | $47.8B | $0 | 8 | 0 |
| Dec 2023 | $46.2B | $46.2B | $0 | 7 | 0 |
| Jun 2023 | $46.2B | $46.2B | $0 | 7 | 0 |
| Mar 2023 | $46.2B | $46.2B | $0 | 7 | 0 |
| Aug 2022 | $71.8B | $71.8B | $0 | 0 | 0 |
| Mar 2022 | $71.8B | $71.8B | $0 | 0 | 0 |
| Mar 2021 | $64.6B | $64.6B | $0 | 0 | 0 |
| Mar 2020 | $33.2B | $33.2B | $0 | 0 | 0 |
| Oct 2019 | $27B | $27B | $0 | 0 | 0 |
| Mar 2019 | $27B | $27B | $0 | 0 | 0 |
| Jan 2019 | $29.6B | $29.6B | $0 | 0 | 0 |
| Mar 2018 | $29.6B | $29.6B | $0 | 0 | 0 |
| Mar 2017 | $25B | $25B | $0 | 0 | 26 |
| Nov 2016 | $26.9B | $26.9B | $0 | 0 | 100 |
| Nov 2016 | $26.9B | $26.9B | $0 | 0 | 100 |
| Mar 2016 | $29.8B | $29.8B | $0 | 0 | 120 |
| Mar 2016 | $29.8B | $29.8B | $0 | 0 | 120 |
| Dec 2015 | $30.4B | $30.4B | $0 | 0 | 100 |
| Nov 2015 | $30.4B | $30.4B | $0 | 0 | 100 |
| Oct 2015 | $36.1B | $36.1B | $0 | 0 | 300 |
| Aug 2015 | $36.1B | $36.1B | $0 | 0 | 300 |
| May 2015 | $36.1B | $36.1B | $0 | 0 | 300 |
| Apr 2015 | $39.4B | $39.4B | $0 | 0 | 300 |
| Mar 2015 | $39.4B | $39.4B | $0 | 0 | 300 |
| Nov 2014 | $40.5B | $40.5B | $0 | 0 | 500 |
| Mar 2014 | $40.5B | $40.5B | $0 | 0 | 500 |
| Oct 2013 | $37.4B | $37.4B | $0 | 0 | 500 |
| Sep 2013 | $37.4B | $37.4B | $0 | 0 | 500 |
| Sep 2013 | $37.4B | $37.4B | $0 | 0 | 500 |
| Mar 2013 | $30.3B | $30.3B | $0 | 0 | 400 |
| Feb 2013 | $21.1B | $21.1B | $0 | 0 | 300 |
| Dec 2012 | $21.1B | $21.1B | $0 | 0 | 300 |
| Sep 2012 | $21.1B | $21.1B | $0 | 1 | 300 |
| Jul 2012 | $21.1B | $21.1B | $0 | 1 | 300 |
| Apr 2012 | $21.1B | $21.1B | $0 | 1 | 300 |
| Mar 2012 | $21.1B | $21.1B | $0 | 1 | 300 |
| Jul 2011 | $19.6B | $19.3B | $283.7M | 5 | -- |
| Jun 2011 | $19.6B | $19.3B | $283.7M | 5 | -- |
| Jan 2011 | $13.3B | $13.1B | $209.5M | 5 | -- |
| Dec 2010 | $13.3B | $13.1B | $209.5M | 5 | -- |
| Jun 2010 | $13.3B | $13.1B | $209.5M | 5 | -- |
| Jan 2010 | $11.6B | $11.4B | $243.4M | 5 | -- |
| Feb 2009 | $30.9B | $30.9B | $0 | -- | -- |
| Feb 2009 | $30.9B | $30.9B | $0 | -- | -- |
| Mar 2008 | $30.9B | $30.9B | $0 | -- | -- |
| Jan 2008 | $33.4B | $33.4B | $0 | -- | -- |
| Mar 2007 | $33.4B | $33.4B | $0 | -- | -- |
| Feb 2007 | $22.8B | $17.7B | $5.1B | -- | -- |
| Nov 2006 | $22.8B | $17.7B | $5.1B | -- | -- |
| Oct 2005 | $24.6B | $21.5B | $3.2B | -- | -- |
| Jun 2004 | $26.1B | $22.6B | $3.5B | -- | -- |
| Mar 2004 | $26.1B | $22.6B | $3.5B | -- | -- |
| Nov 2003 | $22.8B | $20.2B | $2.6B | -- | -- |
| Mar 2002 | $26B | $21.5B | $4.4B | 251 | -- |
| Oct 2001 | $15.8B | $15.8B | $0 | 251 | -- |
| Jul 2001 | $15.8B | $15.8B | $0 | 251 | -- |
DateJan 2025
Total AUM$54B
Discretionary$54B
Non-Disc.$0
Employees8
Clients0
DateSep 2024
Total AUM$47.8B
Discretionary$47.8B
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$47.8B
Discretionary$47.8B
Non-Disc.$0
Employees8
Clients0
DateDec 2023
Total AUM$46.2B
Discretionary$46.2B
Non-Disc.$0
Employees7
Clients0
DateJun 2023
Total AUM$46.2B
Discretionary$46.2B
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$46.2B
Discretionary$46.2B
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$71.8B
Discretionary$71.8B
Non-Disc.$0
Employees0
Clients0
DateMar 2022
Total AUM$71.8B
Discretionary$71.8B
Non-Disc.$0
Employees0
Clients0
DateMar 2021
Total AUM$64.6B
Discretionary$64.6B
Non-Disc.$0
Employees0
Clients0
DateMar 2020
Total AUM$33.2B
Discretionary$33.2B
Non-Disc.$0
Employees0
Clients0
DateOct 2019
Total AUM$27B
Discretionary$27B
Non-Disc.$0
Employees0
Clients0
DateMar 2019
Total AUM$27B
Discretionary$27B
Non-Disc.$0
Employees0
Clients0
DateJan 2019
Total AUM$29.6B
Discretionary$29.6B
Non-Disc.$0
Employees0
Clients0
DateMar 2018
Total AUM$29.6B
Discretionary$29.6B
Non-Disc.$0
Employees0
Clients0
DateMar 2017
Total AUM$25B
Discretionary$25B
Non-Disc.$0
Employees0
Clients26
DateNov 2016
Total AUM$26.9B
Discretionary$26.9B
Non-Disc.$0
Employees0
Clients100
DateNov 2016
Total AUM$26.9B
Discretionary$26.9B
Non-Disc.$0
Employees0
Clients100
DateMar 2016
Total AUM$29.8B
Discretionary$29.8B
Non-Disc.$0
Employees0
Clients120
DateMar 2016
Total AUM$29.8B
Discretionary$29.8B
Non-Disc.$0
Employees0
Clients120
DateDec 2015
Total AUM$30.4B
Discretionary$30.4B
Non-Disc.$0
Employees0
Clients100
DateNov 2015
Total AUM$30.4B
Discretionary$30.4B
Non-Disc.$0
Employees0
Clients100
DateOct 2015
Total AUM$36.1B
Discretionary$36.1B
Non-Disc.$0
Employees0
Clients300
DateAug 2015
Total AUM$36.1B
Discretionary$36.1B
Non-Disc.$0
Employees0
Clients300
DateMay 2015
Total AUM$36.1B
Discretionary$36.1B
Non-Disc.$0
Employees0
Clients300
DateApr 2015
Total AUM$39.4B
Discretionary$39.4B
Non-Disc.$0
Employees0
Clients300
DateMar 2015
Total AUM$39.4B
Discretionary$39.4B
Non-Disc.$0
Employees0
Clients300
DateNov 2014
Total AUM$40.5B
Discretionary$40.5B
Non-Disc.$0
Employees0
Clients500
DateMar 2014
Total AUM$40.5B
Discretionary$40.5B
Non-Disc.$0
Employees0
Clients500
DateOct 2013
Total AUM$37.4B
Discretionary$37.4B
Non-Disc.$0
Employees0
Clients500
DateSep 2013
Total AUM$37.4B
Discretionary$37.4B
Non-Disc.$0
Employees0
Clients500
DateSep 2013
Total AUM$37.4B
Discretionary$37.4B
Non-Disc.$0
Employees0
Clients500
DateMar 2013
Total AUM$30.3B
Discretionary$30.3B
Non-Disc.$0
Employees0
Clients400
DateFeb 2013
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees0
Clients300
DateDec 2012
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees0
Clients300
DateSep 2012
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees1
Clients300
DateJul 2012
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees1
Clients300
DateApr 2012
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$21.1B
Discretionary$21.1B
Non-Disc.$0
Employees1
Clients300
DateJul 2011
Total AUM$19.6B
Discretionary$19.3B
Non-Disc.$283.7M
Employees5
Clients--
DateJun 2011
Total AUM$19.6B
Discretionary$19.3B
Non-Disc.$283.7M
Employees5
Clients--
DateJan 2011
Total AUM$13.3B
Discretionary$13.1B
Non-Disc.$209.5M
Employees5
Clients--
DateDec 2010
Total AUM$13.3B
Discretionary$13.1B
Non-Disc.$209.5M
Employees5
Clients--
DateJun 2010
Total AUM$13.3B
Discretionary$13.1B
Non-Disc.$209.5M
Employees5
Clients--
DateJan 2010
Total AUM$11.6B
Discretionary$11.4B
Non-Disc.$243.4M
Employees5
Clients--
DateFeb 2009
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$33.4B
Discretionary$33.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$33.4B
Discretionary$33.4B
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$22.8B
Discretionary$17.7B
Non-Disc.$5.1B
Employees--
Clients--
DateNov 2006
Total AUM$22.8B
Discretionary$17.7B
Non-Disc.$5.1B
Employees--
Clients--
DateOct 2005
Total AUM$24.6B
Discretionary$21.5B
Non-Disc.$3.2B
Employees--
Clients--
DateJun 2004
Total AUM$26.1B
Discretionary$22.6B
Non-Disc.$3.5B
Employees--
Clients--
DateMar 2004
Total AUM$26.1B
Discretionary$22.6B
Non-Disc.$3.5B
Employees--
Clients--
DateNov 2003
Total AUM$22.8B
Discretionary$20.2B
Non-Disc.$2.6B
Employees--
Clients--
DateMar 2002
Total AUM$26B
Discretionary$21.5B
Non-Disc.$4.4B
Employees251
Clients--
DateOct 2001
Total AUM$15.8B
Discretionary$15.8B
Non-Disc.$0
Employees251
Clients--
DateJul 2001
Total AUM$15.8B
Discretionary$15.8B
Non-Disc.$0
Employees251
Clients--