VIRTERA PARTNERS LLC
CRD #308187 SEC #801-126022 PEPPER PIKE, OH 216-859-8800
SEC Registered Private Funds
Total AUM
$452.1M
Discretionary
$337.3M
Employees
4
Clients
--
Accounts
71
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $452.1M | $337.3M | $114.8M | 4 | 1 |
| Jul 2025 | $452.1M | $337.3M | $114.8M | 3 | 1 |
| Mar 2025 | $455.8M | $341M | $114.8M | 4 | 1 |
| Jul 2024 | $346.9M | $213.2M | $133.8M | 4 | 1 |
| Apr 2024 | $346.9M | $213.2M | $133.8M | 4 | 1 |
| Mar 2024 | $346.9M | $213.2M | $133.8M | 4 | 1 |
| Jul 2023 | $185.7M | $145.8M | $39.9M | 4 | 2 |
| Mar 2023 | $185.7M | $145.8M | $39.9M | 4 | 2 |
| Sep 2022 | $127M | $53.6M | $73.4M | 4 | 0 |
| Aug 2022 | $127M | $53.6M | $73.4M | 4 | 0 |
| Aug 2022 | $127M | $53.6M | $73.4M | 4 | 0 |
| Jun 2022 | $127M | $53.6M | $73.4M | 4 | 0 |
| Dec 2020 | $49.8M | $0 | $49.8M | 3 | 0 |
| Sep 2020 | $0 | $0 | $0 | 1 | 0 |
| Aug 2020 | $0 | $0 | $0 | 1 | 0 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$452.1M
Discretionary$337.3M
Non-Disc.$114.8M
Employees4
Clients1
DateJul 2025
Total AUM$452.1M
Discretionary$337.3M
Non-Disc.$114.8M
Employees3
Clients1
DateMar 2025
Total AUM$455.8M
Discretionary$341M
Non-Disc.$114.8M
Employees4
Clients1
DateJul 2024
Total AUM$346.9M
Discretionary$213.2M
Non-Disc.$133.8M
Employees4
Clients1
DateApr 2024
Total AUM$346.9M
Discretionary$213.2M
Non-Disc.$133.8M
Employees4
Clients1
DateMar 2024
Total AUM$346.9M
Discretionary$213.2M
Non-Disc.$133.8M
Employees4
Clients1
DateJul 2023
Total AUM$185.7M
Discretionary$145.8M
Non-Disc.$39.9M
Employees4
Clients2
DateMar 2023
Total AUM$185.7M
Discretionary$145.8M
Non-Disc.$39.9M
Employees4
Clients2
DateSep 2022
Total AUM$127M
Discretionary$53.6M
Non-Disc.$73.4M
Employees4
Clients0
DateAug 2022
Total AUM$127M
Discretionary$53.6M
Non-Disc.$73.4M
Employees4
Clients0
DateAug 2022
Total AUM$127M
Discretionary$53.6M
Non-Disc.$73.4M
Employees4
Clients0
DateJun 2022
Total AUM$127M
Discretionary$53.6M
Non-Disc.$73.4M
Employees4
Clients0
DateDec 2020
Total AUM$49.8M
Discretionary$0
Non-Disc.$49.8M
Employees3
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0