Virtus Alternative Investment Advisers, Inc. is a large advisory firm based in Hartford. It manages $261.97 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Connecticut.
Virtus Alternative Investment Advisers provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Virtus Alternative Investment Advisers, Inc. is $261.97 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Virtus Alternative Investment Advisers, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Francis George Waltman is investment companies with 5 clients and $261.97 million of assets under management. Among the 8 most similar advisory firms, Virtus Alternative Investment Advisers has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $261.97 million for 5 clients. None of the firm’s clients are foreign persons or businesses.
Virtus Alternative Investment Advisers doesn't advise any private funds.
Francis George Waltman has been acting as President since 1 Nov 2008. Chetram Persaud joined the executive team most recently as the Chief Compliance Officer.
The principal office where Virtus Alternative Investment Advisers, Inc. performs its advisory services is located at One Financial Plaza, Hartford, CT 06103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-248-7971 or by fax 860-241-1024. The normal business hours are 9:00 am - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at virtus.com.