Virtus Investment Partners, Inc. In May 2006, Phoenix Investment Partners adopted the Harris Insight Funds from Harris Investment Management, Inc. Virtus Investment Partners (NASDAQ: VRTS) is a distinctive partnership of boutique investment managers, singularly committed to the long-term success of individual and institutional investors. Ultimate Parent. PIMCO (Pacific Investment Management Company, LLC) is a global investment management firm focusing on active fixed income management. ANNUAL REPORT (VIRTUS LOGO) MUTUAL FUNDS ALTERNATIVE FUNDS Virtus Global Infrastructure Fund Virtus International Real Estate Securities Fund Virtus Market Neutral Fund FUNDS OF F Virtus Investment Partners ETFs distributed by ETF Distributors, LLC , an affiliate of Virtus ETF Advisers LLC. View All with Free Trial. In 2013, the company established a Dublin-based UCITS, and in 2015 acquired a majority interest in ETF Issuer Solutions (ETFis), a New York City-based company that operates a platform for listing, operating, and distributing exchange-traded funds. Please select your investor type. VIRTUS INVESTMENT PARTNERS (b) Address of Issuer’s Principal Executive Offices . other entities who purchased or otherwise acquired the publicly traded securities of Virtus Investment Partners, Inc. (defined below as “VIP”, and, together with its affiliates and subsidiaries, referred to herein as “Virtus” or the “Company”) between January 25, 2013 and May 11, 2015 (the Virtus Investment Partners has 578 employees across 3 locations and $563.25 M in annual revenue in FY 2019. Virtus Investment Partners, Inc. operates a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated subadvisers. Austin, Texas, 78746 (c) Citizenship or similar terms are to Virtus Investment Partners, Inc., a Delaware corporation, and its subsidiaries. PitchBook is a financial technology company that provides data on the capital markets. Virtus Investment Advisers, Inc. ('VIA') serves as investment adviser to Virtus mutual funds and closed-end funds. It was renamed Virtus ETF Solutions. Including company executives, business partners, clauses and more. View All with Free Trial. [5], Virtus completed a majority investment in Sustainable Growth Advisers (SGA), an investment manager headquartered in Stamford, Connecticut that specializes in high-conviction U.S. and global growth equity portfolios, in July 2018.[6]. VIRTUS INVESTMENT PARTNERS, INC. RISK AND FINANCE COMMITTEE CHARTER . Its current trading status is "live". In this capacity, VIA is primarily responsible for implementing an investment strategy for each fund, and selecting either affiliated or unaffiliated subadvisers to implement an investment management program for each of the funds. Building One. Ccp Equity Partners, LLC. Get the full list », To view Virtus Investment Partners’s complete subsidiaries history, request access », To view Virtus Investment Partners’s complete exits history, request access », Chief Financial Officer, Finance & Chief Accounting Officer, Accounting. Information on stock, financials, earnings, subsidiaries, investors, and executives for Virtus Investment Partners. Unfortunately, you don't own enough credit to see this new org chart. 5 Branches. Virtus Investment Partners, Inc. operates a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated subadvisers. Virtus Investment Partners, Inc. From 1995 to 2001, Virtus was a majority-owned indirect subsidiary of Phoenix Life Insurance Co. During this period, the company purchased a majority interest in several boutique investment management companies to establish its multi-manager business model. Introduction. Virtus Investment Partners, Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. Virtus also manages institutional accounts for corporations, multi-employer retirement funds, foundations, endowments, and special purpose funds. Unresolved Staff Comments 15 Item 2. [2], Virtus became an independent publicly traded company on December 31, 2008 upon completion of its spin-off from Phoenix. Virtus Investment Partners Mutual funds, ETFs, and Virtus Global Funds distributed by VP Distributors, LLC , member FINRA and subsidiary of Virtus Investment Partners, Inc. … treasurer douglass's 2014 unclaimed property list. Its retail products include open-end mutual funds, closed-end funds, exchange-traded funds, and variable insurance funds. Hartford, Connecticut, US. In December 2016, Virtus agreed to acquire multi-boutique asset manager RidgeWorth Investments from private equity firm Lightyear Capital and Ridgeworth's employees for $472 million. By resolution adopted by the Board of Directors (the “Board”) of Virtus Investment ... and authorization for the guarantee by the Company of such subsidiaries’ debt or preferred stock securities. In February 2008, Phoenix announced it would spin-off Phoenix Investment Partners as an independent asset management company through a pro-rata dividend of Phoenix Investment Partners' common stock to Phoenix's shareholders. Form 10-Q filed by Virtus Investment Partners, Inc. with the security and exchange commission. Similar Companies. Knight's broker-dealer subsidiaries are in compliance with requirements to hold capital, the company said. 2. That transaction, which was completed in June 2017, added approximately $40 billion in assets managed by Ridgeworth's three wholly owned affiliates, Ceredex Value Advisors, Seix Investment Advisors, and Silvant Capital Management. Preferred Stock ETF (PFFA) (the "Fund") has declared a monthly distribution of $0.16 per share ($1.92 per share on an annualized basis). Relationship Start Node Node I D 254900YJCQ391O8UQ071 [Sustainable Growth Advisers, Limited Partnership] See insights on VIRTUS including office locations, competitors, revenue, financials, executives, subsidiaries … We aim to offer distinguished strategies and original perspectives to help our clients achieve better outcomes. Our Business We are a provider of investment management and related services to individuals and institutions. New virtus investment partners careers are added daily on SimplyHired.com. Virtus Investment Partners Mutual funds, ETFs, and Virtus Global Funds distributed by VP Distributors, LLC , member FINRA and subsidiary of Virtus Investment Partners, Inc. … Co.'s retail investment management services are provided to individuals through products consisting of United States 1940 Act mutual funds and Undertaking for Collective Investment in Transferable Securities, exchange traded funds, closed-end funds and retail separate accounts. By resolution adopted by the Board of Directors (the “Board”) ... majority of whom shall not be employees of the Company or any of its subsidiaries. Virtus Investment Partners, formerly known as Phoenix Investment Partners, Ltd., was formed on November 1, 1995 through a reverse merger with Duff & Phelps Investment Management Co., at the time the investment management affiliate of Duff & Phelps Corporation. 16 virtus investment partners jobs available. Information on stock, financials, earnings, subsidiaries, investors, and executives for Virtus Investment Partners. View Virtus Investment Partners Inc price, streaming chart and supplemental info. has 2 subsidiaries & 65 executives 12 executives to email now Virtus Investment Partners News Call Virtus Investment Partners at +1 413 775 6091 Legal Proceedings 15 Item 4. Retail products (available to individual investors) include open-end mutual funds, closed-end funds, exchange-traded funds, and retail separate accounts. Mutual funds, ETFs, and Virtus Global Funds distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc. 6300 Bee Cave Road. Mutual funds, ETFs, and Virtus Global Funds distributed by VP Distributors, LLC , member FINRA and subsidiary of Virtus Investment Partners, Inc. The low-stress way to find your next virtus investment partners job opportunity is on SimplyHired. [3], The years 2011 through 2018 was a period of expansion for Virtus as it established or acquired several affiliated managers, beginning in June 2011, when it established Newfleet Asset Management as a fixed income affiliate with approximately $5.2 billion of assets under management. 100 Pearl Street,9th Floor, Hartford,CT,06103. All rights reserved. Geographically, the activities are carried out through the region of US and the group generates revenue through investment management fees, distribution and service fees and administration and shareholder service fees. Use the PitchBook Platform to explore the full profile. Annual Report (10-K) EXHIBIT 27. h 27 27 27 27 27 27 27 27 27 27 27 27 27 27 27 27 27 27 144 144 144 144 144 144 144 144 144 144 s 27 27 27 27 27 27 27 27 27 27 27 27 27 27 27 27 27 27 2 2 2 2 2 2 2 2 2 2 pid 3495560 3469934 3469934 3416754 3436094 3160811 3441291 3391086 3389329 3420440 3390941 3390941 3449708 3442756 3493911 3483835 3010027 3428732 3391474 … Virtus Investment Partners Inc stock Interactive financial chart, Made for in-depth analysis and trade ideas generation Virtus Investment Partners is a provider of investment management and related services to individuals and institutions. Mine Safety Disclosures 15 PART II Item 5. Virtus' closed-end funds are managed by four affiliated managers. Public Fundamental Data provided by Morningstar, Inc. You’re viewing 5 of 7 executive team members. EX-21.1 2 vrts12312018ex-211.htm EXHIBIT 21.1 VRTS SUBSIDIARIES LIST Exhibit 21.1. NEW YORK, Jan. 19, 2021 /PRNewswire/ -- The Virtus InfraCap U.S. Founded in 1992, Seix maintains its focus on providing fixed income strategies for institutional investors around the globe. VIRTUS has 95 employees at their 1 location and £59.87 M in annual revenue in FY 2018. [7], Virtus supplements the investment capabilities of its affiliated managers with select unaffiliated subadvisers whose strategies are not available to retail mutual fund customers. Get the full list », To view Virtus Investment Partners’s complete board members history, request access », You’re viewing 5 of 7 investments and acquisitions. The closed-end funds trade on the New Yor… Virtus Investment Partners is a premier provider of investment solutions to individuals, financial advisors, and institutions. Virtus Investment Partners Inc , Total Quarterly Segment Results, Source of Revenue and Income Duff & Phelps Investment Management; Newfleet Asset Management; Please confirm your deletion . Get detailed information on UPLAND SOFTWARE INC (UPLD.NQ) including stock quotes, financial news, historical charts, company background, company fundamentals, company financials, insider trades, annual reports and historical prices in the Company Factsheet. Sustainable Growth Advisers, Limited Partnership is ultimately consolidated by Virtus Investment Partners, Inc. HARTFORD, Conn., Dec. 24, 2019 /PRNewswire/ -- Virtus Investment Partners, Inc. (NASDAQ: VRTS), which operates a multi-boutique asset management business, today announced that its subsidiary Virtus ETF Advisers, LLC has entered into an agreement to … The following is an excerpt from a 10-K SEC Filing, filed by PHOENIX DUFF & PHELPS CORP on 3/30/1998. With actively managed and index-based investment capabilities across multiple asset classes, Virtus offers a range of complementary exchange-traded-funds subadvised by select investment managers. Boasting more than $108.9 billion in assets under management, it operates through affiliated advisors, including Duff & Phelps, Kayne Anderson Rudnick, and Newfleet Asset Management, as well as outside subadvisors. In May 2005, Phoenix Investment Partners acquired the remaining minority interest in Seneca Capital Management and in September of that year acquired the remaining minority interest in Kayne Anderson Rudnick, thereby increasing ownership of both companies to 100%. View Virtus Investment Partners, Inc. contracts and agreements from SEC filings. Virtus Investment Partners Mutual funds, ETFs, and Virtus Global Funds distributed by VP Distributors, LLC , member FINRA and subsidiary of Virtus Investment Partners, Inc. … Regularly review the Company’s policy regarding any dividends to the Boasting more than $108.9 billion in assets under management, it operates through affiliated advisors, including Duff & Phelps, Kayne Anderson Rudnick, and Newfleet Asset Management, as well as outside subadvisors. The Virtus Mutual Funds family consists of 58 open-end mutual funds that are distributed primarily through intermediaries, including national and regional broker-dealers, independent broker-dealers, and independent financial advisory firms. 36 Subsidiaries. In October 2012, Virtus completed the acquisition of Rampart Investment Management, a registered investment advisor specializing in options strategies. There are over 16 virtus investment partners careers waiting for you to apply! 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