Company Virtus Investment Partners, Inc.
Equities
VRTS
US92828Q1094
Investment Management & Fund Operators
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
227.6 USD | -1.37% | +0.99% | -5.87% |
Apr. 26 | Transcript : Virtus Investment Partners, Inc., Q1 2024 Earnings Call, Apr 26, 2024 | |
Apr. 26 | Virtus Investment Partners Q1 Adjusted Earnings, Revenue Increase | MT |
Business Summary
Number of employees: 824
Sales per Business
USD in Million | 2022 | Weight | 2023 | Weight | Delta |
---|---|---|---|---|---|
Open-end Funds
36.1
%
| 336 | 37.9 % | 305 | 36.1 % | -9.04% |
Institutional Accounts
20.9
%
| 157 | 17.8 % | 177 | 20.9 % | +12.29% |
Retail Separate Accounts
20.3
%
| 172 | 19.3 % | 171 | 20.3 % | -0.09% |
Administration and Shareholder Service
8.7
%
| 86 | 9.7 % | 74 | 8.7 % | -13.98% |
Closed-end Funds
6.9
%
| 64 | 7.2 % | 58 | 6.9 % | -8.94% |
Distribution and Service
6.6
%
| 68 | 7.6 % | 56 | 6.6 % | -16.83% |
Other Income and Fees
0.4
%
| 5 | 0.5 % | 4 | 0.4 % | -18.82% |
Sales per region
USD in Million | 2022 | Weight | 2023 | Weight | Delta |
---|---|---|---|---|---|
United States
100.0
%
| 886 | 100.0 % | 845 | 100.0 % | -4.64% |
Managers
Managers | Title | Age | Since |
---|---|---|---|
George Aylward
CEO | Chief Executive Officer | 59 | 95-12-31 |
Director of Finance/CFO | 56 | 08-10-05 | |
Richard Smirl
COO | Chief Operating Officer | 56 | 21-05-02 |
Nancy Engberg
CMP | Compliance Officer | 68 | 02-12-31 |
Joseph Fazzino
IRO | Public Communications Contact | - | - |
Sean P. Rourke
IRC | Investor Relations Contact | - | 19-02-28 |
Julia Short
PRN | Corporate Officer/Principal | 52 | 16-12-31 |
Nikita Thaker
PRN | Corporate Officer/Principal | 46 | 15-12-31 |
John McCormack
PRN | Corporate Officer/Principal | - | 15-04-28 |
Thomas Franco
SAM | Sales & Marketing | - | 15-04-28 |
Members of the board
Members of the board | Title | Age | Since |
---|---|---|---|
Peter Bain
BRD | Director/Board Member | 65 | 19-09-30 |
Stephen Zarrilli
BRD | Director/Board Member | 62 | 14-10-08 |
George Aylward
CEO | Chief Executive Officer | 59 | 95-12-31 |
Timothy Holt
CHM | Chairman | 71 | 08-12-31 |
Melody Jones
BRD | Director/Board Member | 64 | 14-10-08 |
W. Morris
BRD | Director/Board Member | 64 | 21-02-28 |
Paul Greig
BRD | Director/Board Member | 68 | 19-09-30 |
Susan Fleming
BRD | Director/Board Member | 54 | 08-12-31 |
Share class
Vote | Quantity | Free-Float | Company-owned shares | Total Float | |
---|---|---|---|---|---|
Stock A | 1 | 12,204,660 | 6,695,922 ( 54.86 %) | 5,075,500 ( 41.59 %) | 54.86 % |
Company contact information
Group companies
Name | Category and Sector |
---|---|
Virtus Investment Advisers, Inc.
Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. |
Investment Managers
|
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). |
Investment Managers
|
Kayne Anderson Rudnick Investment Management LLC
Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients. |
Investment Managers
|
VP Distributors LLC
VP Distributors LLC Investment Banks/BrokersFinance Part of Virtus Investment Partners, Inc., VP Distributors LLC provides broker-dealer services. The private company is based in Greenfield, MA. |
Investment Banks/Brokers
|
Virtus ETF Advisers LLC
Virtus ETF Advisers LLC Investment ManagersFinance Virtus ETF Advisers LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2013 as ETFIS Capital LLC. They are a subsidiary of ETFIS Holdings LLC, ultimately held by Virus Investment Partners, Inc. (NASDAQ: VRTS). Virtus ETF Advisers operates a multi-manager ETF platform that provides investors access to differentiated investment capabilities from select sub-advisers. |
Investment Managers
|
Virtus Alternative Investment Advisers, Inc.
Virtus Alternative Investment Advisers, Inc. Investment ManagersFinance Virtus Alternative Investment Advisers, Inc. (VAIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm is a subsidiary of Virtus Partners, Inc., owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VAIA provides investment services and manages investment advisory accounts for certain open-end and closed-end registered investment companies (Funds) and UCITS. |
Investment Managers
|
Virtus Fixed Income Advisers LLC
Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. |
Investment Managers
|
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. |
Investment Managers
|
Silvant Capital Management LLC
Silvant Capital Management LLC Investment ManagersFinance Silvant Capital Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a 100% owned subsidiary of Virtus Fund Advisers LLC, which was formerly known as RidgeWorth Capital Management LLC prior to the acquisition of RidgeWorth by Virtus Investment Partners, Inc. on June 1, 2017. Virtus Fund Advisers is an investment adviser registered with the SEC and is also a money management holding company. Virtus Fund Advisers is a wholly-owned subsidiary of Virtus Intermediate Holdings LLC, which is wholly owned by Virtus Partners, Inc., whose parent company is Virtus Investment Partners, Inc. Prior to 2008, Silvant was known as the Growth Equity division of Trusco Capital Management, Inc., which became RidgeWorth in 2008. |
Investment Managers
|
Sector
Sales per Business
Quarterly revenue - Rate of surprise
1st Jan change | Capi. | |
---|---|---|
-5.87% | 1.62B | |
-6.03% | 113B | |
-3.98% | 87.91B | |
+20.42% | 63.85B | |
+5.29% | 61.9B | |
+10.12% | 42.86B | |
+7.95% | 40.84B | |
+18.92% | 34.58B | |
+5.88% | 25.46B | |
-5.25% | 22.13B |
- Stock Market
- Equities
- VRTS Stock
- Company Virtus Investment Partners, Inc.