Virtus Investment Partners, Inc. (VRTS)

NYSE: VRTS · IEX Real-Time Price · USD
+3.55 (1.55%)
Feb 29, 2024, 4:00 PM EST - Market closed

Company Description

Virtus Investment Partners, Inc. is a publicly owned investment manager.

The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios.

The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets.

The firm also invests in exchange traded funds. It employs a multi manager approach for its products.

The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index.

The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.

Virtus Investment Partners, Inc.
Virtus Investment Partners logo
Country United States
Founded 1988
IPO Date Mar 12, 1992
Industry Asset Management
Sector Financials
Employees 824
CEO George Robert Aylward Jr., CPA

Contact Details

One Financial Plaza, 26th Floor
Hartford, Connecticut 06103
United States
Phone 860-263-4707

Stock Details

Ticker Symbol VRTS
Exchange NYSE
Fiscal Year January - December
Reporting Currency USD
CIK Code 0000883237
CUSIP Number 92828Q109
ISIN Number US92828Q1094
Employer ID 26-3962811
SIC Code 6282

Key Executives

Name Position
George Robert Aylward Jr., CPA President, Chief Executive Officer and Director
Michael Aaron Angerthal CPA Executive Vice President, Chief Financial Officer and Treasurer
Richard William Smirl J.D. Executive Vice President and Chief Operating Officer
Barry Mitchell Mandinach J.D. Executive Vice President and Head of Distribution
Sean Rourke Vice President of Investor Relations
Andra Cynthia Purkalitis J.D. Executive Vice President, Chief Legal Officer, General Counsel and Corporate Secretary
Joe Fazzino Vice President of Corporate Communications
Mardelle W. Peña Executive Vice President and Chief Human Resources Officer
William Patrick Bradley III, CPA Executive Vice President of Fund Services
Thomas Franco Senior Managing Director and Head of Retail Sales

Latest SEC Filings

Date Type Title
Feb 28, 2024 10-K Annual Report
Feb 14, 2024 SC 13G Statement of acquisition of beneficial ownership by individuals
Feb 13, 2024 SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals
Feb 5, 2024 144 Filing
Feb 2, 2024 8-K Current Report
Jan 22, 2024 SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals
Jan 16, 2024 25 Filing
Jan 12, 2024 CERT Certification by an exchange approving securities for listing
Jan 12, 2024 8-A12B Registration of securities
Jan 5, 2024 8-K Current Report