SEC-Registered Investment Adviser
Virtus Family Office
Legal name: Virtus Family Office, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated August 20, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 14, 2021
- Principal office
- 500 West Overland, Suite 250-Q, El Paso, TX 79901
- Organized as
- Limited Liability Company, TX
- Fiscal year end
- December
Scale
- Regulatory AUM
- $726.9M
- Attributable to non-US clients
- $687.8M
- Accounts
- 211
- Clients
- 2
- Employees
- 5, 2 in advisory roles
- Private funds advised
- 2
- Private fund gross assets
- $112.3M
- Fund types
- 2 other private funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients and selection of other advisers
- Compensated by
- a percentage of assets under management, fixed fees and other
- Client types
- individuals (other than high net worth) (70); high net worth individuals (74); pooled investment vehicles (2); corporations or other businesses (9)
- Related persons include
- another investment adviser
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (August 20, 2026). Item 11 covers the firm and its advisory affiliates.
Is this your firm? Verified Profiles give managers a structured channel for corrections, additional disclosures, and right of reply, without changing AltStreet's independent research. Learn about verification →
Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.