VIRTUS INVESTMENT PARTNERS, INC.
Close on Oct 19, 2026
- Market cap
- $798.04M
- P/E (TTM)
- 6.7
- Dividend yield
- 7.90%
About Virtus Investment Partners
Investment Advice, SIC 6282
Virtus Investment Partners, Inc. provides investment management and related services to individual and institutional clients. The company operates through a multi-manager framework, offering strategies across asset classes including equity, fixed income, multi-asset, and alternatives. Its offerings encompass open-end mutual funds, exchange-traded funds, closed-end funds, retail separate accounts, and institutional commingled accounts, alongside collateral management for structured products and wealth advisory services. Portfolio management is conducted by affiliated investment managers and select third-party subadvisers, supported by centralized distribution and operational infrastructure.
The firm conducts operations across multiple locations within the United States, including offices in Boston, Chicago, Dallas, Los Angeles, New York, Atlanta, Stamford, San Diego, and Winter Park. Beyond serving domestic individual and institutional investors, the company offers global fund strategies to non-U.S. investors. Virtus Investment Partners maintains its principal executive headquarters in Hartford, Connecticut.
Summary of the business section of Virtus Investment Partners's latest annual report, written by StockData.
Company profile
Company
- Legal name
- VIRTUS INVESTMENT PARTNERS, INC.
- Founded
- 1995
- Headquarters
- Hartford, CT
- Address
- One Financial Plaza, 26th Floor 06103
- Phone
- (860) 263-4707
- Website
- virtus.com
- Employees
- 805, Dec 31, 2024
- Industry
- Investment Advice
- Incorporated in
- Delaware
- Fiscal year ends
- December 31
- Auditor
- DELOITTE & TOUCHE LLP, Hartford, Connecticut
Stock & identifiers
- Ticker
- VRTS
- Exchange
- NYSE
- Shares outstanding
- 7M, Jul 30, 2026
- Public float
- $1.14B, Jun 30, 2025
- Filer category
- Large accelerated filer
- SEC CIK
- 883237
- CUSIP
- 92828Q109
- ISIN
- US92828Q1094
- LEI
- 549300HWF93HB8BDM648
- EIN
- 26-3962811
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| George R. Aylward | Director, CEO and President | 291,447 |
| Michael A. Angerthal | EVP, CFO & Treasurer | 76,714 |
| Barry M. Mandinach | EVP, Head of Distribution | 10,815 |
| Elizabeth A. Lieberman | EVP, Chief HR Officer | 5,389 |
| Richard W. Smirl | EVP & Chief Operating Officer | 17,298 |
| Andra C. Purkalitis | EVP and CLO | 5,430 |
| W. Howard Morris | Director | 7,236 |
| John T. Boyce | Director | – |
| John C. Weisenseel | Director | 1,388 |
| Melody L. Jones | Director | 9,714 |
| Paul G. Greig | Director | 4,993 |
| Timothy A. Holt | Director | 33,178 |
| Peter L. Bain | Director | 4,819 |
| Susan S. Fleming | Director | 12,677 |
CEO pay and shareholder return
Pay versus performance table from the proxy statement
| Fiscal year | CEO total pay | CEO pay actually paid | Other executives (avg) | Value of $100 invested | Peer group |
|---|---|---|---|---|---|
| FY2025 Mr. Aylward | $6.31M | $5.01M | $2.51M | $89 | $136 |
| FY2024 Mr. Aylward | $6.86M | $2.57M | $2.88M | $114 | $117 |
| FY2023 Mr. Aylward | $6.62M | $8.96M | $2.49M | $121 | $106 |
| FY2022 Mr. Aylward | $6.52M | -$4.24M | $2.84M | $92 | $97 |
| FY2021 Mr. Aylward | $8.61M | $17.31M | $3.00M | $139 | $137 |
| FY2020 Mr. Aylward | $8.01M | $22.86M | $2.60M | $182 | $121 |
“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.
Employees
Headcount reported in annual reports
“As of December 31, 2024, we employed 805 employees and operated offices throughout the U.S., and in the U.K.”
Corporate history
Events identified from SEC filings