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MFWire: Virtus Mutual Funds
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Virtus Investment Partners Inc
100 Pearl Street
9th Floor
Hartford, CT  06103
Google Maps

Main Phone: 860-403-5000
Web Site: Click Here

Mutual Fund Brand(s)
Virtus Mutual Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    At the beginning of 2022, Virtus acquired Stone Harbor Investment Partners. The deal was first unveiled in June 2021.

    Virtus Investment Partners, a multiboutique asset manager, took its current name on Oct. 1, 2008 when it rebranded from Phoenix Investment Partners following its spin-off from The Phoenix Companies. Virtus distributes its retail products, including mutual funds, closed-end funds and SMAs, through national, regional and independent broker-dealers and RIAs.

    On December 16, 2016, Virtus unveiled a $513-million deal to buy private-equity-backed multiboutique RidgeWorth Investments. The deal, which closed in spring 2017, kept key RidgeWorth investment professionals on as Virtus shareholders, roughly doubled Virtus' AUM at the time to $90.3 billion.

    On July 7, 2020, Virtus unveiled a strategic partnership with Allianz Global Investors, under which Virtus would adopt AllianzGI's $23-billion-AUM U.S. retail business (including mutual funds and SMAs). The adoptions were expected to close in late 2020.

    Affiliates of Virtus include:
    • Duff & Phelps Investment Management Co. (Chicago)
    • Kayne Anderson Rudnick Investment Management, LLC (Los Angeles)
    • SCM Advisors LLC (San Francisco)
    • Stone Harbor Investment Partners LP, purchased in 2022 (New York)
    • Virtus Investment Advisers, Inc. (Hartford)
    • Westchester Capital Management, purchased in 2021 (Valhalla, York)
    • Zweig Advisers LLC (New York)

    Virtus Investment Partners Inc logo

    Sponsored Opportunities

    Key People:
    George Aylward
    President, CEO, Virtus Investment Partners
    Michael Angerthal
    Executive Vice President, Chief Financial Officer, Virtus Investment Partners
    Patrick Bradley
    EVP Fund Services, Virtus Investment Partners
    Francis Waltman
    Executive Vice President, Product Management, Virtus Investment Partners
    Samuel Austin
    Director of Marketing & Client Service, FIS Group
    Mardelle Pena
    Senior Vice President, Human Resources, Virtus Investment Partners
    Mark Flynn
    Executive Vice President, General Counsel and Chief Compliance Officer, Virtus Investment Partners
    Story Archive for Virtus Investment Partners Inc
    Published On Story Headline Publication
    5/30/2024 25 Years In, an MA Quant Shop Enters the ETF Biz MFWire.com
    10/23/2023 Week In Preview, October 23 - October 29 MFWire.com
    9/21/2023 With a 54-Percent Inflows Jump, WisdomTree Wins MFWire.com
    8/17/2023 VanEck Leads With a 32-Fold Inflows Jump MFWire.com
    7/21/2023 Midside Firms' Outflows Quadruple In Q2 MFWire.com
    6/22/2023 With $951MM, Baird Repeats Its Win MFWire.com
    5/17/2023 Baird Wins With $1.081B MFWire.com
    4/21/2023 With $3B, Pacer Takes the 2023 Lead MFWire.com
    4/13/2023 Virtus Seals an $8.3B-AUM Deal MFWire.com
    3/20/2023 BNY Mellon Leads With $2.3B MFWire.com
    3/3/2023 A Twenty-Year Fidelity Vet Picks Up a DC I-O Role 401kWire.com
    3/1/2023 Victory Leads As Mr. Market Smites Most Fund Firms MFWire.com
    2/21/2023 Midsize Flows Improve By $36B MFWire.com
    2/1/2023 Mr. Market Boosted Fund Firms By 9 Percent In January MFWire.com
    1/24/2023 In 2022, Mr. Market Took a 20-Percent Bite Out of Fund Firms, But ... MFWire.com
    1/20/2023 ProShares Takes the Lead With $15B MFWire.com
    12/19/2022 A Year Post-Sale, a $10B-AUM Boutique Enters the ETF Biz MFWire.com
    10/24/2022 Week In Preview, October 24 - October 30 MFWire.com
    10/19/2022 WisdomTree Leads With $1.9B MFWire.com
    10/4/2022 Mr. Market Took Fund Firms Down 13 Percent In September, But ... MFWire.com
    9/20/2022 $15B In Inflows In Eight Months MFWire.com
    7/25/2022 Week In Preview, July 25 - July 31 MFWire.com
    7/7/2022 A $42B-AUM Sibling Trio Combines MFWire.com
    6/15/2022 ProShares Leads a Shrinking Midsize Winners List MFWire.com
    6/2/2022 Mister Market Smiled On Fund Firms In May MFWire.com
    5/18/2022 Under SEC Fire, a $120B-AUM Biz Will Sell MFWire.com
    5/3/2022 Most Fund Firms Felt Mister Market's April Pain MFWire.com
    4/19/2022 ProShares Three-Peats With $2.59B MFWire.com
    3/16/2022 ProShares Repeats Atop Midsize Firms' Shrinking Inflows Pack MFWire.com
    3/3/2022 Mister Market Is Hitting Fund Firms Harder In 2022, But ... MFWire.com
    2/16/2022 41 Percent of Shrinking Inflows Go to These Firms MFWire.com
    1/31/2022 Week In Preview, January 31 - February 6 MFWire.com
    1/5/2022 Victory, Virtus, Franklin, and Voya Each Seal Deals MFWire.com
    10/8/2021 Four Big Fund Firms Wrap Up Deals MFWire.com
    8/4/2021 An $11.4B-AUM Boutique Enters the ETF Biz MFWire.com
    5/6/2021 Seitz Brings Two Senior Leaders to Russell MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    3/12/2021 The Pandemic Hasn't Dispelled Mister Market's Love of Fund Firms MFWire.com
    3/1/2021 Virtus Makes Three Board Changes MFWire.com
    2/2/2021 Near Gotham, a $4.3B-AUM Fund Firm Sells MFWire.com
    7/7/2020 Virtus Adopts a $23B-AUM U.S. Biz MFWire.com
    3/17/2020 A Very Bad Monday MFWire.com
    3/9/2020 Asset Managers Slip As the NYSE Circuit Breaker Trips MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    2/28/2020 As Markets Swoon, Asset Managers Fall Nearly 12 Percent MFWire.com
    10/15/2019 A Midwestern ETF Shop Retakes First MFWire.com
    8/6/2019 A Rough Week? How About a Rough 12 Months? MFWire.com
    7/26/2019 After Eight Years, a Virtus EVP Retires MFWire.com
    7/22/2019 Week In Preview, July 22-28 MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    12/19/2018 Asset Managers Fall 31 Percent MFWire.com
    10/11/2018 Bad Day? Asset Managers Are Having a Bad Year. MFWire.com
    9/12/2018 An Institutional RidgeWorth Vet Leaves Virtus 401kWire.com
    7/23/2018 Week In Preview, July 23-29 MFWire.com
    6/12/2018 Driehaus' Weber Fills Out His Sales Team MFWire.com
    5/2/2018 Is Virtus Taking an M&A Break? MFWire.com
    3/20/2018 T. Rowe, Fido, and PrimeCap Lead This Pack MFWire.com
    3/13/2018 Natixis and Vanguard Win Active Praise MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/26/2018 Week In Preview, February 26 - March 4 MFWire.com
    9/1/2017 New Fund Fuss - September 1, 2017 MFWire.com
    8/15/2017 Follow the Fundsters - August 15, 2017 MFWire.com
    8/9/2017 Filings for Fundsters - August 9, 2017 MFWire.com
    7/31/2017 Filings for Fundsters - July 31, 2017 MFWire.com
    7/24/2017 Filings for Fundsters - July 24, 2017 MFWire.com
    6/29/2017 The New Fund Fuss - June 29, 2017 MFWire.com
    6/2/2017 Filings for Fundsters - June 2, 2017 MFWire.com
    5/12/2017 Filings for Fundsters - May 12, 2017 MFWire.com
    5/2/2017 Three Fund Firm Mergers Near Their Finish Lines MFWire.com
    5/1/2017 Eye for Earnings - May 1, 2017 MFWire.com
    4/26/2017 Filings for Fundsters - April 26, 2017 MFWire.com
    3/24/2017 Filings for Fundsters - March 24, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/20/2017 Filings for Fundsters - March 20, 2017 MFWire.com
    3/6/2017 Filings for Fundsters - March 6, 2017 MFWire.com
    1/30/2017 Eye for Earnings - January 30, 2017 MFWire.com
    1/27/2017 Filings for Fundsters - January 27, 2017 MFWire.com
    1/27/2017 Virtus Raises RidgeWorth Cash, and a Hedge Fundster Speaks Out MFWire.com
    1/26/2017 The New Fund Fuss - January 26, 2017 MFWire.com
    1/13/2017 Mutual Fund Milestones - January 13, 2017 MFWire.com
    12/22/2016 Aylward's Transformational Deal MFWire.com
    12/16/2016 The New Fund Fuss - December 16, 2016 MFWire.com
    12/16/2016 Virtus Buys a PE-Backed Multi-Boutique For $513MM MFWire.com
    12/14/2016 Follow the Fundsters - December 14, 2016 MFWire.com
    11/22/2016 Filings for Fundsters - November 22, 2016 MFWire.com
    11/11/2016 Guggenheim Fills a New DC I-O Job 401kWire.com
    11/10/2016 Mister Market Smiles On Asset Managers After Trump's Big Win MFWire.com
    11/3/2016 Filings for Fundsters - November 3, 2016 MFWire.com
    10/28/2016 Eye for Earnings - October 28, 2016 MFWire.com
    10/5/2016 Filings for Fundsters - October 5, 2016 MFWire.com
    10/3/2016 Filings for Fundsters - October 3, 2016 MFWire.com
    9/29/2016 Filings for Fundsters - September 29, 2016 MFWire.com
    9/14/2016 Filings for Fundsters - September 14, 2016 MFWire.com
    9/9/2016 Virtus Brings a Post-MPT Shop Into the ETF Biz MFWire.com
    9/8/2016 Filings for Fundsters - September 8, 2016 MFWire.com
    8/16/2016 Filings For Fundsters - August 16, 2016 MFWire.com
    8/3/2016 Eye for Earnings -- August 3, 2016 MFWire.com
    7/29/2016 Eye for Earnings -- July 29, 2016 MFWire.com
    4/27/2016 A Dozen Fund Firms Win in Gotham MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    3/9/2016 Ouch, Virtus: Even Subadvised Fundsters Can Get Burned By Stars MFWire.com
    1/4/2016 Mr. Market Smiles On Two Fund Firms As the Dow Tumbles MFWire.com
    11/16/2015 Virtus Settles With the SEC MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    5/12/2015 Post-F-Squared, Are Things Looking Up For Virtus? MFWire.com
    5/11/2015 F-Squared's Out: Virtus Switches Subadvisors MFWire.com
    5/4/2015 How Much Is F-Squared Worth? MFWire.com
    4/30/2015 Mandinach Brings a Fellow UBS Vet Back to Virtus MFWire.com
    4/30/2015 Will PE Help F-Squared Get Back On Its Feet? MFWire.com
    4/23/2015 The Most Underpaid Fundster CEO Is Not Who You Think MFWire.com
    3/31/2015 The SEC Keeps Quiet as the F-Squared Fallout Keeps Spreading MFWire.com
    3/27/2015 And the Winners Are ... Empower, Vanguard, and Many More MFWire.com
    3/25/2015 F-Squared's Ex-Chief Fires Back, Demands a Jury Trial MFWire.com
    3/23/2015 F-Squared Makes "an Unavoidable and Substantial" Staff Cut MFWire.com
    3/3/2015 More Lawyers Circle Virtus MFWire.com
    2/25/2015 Virtus Faces Class-Action Flak Over F-Squared MFWire.com
    2/10/2015 What Does the F-Squared Scandal Mean For Virtus? MFWire.com
    1/27/2015 Virtus Buys an ETF Platform MFWire.com
    1/27/2015 The F-Squared Saga Reverberates Through B-Ds MFWire.com
    12/22/2014 F-Squared Settles; Present Doesn't MFWire.com
    12/18/2014 Can This New VP Throw a Lasso Around Virtus' Investor Education Efforts? MFWire.com
    9/3/2014 SEC Sends F-Squared a Wells Notice MFWire.com
    11/4/2013 M* Awards More Medals MFWire.com
    10/29/2013 Virtus Teams Up With an Alt Advisor MFWire.com
    10/11/2013 AUM Roundup: Invesco, Legg, AllianceBernstein, Virtus and Franklin MFWire.com
    9/12/2013 Virtus Pulls Trigger on Secondary Offering MFWire.com
    9/11/2013 Virtus Has a Bold Plan Behind its $175 MM Secondary Offering MFWire.com
    9/9/2013 A Connecticut Firm Looks to Raise $175MM MFWire.com
    8/8/2013 Virtus Adjusts a Fund's Dividend Schedule MFWire.com
    8/6/2013 Three Things To Know About Virtus MFWire.com
    7/10/2013 Virtus Reports Q2 AUM Perkiness MFWire.com
    6/10/2013 Virtus Replaces a Sub-Advisor MFWire.com
    3/13/2013 Four-Fifths of Top EM Funds Shut New Investors Out MFWire.com
    2/20/2013 A Star Prognosticator Dies MFWire.com
    2/19/2013 Bloomberg Compares Divergent Paths of Artio and Virtus MFWire.com
    1/10/2013 Virtus Makes a Move Towards the Emerald Isle MFWire.com
    1/3/2013 M* Crowns PMs from Pimco and T. Rowe MFWire.com
    1/3/2013 2013 Might Be the Year of the Asset Manager But Not For Everyone MFWire.com
    12/27/2012 M* Unveils 38 Fundster Medalists MFWire.com
    12/17/2012 Artisan Lands Two Nominations for the Same Award MFWire.com
    10/18/2012 The Virtus-Rampart Deal is Done MFWire.com
    10/9/2012 Virtus' AUM Gets a Boost MFWire.com
    10/8/2012 Stork & Reaper for October 8, 2012 MFWire.com
    9/5/2012 Virtus Buys an RIA MFWire.com
    8/10/2012 Stork and Reaper for August 10, 2012 MFWire.com
    8/3/2012 Stork and Reaper for August 3, 2012 MFWire.com
    7/9/2012 Virtus Added A Billion-Plus AUM in Q2 MFWire.com
    7/6/2012 Virtus ETF Wins Ink as Top Performer MFWire.com
    6/20/2012 Waltman Expands Virtus' Lineup By Five MFWire.com
    6/5/2012 PMs From DoubleLine and Pimco Land on a New List MFWire.com
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