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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:
    In February 2021, Virtus unveiled a deal to buy Westchester Capital Management. The deal closed on October 1 of that year.

    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 will 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)
    • Zweig Advisers LLC (New York)
    • Virtus Investment Advisers, Inc. (Hartford)

    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
    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
    5/2/2012 Fund Sales Lift Virtus to a New Record MFWire.com
    11/29/2011 Virtus is Hiring MFWire.com
    11/4/2011 TheStreet Smites Virtus MFWire.com
    10/5/2011 Virtus and Rice Win the WSJ's Praise MFWire.com
    7/18/2011 The NYTimes Pits Virtus Against Vice MFWire.com
    6/3/2011 Virtus Forms a New Fleet MFWire.com
    2/22/2011 Virtus Debuts its Ad Campaign MFWire.com
    2/14/2011 Virtus Outsources Transfer Agency MFWire.com
    2/8/2011 WSJ Goes Apartment-Hunting With a Mutual Fund MFWire.com
    12/6/2010 Virtus Fund Board Reverses Itself on the Fate of a Mid-Cap Fund MFWire.com
    11/2/2010 Virtus Nets Record Inflows MFWire.com
    9/20/2010 Virtus Teams Up with a Londoner MFWire.com
    9/17/2010 Virtus' Terranova Works on a Book MFWire.com
    8/3/2010 Virtus Keeps Flows Positive MFWire.com
    7/12/2010 Jefferies Opens its First Mutual Fund MFWire.com
    5/25/2010 Virtus Retail Distribution EVP Moves On MFWire.com
    5/25/2010 Virtus Picks a New Bond Fund Sub-Advisor MFWire.com
    5/24/2010 Virtus Funds 'New Sales Head Hails from UBS MFWire.com
    5/4/2010 Virtus' Net Flows Increase by a Third MFWire.com
    4/30/2010 Virtus Looks to Raise Up to $100 Million, But Not Now MFWire.com
    4/19/2010 A Key Exec is Leaving Virtus MFWire.com
    12/4/2009 DWS Plans to Ax B Shares MFWire.com
    11/4/2009 Virtus Posts Higher Operating Income MFWire.com
    10/15/2009 Investors' Love Affair with Bonds is Surprising Even to Bond Fund Managers MFWire.com
    10/8/2009 Virtus Overhauls Two Funds with a New Sub-Advisor MFWire.com
    9/4/2009 Virtus Secures $30 Million MFWire.com
    9/3/2009 Zweig Shareholders Reconsider Prying Open a Closed-Ender MFWire.com
    8/14/2009 Virtus Reports a Shrinking Loss MFWire.com
    5/20/2009 An Asset Manager Fills its First DC I-O Post 401kWire.com
    5/20/2009 Third Avenue Adds Two Institutional Sales Vets MFWire.com
    5/14/2009 Virtus Reports its First Post-Phoenix P&L MFWire.com
    2/5/2009 Virtus' Distributor Rebrands MFWire.com
    1/5/2009 An Asset Manager Starts the Year as an Independent Firm MFWire.com
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