VIRTUS INVESTMENT PARTNERS, INC.
Company Information
Industry
Investment Advice
SIC Code
6282
Entity Type
operating
SEC Category
Large accelerated filer
State of Incorporation
DE
Business Address
ONE FINANCIAL PLAZA, HARTFORD, CT, 06103
Mailing Address
ONE FINANCIAL PLAZA, HARTFORD, CT, 06103
Phone
860-263-4707
Fiscal Year End
1231
EIN
263962811
Financial Overview
FY2025
$4.29B
Total Assets
Recent SEC Filings
| Form Type | Date Filed | Document |
|---|---|---|
| SCHEDULE 13G/A Passive ownership amendment | March 27, 2026 | View on SEC |
| 4 Insider stock transaction report | March 17, 2026 | View on SEC |
| 4 Insider stock transaction report | March 17, 2026 | View on SEC |
| 4 Insider stock transaction report | March 17, 2026 | View on SEC |
| 4 Insider stock transaction report | March 17, 2026 | View on SEC |
| 4 Insider stock transaction report | March 17, 2026 | View on SEC |
| 4 Insider stock transaction report | March 17, 2026 | View on SEC |
| 4 Insider stock transaction report | March 16, 2026 | View on SEC |
| 8-K Current report of material events | March 2, 2026 | View on SEC |
| 10-K Annual financial report | February 27, 2026 | View on SEC |
Annual Reports
10-K
February 27, 2026
- Virtus achieved record Assets Under Management (AUM) of $220 billion, a 25% increase, driven by strong net client inflows and strategic acquisitions.
- The company delivered robust financial performance with total revenue up 15% to $1.25 billion and net income increasing 22% to $210 million.
Material Events
8-K
Acquisition
March 2, 2026
High Impact
- Acquired 56% majority stake in Keystone National Group, LLC, a private credit specialist.
- Adds over $3 billion in AUM and significantly expands Virtus's presence in high-growth private markets.
8-K
Acquisition
December 16, 2025
High Impact
- Virtus Investment Partners, Inc. completed the purchase of a 35% stake in Crescent Cove Advisors, LP.
- Crescent Cove Advisors specializes in direct lending to high-growth technology companies, managing approximately $1.0 billion in assets.
Insider Trading
SELL
2 insiders
8 recent transactions
View Full Insider Trading Profile
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Investor Resources
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Important Disclaimer
This AI-generated analysis is for informational purposes only and does not constitute financial or investment advice. Always consult with qualified professionals and conduct your own research before making investment decisions.