Business Description

Virtus Investment Partners, Inc. is a publicly owned asset management firm headquartered in Hartford, Connecticut. The company operates a distinctive multi-boutique business model, providing investment management services through a network of autonomous affiliated managers and unaffiliated subadvisers. It offers a wide array of financial products, including mutual funds, exchange-traded funds (ETFs), closed-end funds, and retail separate accounts for both individual and institutional clients.

Everything on Virtus Investment Partners, Inc.

Revenue (FY2025) $853M
YoY growth -6.0%
Operating margin 19.8%
Direction
Gross margin 53.0%
Net margin 16.2%

Earnings Transcripts

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Leadership & board

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Acquisitions

Share Repurchase Program

Total authorized
6,430,045 shares (cumulative authorization since 2010)
Remaining
805,948 shares (as of December 31, 2025)

Customer Concentration

As an asset manager, Virtus's revenue base is diffuse rather than tied to a single client. Its investment products are distributed broadly across the U.S. retail market through many third-party intermediaries - national and regional broker-dealers, independent broker-dealers and registered investment advisers, banks and insurance companies - and to institutional and high-net-worth clients; the FY2025 10-K discloses no single distribution partner or client accounting for a concentrated share of assets or revenue. By asset class, AUM is weighted toward Equity (about 51.7% of the $159.7B total at December 31, 2025), followed by Fixed Income (25.0%) and Multi-Asset.

Recent SEC Filings

2026-08-20 Leadership change (directors/officers) View filing ↗
2026-07-30 Reported quarterly results View filing ↗
2026-05-20 Shareholder vote results View filing ↗
2026-05-01 Reported quarterly results View filing ↗
2026-04-17 Regulation FD disclosure View filing ↗
2026-03-02 Completed an acquisition or disposition (+1 more) View filing ↗
2026-02-06 Reported quarterly results View filing ↗
2025-12-16 Other event View filing ↗
2025-12-05 Entered a material agreement (+1 more) View filing ↗
2025-10-24 Reported quarterly results View filing ↗
2025-10-01 Entered a material agreement (+2 more) View filing ↗
2025-07-25 Reported quarterly results View filing ↗

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