Investments
6Portfolio Exits
2Partners & Customers
3Service Providers
3About Virtus Investment Partners
Virtus Investment Partners provides investment management and related services to individuals and institutions. Its retail products include open-end mutual funds, closed-end funds, exchange-traded funds, and variable insurance funds. The company was founded in 2008 and is based in Hartford, Connecticut.
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Latest Virtus Investment Partners News
May 30, 2023
30.05.2023 / 09:45 CET/CEST The issuer is solely responsible for the content of this announcement. Notification of Major Holdings Legal entity: Virtus Investment Partners, Inc. City of registered office, country: Wilmington, Delaware, United States of America (USA) 4. Names of shareholder(s) 23 May 2023 (total of 7.a.) (total of 7.b.1 + 7.b.2) New a. Voting rights attached to shares (Sec. 33, 34 WpHG) ISIN Type of instrument Type of instrument Person subject to the notification obligation is not controlled nor does it control any other undertaking(s) that directly or indirectly hold(s) an interest in the (underlying) issuer (1.). X Name % of voting rights through instruments (if at least 5% or more) Total of both (if at least 5% or more) Virtus Investment Partners, Inc.
Virtus Investment Partners Investments
6 Investments
Virtus Investment Partners has made 6 investments. Their latest investment was in Sustainable Growth Advisers as part of their Secondary Market on February 2, 2018.
Virtus Investment Partners Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
2/2/2018 | Secondary Market | Sustainable Growth Advisers | Yes | 1 | ||
3/18/2004 | Unattributed VC - IV | |||||
3/12/2004 | Series C | |||||
2/21/2002 | Series E | |||||
2/22/2001 | Series D |
Date | 2/2/2018 | 3/18/2004 | 3/12/2004 | 2/21/2002 | 2/22/2001 |
|---|---|---|---|---|---|
Round | Secondary Market | Unattributed VC - IV | Series C | Series E | Series D |
Company | Sustainable Growth Advisers | ||||
Amount | |||||
New? | Yes | ||||
Co-Investors | |||||
Sources | 1 |
Virtus Investment Partners Portfolio Exits
2 Portfolio Exits
Virtus Investment Partners has 2 portfolio exits. Their latest portfolio exit was Salesnet on May 16, 2006.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
5/16/2006 | Acquired | ||||
Date | 5/16/2006 | |
|---|---|---|
Exit | Acquired | |
Companies | ||
Valuation | ||
Acquirer | ||
Sources |
Virtus Investment Partners Acquisitions
8 Acquisitions
Virtus Investment Partners acquired 8 companies. Their latest acquisition was AlphaSimplex Group on October 20, 2022.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
10/20/2022 | Acquired | 3 | ||||
6/28/2021 | ||||||
2/2/2021 | ||||||
2/2/2018 | Private Equity | |||||
8/3/2017 |
Date | 10/20/2022 | 6/28/2021 | 2/2/2021 | 2/2/2018 | 8/3/2017 |
|---|---|---|---|---|---|
Investment Stage | Private Equity | ||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acquired | ||||
Sources | 3 |
Virtus Investment Partners Partners & Customers
3 Partners and customers
Virtus Investment Partners has 3 strategic partners and customers. Virtus Investment Partners recently partnered with SS&C Technologies on April 4, 2014.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
4/29/2014 | Vendor | United States | Virtus Investment Partners Selects SS&C for Middle- and Back- Office Services. WINDSOR , CT> , April 29 , 2014 -- SS&C Technologies , a global provider of financial services software and software-enabled services , today announced that Virtus Investment Partners has chosen SS&C Technologies to provide middle - and back-office services for approximately $ 20 billion of separately managed , institutional and closed-end fund assets . | 2 | |
1/10/2013 | Partner | ||||
10/30/2008 | Partner |
Date | 4/29/2014 | 1/10/2013 | 10/30/2008 |
|---|---|---|---|
Type | Vendor | Partner | Partner |
Business Partner | |||
Country | United States | ||
News Snippet | Virtus Investment Partners Selects SS&C for Middle- and Back- Office Services. WINDSOR , CT> , April 29 , 2014 -- SS&C Technologies , a global provider of financial services software and software-enabled services , today announced that Virtus Investment Partners has chosen SS&C Technologies to provide middle - and back-office services for approximately $ 20 billion of separately managed , institutional and closed-end fund assets . | ||
Sources | 2 |
Virtus Investment Partners Service Providers
4 Service Providers
Virtus Investment Partners has 4 service provider relationships
Service Provider | Associated Rounds | Provider Type | Service Type |
|---|---|---|---|
Broadhaven Capital Partners | Acquired | Investment Bank | Financial Advisor |
Service Provider | Broadhaven Capital Partners | ||
|---|---|---|---|
Associated Rounds | Acquired | ||
Provider Type | Investment Bank | ||
Service Type | Financial Advisor |
Partnership data by VentureSource
Virtus Investment Partners Team
3 Team Members
Virtus Investment Partners has 3 team members, including current Chief Executive Officer, President, George R Aylward.
Name | Work History | Title | Status |
|---|---|---|---|
George R Aylward | Chief Executive Officer, President | Current | |
Name | George R Aylward | ||
|---|---|---|---|
Work History | |||
Title | Chief Executive Officer, President | ||
Status | Current |
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