Predict your next investment

Asset/Investment Management
virtus.com

See what CB Insights has to offer

Investments

6

Portfolio Exits

2

Partners & Customers

3

Service Providers

3

About Virtus Investment Partners

Virtus Investment Partners is a provider of investment solutions to individuals, financial professionals, and institutions. The company operates a multi-manager asset management business, comprising a number of individual affiliated managers, each with a distinct investment style, autonomous investment process and individual brand.

Virtus Investment Partners Headquarter Location

One Financial Plaza

Hartford, Connecticut, 06103,

United States

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Latest Virtus Investment Partners News

16:30 ET Virtus InfraCap U.S. Preferred Stock ETF (NYSE Arca: PFFA) Declares Monthly Distribution

Jan 19, 2022

Preferred Stock ETF (NYSE Arca: PFFA) (the "Fund") has declared a monthly distribution of $0.1625 per share ($1.95 per share on an annualized basis). The distribution will be paid January 28, 2022 to shareholders of record as of the close of business January 21, 2022. PFFA Cash Distribution: Record Date: Friday, January 21, 2022 Payable Date: Friday, January 28, 2022 Infrastructure Capital Advisors expects to declare future distributions on a monthly basis. Distributions are planned, but not guaranteed, for every month. The next distribution is scheduled to occur in February 2022. For more information about PFFA's distribution policy, its 2022 distribution calendar, or tax information, please visit the Fund's website at www.virtusetfs.com . About Virtus ETF Advisers Virtus ETF Advisers  is a New York-based, multi-manager ETF sponsor and affiliate of Virtus Investment Partners. With actively managed and index-based investment capabilities across multiple asset classes, Virtus offers a range of complementary exchange-traded-funds subadvised by select investment managers. About Infrastructure Capital Advisors, LLC Infrastructure Capital Advisors, LLC (ICA) is an SEC-registered investment advisor that manages exchange traded funds and a series of hedge funds. The firm was formed in 2012 and is based in New York City. ICA seeks total-return opportunities in key infrastructure sectors, including energy, real estate, transportation, industrials and utilities. It often identifies opportunities in entities that are not taxed at the entity level, such as master limited partnerships ("MLPs") and real estate investment trusts ("REITs"). It also looks for opportunities in credit and related securities, such as preferred stocks. Current income is a primary objective in most, but not all, of the company's investing activities. The focus is generally on asset-intensive companies that generate and distribute substantial streams of free cash flow. For more information, please visit www.infracapfunds.com . DISCLOSURE Fund Risks Exchange Traded Funds: The value of an ETF may be more volatile than the underlying portfolio of securities the ETF is designed to track. The costs of owning the ETF may exceed the cost of investing directly in the underlying securities. Preferred Stock: Preferred stocks may decline in price, fail to pay dividends, or be illiquid. Non-Diversified: The Fund is non-diversified and may be more susceptible to factors negatively impacting its holdings to the extent that each security represents a larger portion of the Fund's assets. Short Sales: The Fund may engage in short sales, and may experience a loss if the price of a borrowed security increases before the date on which the Fund replaces the security. Leverage: When a Fund leverages its portfolio, the value of its shares may be more volatile and all other risks may be compounded. Derivatives: Investments in derivatives such as futures, options, forwards, and swaps may increase volatility or cause a loss greater than the principal investment. No Guarantee: There is no guarantee that the portfolio will meet its objective. Prospectus: For additional information on risks, please see the Fund's prospectus. You should consider the Fund's investment objectives, risks, and charges and expenses carefully before investing. Contact ETF Distributors LLC at 1-888-383-4184 or visit www.virtusetfs.com   to obtain a prospectus which contains this and other information about the Fund. The prospectus should be read carefully before investing. Virtus ETF Advisers, LLC serves as the investment advisor and Infrastructure Capital Advisors, LLC serves as the subadviser to the Fund. The Fund is distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc. SOURCE Virtus InfraCap U.S. Preferred Stock ETF ×

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.

CBI Logo

Virtus Investment Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

2/2/2018

Secondary Market

Sustainable Growth Advisers

Yes

1

3/18/2004

Unattributed VC - IV

Subscribe to see more

$99M

Subscribe to see more

0

3/12/2004

Series C

Subscribe to see more

$99M

Subscribe to see more

0

2/21/2002

Series E

Subscribe to see more

$99M

Subscribe to see more

0

2/22/2001

Series D

Subscribe to see more

$99M

Subscribe to see more

0

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

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Amount

$99M

$99M

$99M

$99M

New?

Yes

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Co-Investors

Sources

1

0

0

0

0

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

$99M

6/22/2001

Acquired

Subscribe to see more

$99M

Subscribe to see more

0

Date

5/16/2006

6/22/2001

Exit

Acquired

Acquired

Companies

Subscribe to see more

Valuation

$99M

$99M

Acquirer

Subscribe to see more

Sources

0

Virtus Investment Partners Acquisitions

7 Acquisitions

Virtus Investment Partners acquired 7 companies. Their latest acquisition was Stone Harbor Investment on June 28, 2021.

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

6/28/2021

$99M

Acquired

1

2/2/2021

Subscribe to see more

$99M

Subscribe to see more

10

2/2/2018

Private Equity

Subscribe to see more

$99M

Subscribe to see more

10

8/3/2017

Subscribe to see more

$99M

Subscribe to see more

10

12/16/2016

Subscribe to see more

$99M

Subscribe to see more

10

Date

6/28/2021

2/2/2021

2/2/2018

8/3/2017

12/16/2016

Investment Stage

Private Equity

Companies

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acquired

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Sources

1

10

10

10

10

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

SS&C Technologies

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 .

1

1/10/2013

Partner

Kleinwort Benson

United Kingdom

Subscribe to see more

Subscribe to see more

10

10/30/2008

Partner

Harris

United States

Subscribe to see more

Subscribe to see more

10

Date

4/29/2014

1/10/2013

10/30/2008

Type

Vendor

Partner

Partner

Business Partner

SS&C Technologies

Kleinwort Benson

Harris

Country

United States

United Kingdom

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 .

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Sources

1

10

10

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

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Service Provider

Broadhaven Capital Partners

Subscribe to see more

Subscribe to see more

Associated Rounds

Acquired

Subscribe to see more

Subscribe to see more

Provider Type

Investment Bank

Subscribe to see more

Subscribe to see more

Service Type

Financial Advisor

Subscribe to see more

Subscribe to see more

Partnership data by VentureSource

Virtus Investment Partners Team

1 Team Member

Virtus Investment Partners has 1 team member, 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

CB Insights uses Cookies

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.