Virtus Real Estate LLC
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Overview
Virtus Real Estate LLC is an advisory firm that has its headquarters in Austin, Texas. Virtus Real Estate LLC handles $598.9 million in assets across seven customer accounts, placing it among the larger firms in the country by assets under management (AUM). The company has an average-sized group, including 7 financial advisors. Virtus Real Estate LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like bonds, stocks and options.
Virtus Real Estate LLC administers all of the firm's client assets on a discretionary basis. Discretionary management means that buy and sell judgments for the client's account are made by a portfolio manager without requiring client approval. The advisory firm's typical account size is $85.6 million. The average financial advisor at Virtus Real Estate LLC manages about one client account, placing it among the most personalized advisor firms in the country.
Virtus Real Estate LLC's central office is at 835 W. 6Th Street, Austin, Texas 78703. The firm is legally permitted to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Virtus Real Estate LLC by the Numbers
$598.9 million
44
7
$85.6 million
Fee Structure
Fees for financial management typically vary depending on which services the firm provides the client. Fee types billed by Virtus Real Estate LLC most likely include the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its seven accounts, Virtus Real Estate LLC's largest client by number of accounts is pooled investment vehicles. None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Virtus Real Estate LLC does not have any disclosures.
Please visit its Form ADV for more details.
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