{"url":"https://nivawealth.com/firms/virtera-partners-308187","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/308187","regulatoryAum":451795846,"crd":"308187","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8160859","suffix":null,"lastName":"Francomacaro","firstName":"Steven","middleName":"Thomas"},{"crd":"7326522","suffix":null,"lastName":"PENCE","firstName":"TODD","middleName":"DAVID"},{"crd":"3104229","suffix":null,"lastName":"SLAIN","firstName":"CHAYA","middleName":"F"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-06-03","regulatoryAum":127000000,"clients":7,"employees":4,"offices":1},{"filedOn":"2023-07-24","regulatoryAum":185738646,"clients":9,"employees":4,"offices":1},{"filedOn":"2024-07-24","regulatoryAum":346938593,"clients":12,"employees":4,"offices":1},{"filedOn":"2025-07-30","regulatoryAum":452065728,"clients":21,"employees":3,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":451795846,"clients":22,"employees":5,"offices":1}],"secFileNumber":"801-126022","legalName":"Virtera Partners LLC","displayName":"Virtera Partners","slug":"virtera-partners-308187","website":"https://virterapartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/308187/355e986a51e468d3-r1.webp","tone":"light","width":1307,"height":200,"sourceUrl":"https://www.virterapartners.com/","sourceLabel":"Virtera Partners LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/virterapartners/","founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"30100 Chagrin BLVD., Suite 380","city":"Pepper Pike","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44124"},"tradeNames":[],"registration":{"secApproved":"1 July 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":12346762.266666668,"staff":{"employees":5,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":451795846,"discretionary":400952923,"discretionaryAccounts":70,"nonDiscretionary":50842923,"nonDiscretionaryAccounts":6,"wrapProgram":null,"nonUsClientsPct":5,"nonAumClients":1},"clientTypes":[{"label":"High-net-worth individuals","clients":15,"regulatoryAum":185201434},{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":224055985},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":42538427}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":171550675},{"name":"Keybank National Association","shortName":"Keybank National Association","location":"Cleveland, OH","smaAssets":48604946}],"custodyNote":"Virtera Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Chaya Slain","title":"President, Chief Investment Officer","crd":"3104229"},{"name":"Todd Pence","title":"Chief Financial Officer, Chief Compliance Officer","crd":"7326522"},{"name":"Yoel Mayerfeld","title":"Owner","crd":"2943018"}],"ownership":[{"label":"The Adelman Family Investment Company","detail":"Managing member in the 25% to 50% ownership band and a control person, since July 2020."},{"label":"Chaya Slain","detail":"President, chief investment officer in the 50% to 75% ownership band and a control person, since July 2020."},{"label":"Sheldon G. Adelman Revocable Trust","detail":"Owner in the 5% to 10% ownership band, since July 2020."},{"label":"L'Dor Vador 2023 Trust II","detail":"Indirect owner: a member of The Adelman Family Investment Company in the 75% or more band and a control person, since July 2020.","parent":"The Adelman Family Investment Company"},{"label":"Sheldon Adelman","detail":"Indirect owner: trustee of Sheldon G. Adelman Revocable Trust and a control person, since December 2023. Also trustee of L'Dor Vador 2023 Trust II and a control person, since May 2023.","parent":"Sheldon G. Adelman Revocable Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"30100 Chagrin BLVD., Suite 380","city":"Pepper Pike","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"216-859-8800","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":27},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":62},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":5},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":6},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/308187/PDF/308187.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Virtera Partners have?","answer":"Virtera Partners has 22 clients and manages $452 million for them, as of March 2026. They include 15 high-net-worth individuals, 6 pooled investment vehicles and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Virtera Partners offer?","answer":"Virtera Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Virtera Partners use?","answer":"Virtera Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $172M and Keybank National Association (Cleveland, OH), with $48.6M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Virtera Partners have?","answer":"Virtera Partners has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Virtera Partners invest in?","answer":"At the end of its last fiscal year, Virtera Partners’ separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 5% pooled vehicles (private funds and similar), 5% cash and equivalents and 1% state and local bonds. It advises 6 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Virtera Partners?","answer":"Virtera Partners is owned through a trust and a holding company by L'Dor Vador 2023 Trust II. Its direct owners are the Adelman Family Investment Company (25% to 50%), Chaya Slain (50% to 75%) and Sheldon G. Adelman Revocable Trust (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Virtera Partners get paid?","answer":"Virtera Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Virtera Partners?","answer":"Virtera Partners’ main office is at 30100 Chagrin BLVD., Suite 380, Pepper Pike, OH 44124. Its phone number is 216-859-8800. Its website is virterapartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}