{"url":"https://nivawealth.com/firms/virtus-family-office-298272","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/298272","regulatoryAum":726943327,"crd":"298272","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8052723","suffix":null,"lastName":"Duran","firstName":"Jesus","middleName":"Eduardo"},{"crd":"7335148","suffix":null,"lastName":"Peralta 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They include 74 high-net-worth individuals, 70 individual clients, and 9 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Virtus Family Office offer?","answer":"Virtus Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Virtus Family Office charge?","answer":"Virtus Family Office charges up to 1.00% a year for its Asset Management. The fee is negotiable.","source":"VIRTUS BROCHURE 2A, filed 20 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Virtus Family Office use?","answer":"Virtus Family Office’s separately managed account assets are held at UBS Financial Services Inc. (Weehawken, NJ), with $379M and Interactive Brokers LLC (Greenwich, CT), with $115M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Virtus Family Office have?","answer":"Virtus Family Office has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 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 Virtus Family Office invest in?","answer":"At the end of its last fiscal year, Virtus Family Office’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 15% pooled vehicles (private funds and similar), 1% sovereign bonds, 1% investment grade corporate bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Reits. It advises 2 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 Virtus Family Office?","answer":"Virtus Family Office’s direct owners are CJMM Investments, LLC, Consultoria Y Asesoria Fundamental, S.a.s and Grupo Eiger, S.C., each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Virtus Family Office get paid?","answer":"Virtus Family Office is paid through a percentage of assets under management, fixed fees and other compensation. 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":"Is Virtus Family Office registered with the SEC?","answer":"Yes, Virtus Family Office has been registered with the SEC as an investment adviser since 14 January 2021. Its CRD number is 298272 and its SEC file number is 801-120155.","source":"Form ADV Part 1A, Item 1, filed 20 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Virtus Family Office?","answer":"Virtus Family Office’s main office is at 500 West Overland, Suite 250-Q, El Paso, TX 79901. Its phone number is 915-730-3885. 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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."}