{"url":"https://nivawealth.com/firms/virtus-fixed-income-advisers-146029","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/146029","regulatoryAum":34913755783,"crd":"146029","secFileNumber":"801-68743","legalName":"Virtus Fixed Income Advisers, LLC","displayName":"Virtus Fixed Income Advisers","website":"http://www.virtus.com","linkedinUrl":"https://www.linkedin.com/company/65266/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"One Financial Plaza","city":"Hartford","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06103"},"tradeNames":["Newfleet Asset Management","Seix Investment Advisors","Stone Harbor Investment Partners"],"registration":{"secApproved":"25 January 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They include 88 investment companies, 46 pension and profit-sharing plans and 23 other investment advisers.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Virtus Fixed Income Advisers offer?","answer":"Virtus Fixed Income Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.","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 Virtus Fixed Income Advisers use?","answer":"Virtus Fixed Income Advisers’ separately managed account assets are held at Citigroup, NA (London), with $2,222,650,000. 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 Virtus Fixed Income Advisers have?","answer":"Virtus Fixed Income Advisers has 0 investment adviser representatives registered with state securities authorities, out of 95 employees, and 74 perform investment advisory functions. 24 are registered representatives of a broker-dealer and 0 are 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 Fixed Income Advisers invest in?","answer":"At the end of its last fiscal year, Virtus Fixed Income Advisers’ separately managed accounts held 28% high-yield corporate bonds, 27% investment grade corporate bonds, 16% abs, non-agency abs,leveraged loans, 14% U.S. government and agency bonds, 8% registered funds (mutual funds, ETFs, BDCs), 3% state and local bonds, 3% cash and equivalents, 1% sovereign bonds and 1% pooled vehicles (private funds and similar). It advises 15 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 Fixed Income Advisers?","answer":"Virtus Fixed Income Advisers is owned through a holding company by Virtus Investment Partners, Inc. Its direct owner is Virtus Partners, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Virtus Fixed Income Advisers get paid?","answer":"Virtus Fixed Income Advisers is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions 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"}}],"holdings":{"url":"https://nivawealth.com/firms/virtus-fixed-income-advisers-146029/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2079921/000207992126000012/0002079921-26-000012-index.html","totalValue":158394901,"positionCount":85,"top10Share":0.8997265637989192,"top10":[{"issuer":"VIRTUS ETF TR II","titleOfClass":"NEWFLEET ABS MBS","cusip":"92790A603","value":96984953,"shares":4012617,"shareType":"SH","priorValue":64819492,"priorShares":2680596},{"issuer":"VIRTUS ETF TR II","titleOfClass":"VIRTUS NEWFLEET","cusip":"92790A207","value":24636737,"shares":1134074,"shareType":"SH","priorValue":24394319,"priorShares":1134092},{"issuer":"VIRTUS ETF TR II","titleOfClass":"SEIX SR LN 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth 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."}