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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Hartford, CT

Virtus Fixed Income Advisers

$34.9B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($3.00B parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Private Credit, Direct Lending, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
26
5 Open Source Trails Below
Sum of Disclosed Rows
$3.00B
Total AUM: $34.9B
Median Disclosed Amount
$117.0M
Range: $15.0M – $257.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Virtus Fixed Income Advisers

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Waterland Partnership Fund IAdviser 7.B Vehicle Buyout 2025
$257.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H&F Executive Fund IAdviser 7.B Vehicle Buyout 2025
$241.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EQT Infrastructure VIIIAdviser 7.B Vehicle Infrastructure 2025
$223.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
High Street Logistics Value Fund IAdviser 7.B Vehicle Real Estate 2025
$212.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
GIM LTE Hazel L.P.Adviser 7.B Vehicle Private Equity 2025
$189.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Virtus Fixed Income Advisers

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Virtus Fixed Income Advisers (OCIO / Wealth RIA, $34.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.7% Actual; $453.9M Unallocated Target Bandwidth). SEC Form ADV (801-68743, CRD #146029) verified $34.91B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Virtus Fixed Income Advisers

578 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Virtus Fixed Income Advisers (25 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 13 Shared Vehicles

Diablo Valley Hoosac Rutherford Mutual & Casualty Insurance General Account

Insurance Company Walnut Creek, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Andreessen Horowitz Growth V (2023 Vintage)
Virtus Fixed Income Advisers: $118.2M · SEC Form ADV 7.B
Diablo Valley Hoosac Rutherford Mutual & Casualty Insurance General Account: $70.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Amulet Capital Fund III, LP (2023 Vintage) · Angelo Gordon Direct Lending Fund V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Colombo Sri Lanka Hopewell Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Amulet Capital Fund III, LP (2023 Vintage)
Virtus Fixed Income Advisers: $112.5M · SEC Form ADV 7.B
Colombo Sri Lanka Hopewell Sovereign Strategic Investment Fund: $61.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Andreessen Horowitz Growth V (2023 Vintage) · Angelo Gordon Direct Lending Fund V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Bolzano South Great Sovereign Strategic Investment Fund

Sovereign Wealth Fund Bolzano, South
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Andreessen Horowitz Bio Fund IV (2022 Vintage)
Virtus Fixed Income Advisers: $82.8M · SEC Form ADV 7.B
Bolzano South Great Sovereign Strategic Investment Fund: $35.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Andreessen Horowitz Growth V (2023 Vintage) · Amulet Capital Fund III, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+575 Additional Institutional LPs Report Shared Vehicles with Virtus Fixed Income Advisers

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 26 total tracked records for Virtus Fixed Income Advisers) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (578 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Virtus Fixed Income Advisers

Venture Capital LPs →Buyout LPs →Private Credit LPs →Direct Lending LPs →Private Equity LPs →

Frequently Asked Questions: Virtus Fixed Income Advisers

What type of institutional allocator is Virtus Fixed Income Advisers and what is their typical disclosed ticket size?

Virtus Fixed Income Advisers is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Hartford, CT). Across 26 historical disclosure records tracked on Prilago ($3.00B total parsed USD across disclosed rows), the median disclosed amount is $117.0M (range: $15.0M to $257.0M).

Which private-market strategies appear in Virtus Fixed Income Advisers's public disclosures?

Virtus Fixed Income Advisers has disclosed records across Venture Capital, Buyout, Private Credit, Direct Lending, Private Equity. Open preview records include Waterland Partnership Fund I (2025 Vintage), H&F Executive Fund I (2025 Vintage), EQT Infrastructure VIII (2025 Vintage), High Street Logistics Value Fund I (2025 Vintage).

How are Virtus Fixed Income Advisers's historical records substantiated and separated from active searches on Prilago?

Records for Virtus Fixed Income Advisers cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Virtus Fixed Income Advisers's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/virtus-fixed-income-advisers or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Virtus Fixed Income Advisers?

In Prilago's bilateral commitment graph, Virtus Fixed Income Advisers shares resolved underlying fund vehicles with 578 institutional LPs across 25 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Diablo Valley Hoosac Rutherford Mutual & Casualty Insurance General Account (13 shared vehicles, e.g. Andreessen Horowitz Growth V (2023 Vintage)), Colombo Sri Lanka Hopewell Sovereign Strategic Investment Fund (12 shared vehicles, e.g. Amulet Capital Fund III, LP (2023 Vintage)), Bolzano South Great Sovereign Strategic Investment Fund (11 shared vehicles, e.g. Andreessen Horowitz Bio Fund IV (2022 Vintage)).

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