Virtus Investment Partners (NYSE: VRTS) is an asset management company that provides investment management services across multiple strategies and vehicle types. Revenue is generated primarily through investment management fees calculated as a percentage of assets under management, making the business directly tied to AUM levels and market performance. The 10-K for fiscal year ended December 31, 2025, filed February 27, 2026, confirms Virtus is listed on the New York Stock Exchange. The company operates as a multi-manager platform, affiliating with independent investment managers who run distinct strategies, and distributes those strategies through retail and institutional channels. Fee revenue fluctuates with AUM, which is itself sensitive to both market returns and net client flows. The filing does not provide sufficient numerical detail in the excerpted sections to state specific AUM figures, revenue totals, or segment breakdowns.

Revenue model

Investment management fees based on a percentage of assets under management, across retail and institutional client channels. Fee levels vary by strategy and vehicle type.

Products and services

Investment management strategies distributed through multiple vehicles including mutual funds and institutional accounts, managed by affiliated independent investment managers operating under the Virtus multi-manager platform.

Customers and end markets

Retail investors and institutional clients seeking investment management services. Specific customer concentration data is not supported by the filing excerpts provided.

Value-chain role

Asset manager and investment management platform, sitting between end investors and portfolio management teams via affiliated independent investment managers.

Geographic exposure

The filing excerpts do not provide sufficient detail to specify geographic revenue mix.

Source: SEC 10-K, filed 2026-02-27

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