Virtera Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$185,201,434
Clients
15
Advisors
3
of 5 employees
About
Virtera Partners provides investment advisory and family‑office services to a select group of ultra‑high net worth families and charitable organizations, delivering customized, discretionary and non‑discretionary portfolio management and coordination with clients’ other advisors. The brochure states the firm generally requires substantial investable assets for family clients (typically $100 million) and constructs portfolios that may include public equities, fixed income, ETFs, and allocations to alternative investments.
The firm’s stated approach prioritizes asset allocation and diversification across asset classes while often delegating concentrated, high‑conviction strategies to specialist third‑party managers after quantitative and qualitative due diligence; a Valuation Committee reviews private investment valuations. Virtera also discloses the use of short selling and margin in certain accounts and participation in a short‑interest rebate program offered by its primary custodian, and it uses sub‑advisers and pooled vehicles (including SPVs) to obtain alternative exposures.
What distinguishes Virtera from many peers is its role as a fund sponsor and private fund adviser: the firm manages affiliated pooled investment vehicles (and may act as general partner) and regularly recommends those Funds to advisory clients, arrangements that produce performance‑based allocations (Incentive Allocations) and potential conflicts of interest noted in the brochure. The firm likewise discloses hypothetical and performance results in its materials—an uncommon practice among similar advisers—and focuses its client base on ultra‑high net worth and institutional investors rather than retail individual clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
0.10% to 0.50% annually (negotiable; may be a fixed rate or blended tier structure)
Performance-based fees ('Incentive Allocation') are charged on private Funds managed by the Firm and affiliates, separate from family office and separately managed account fees.
Account minimum: $100,000,000 Fee-only: Annual fee based on assets under management ranging from 0.10% to 0.50%, negotiable and may be fixed or tiered.
Main office
30100 Chagrin Blvd., Suite 380
Pepper Pike OH 44124
Advisors at this office
3
Most active in
District of Columbia · Ohio
Also doing business as
Adcap Partners LLC · Virtera Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Todd P
CFA®
Pepper Pike, OH
Virtera Partners LLC
Todd Pence is a CFA® charterholder with five years of industry experience. He has worked at Virtera Partners LLC since 2021 and previously spent eight years at Parkwood LLC. Virtera Partners provides customized investment advisory services primarily to ultra-high-net-worth families, family offices, charitable organizations, and certain pooled vehicles. The firm emphasizes asset allocation and diversification across public and alternative asset classes, relying on manager selection and due diligence to implement concentrated, high-conviction strategies.
Steven F
CFA®
Pepper Pike, OH
Virtera Partners LLC
Steven Francomacaro is a CFA® charterholder at Virtera Partners LLC with one year of industry experience. Prior to joining Virtera Partners in 2025, he worked at the University of Oklahoma Foundation, Windancer Holdings, and Gerber Taylor. Virtera Partners provides investment advisory and family-office services to ultra-high net worth families and charitable organizations, focusing on customized portfolio management that includes public equities, fixed income, ETFs, and alternative investments. The firm emphasizes asset allocation and diversification and serves primarily clients with substantial investable assets, typically $100 million or more.
Chaya S
CFA®
Pepper Pike, OH
Virtera Partners LLC
Chaya Slain is a CFA® charterholder with five years of industry experience. She is currently with Virtera Partners LLC, where she has worked since 2020, following prior roles at Adcap Partners LLC, Adcap Management Inc., and Parkwood Corporation. In addition to her advisory role, she controls general partner entities connected to private investment funds managed by Virtera. Virtera Partners provides customized investment advisory services primarily to ultra-high-net-worth families, family offices, charitable organizations, and certain pooled vehicles. The firm focuses on asset allocation and diversification across public and alternative asset classes, employing a family-office model with a small, concentrated client base and serving as adviser and general partner to affiliated private funds.
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