A complete list of active advisors currently associated with Virtera Partners LLC
Warmer can help you find a great advisor at Virtera Partners LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Virtera Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pepper Pike, OH
| 1
| |
Pepper Pike, OH
| 5
| |
Pepper Pike, OH
| 6
|
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