| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Virtus Real Estate Enhanced Core, LP | Real Estate | $713.5M | $25M |
| Virtus Real Estate Enhanced Core REIT, LLC | Real Estate | $713.5M | $1K |
| Virtus Axis Co-Investment, LLC | Real Estate | $4.9M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Davis | Chief Compliance Officer | Under 5% | 2017 |
| Kevin White Control | Cio | Under 5% | 2021 |
| Virtus Advisory Holdings, LP Control | Sole Member | Over 75% | 2022 |
Virtus Real Estate LLC reports $722.6 million in regulatory assets under management on its Form ADV.
Virtus Real Estate LLC manages 4 private funds with combined gross assets of $1.4 billion.
Virtus Real Estate LLC reports 42 employees.
Virtus Real Estate LLC is based in Austin, TX and has been SEC-registered since 2012.
Virtus Real Estate LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 835 W. 6th Street, Suite 1500, Austin, TX 78703 |
| Phone | 512-891-1230 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $722.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $722.6M |