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VIRTUS REAL ESTATE LLC

AUSTIN, TX · CRD 164146 · IAPD ↗ · virtusre.com · 512-891-1230

$1.14BRegulatory AUM
20Advisory reps
41Employees
4Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
July 2026 — VIRTUS REAL ESTATE LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2026 — VIRTUS REAL ESTATE LLC shrank from 33 to 20 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2026 — VIRTUS REAL ESTATE LLC crossed $1B in regulatory AUM ($722.6M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
68
April 2025 — VIRTUS REAL ESTATE LLC grew from 7 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — VIRTUS REAL ESTATE LLC now reports custody of client assets ($1.19B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.