PEPPER PIKE, OHCRD 308187Latest ADV March 30, 2026
Virtera Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pepper Pike, OH. Its latest Form ADV filing, dated March 30, 2026, reports $452M in regulatory assets under management, 5 employees, and 76 accounts.
Assets Under Management
$452M
Employees
5
Offices
--
Total Clients
22
Primary office
PEPPER PIKE, OH
30100 CHAGRIN BLVD., SUITE 380, PEPPER PIKE, OH, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.2% of total clients.
Top client categories% of clientsClients
1
HNWI
68.2%
15
2
Pooled Investment Vehicles
27.3%
6
3
Charitable
4.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$452Mas of March 30, 2026
Discretionary88.7%
$401M
89% of total RAUM88.7%
Non-discretionary11.3%
$51M
11% of total RAUM11.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$452M
Total Accounts76
10Y AUM Change+$452M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee4:1
10Y Employee Change+4 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.