| Entity Name: | VIRTUS INVESTMENT ADVISERS, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 09 May 1980 |
| Business ALEI: | 0165508 |
| Annual report due: | 09 May 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | ONE FINANCIAL PLAZA 26TH FLOOR, HARTFORD, CT, 06103, United States |
| Mailing address: | ONE FINANCIAL PLAZA 26TH FLOOR, HARTFORD, CT, United States, 06103 |
| ZIP code: | 06103 |
| County: | Hartford |
| Place of Formation: | MASSACHUSETTS |
| E-Mail: | leann.morse@virtus.com |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| GEORGE R. AYLWARD | Officer | ONE FINANCIAL PLAZA 26TH FLOOR, HARTFORD, CT, 06103, United States | ONE FINANCIAL PLAZA, 26TH FLOOR, HARTFORD, CT, 06103, United States |
| JENNIFER S. FROMM | Officer | ONE FINANCIAL PLAZA 26TH FLOOR, HARTFORD, CT, 06103, United States | ONE FINANCIAL PLAZA, 26TH FLOOR, HARTFORD, CT, 06103, United States |
| DAVID G. HANLEY | Officer | ONE FINANCIAL PLAZA 26TH FLOOR, HARTFORD, CT, 06103, United States | ONE FINANCIAL PLAZA, 26TH FLOOR, HARTFORD, CT, 06103, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| GEORGE R. AYLWARD | Director | ONE FINANCIAL PLAZA 26TH FLOOR, HARTFORD, CT, 06103, United States | ONE FINANCIAL PLAZA, 26TH FLOOR, HARTFORD, CT, 06103, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | PHOENIX INVESTMENT COUNSEL, INC. | VIRTUS INVESTMENT ADVISERS, INC. | 2008-12-03 |
| Name change | PHOENIX INVESTMENT COUNSEL OF BOSTON, INC. | PHOENIX INVESTMENT COUNSEL, INC. | 1984-08-07 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012050513 | 2024-05-21 | No data | Annual Report | Annual Report | No data |
| BF-0011079063 | 2023-05-12 | No data | Annual Report | Annual Report | No data |
| BF-0010215415 | 2022-05-17 | No data | Annual Report | Annual Report | 2022 |
| BF-0010471043 | 2022-01-14 | 2022-01-14 | Mass Agent Change � Address | Agent Address Change | No data |
| 0007340351 | 2021-05-17 | No data | Annual Report | Annual Report | 2021 |
| 0006943532 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006950703 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006899811 | 2020-05-07 | No data | Annual Report | Annual Report | 2020 |
| 0006534730 | 2019-04-16 | No data | Annual Report | Annual Report | 2019 |
| 0006166769 | 2018-04-20 | No data | Annual Report | Annual Report | 2018 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
