Virtus Partners provides solutions for asset managers, banks, hedge funds, and investors  to better manage a wide variety of alternative investment strategies. We understand that different clients may require different solutions, so our services are flexible and tailored to fit your specific requirements.  We work with a range of clientele, from fixed-income managers to hedge fund software providers.
Headquartered in Houston, Texas the company has grown from a four person firm in 2005 to a global leader in our industry. We have leveraged our bank debt expertise to expand beyond the CLO market and offer a comprehensive set of solutions covering the broader alternative investment landscape. Today, over 300 employees in five offices in the United States and Europe administer over $350 B dollars worth of assets for over 100 global financial institutions.
 
CLIENTS
Virtus has a large and growing client base consisting of many of the world’s largest banks, hedge funds and asset managers.  The deals that Virtus administers on behalf of these clients  typically have lives of 5-7 years and are recurring in nature.  Virtus is administering over 750 individual portfolios for 100 different managers.  Over half of our clients have multiple deals with Virtus and no client represents more than 20% of our portfolio.

LEADERSHIP
Virtus Partners was started in 2005 by its four partners who all remain actively engaged with the business on a daily basis. The name Virtus comes from ancient Rome and embodies concepts of excellence, character, and courage.  It took courage for the four founding partners to step out on their own and start a new firm that would fulfill their vision of an independent company that combined cutting edge technology and exceptional customer service would better serve their customers in the structured credit industry. Partners represents the founding partners, but also the partnership between the founders and their employees and again with the firm’s clients.

Credit

Hedge Funds

Investment Management

Virtus Partners

Virtus Partners' headquarters in Houston, TX, United States

Kelly Faykus

Lisa Baltagi

The Data Analysis Team at Virtus Partners specializes in processing, interpreting, and validating financial data to support robust alternative investment strategies for diverse clients including banks, hedge funds, and asset managers. They ensure data integrity, compliance with regulatory standards, and provide insightful analytics to optimize portfolio management and decision-making processes. By leveraging advanced technology and deep financial expertise, the team enhances the precision and efficiency of Virtus Partners' services across the structured credit and broader alternative investment landscape.

Data Analysis Team

The Trust Account Management team at Virtus Partners is responsible for overseeing and managing trust accounts for clients, ensuring the accurate and timely administration of assets. They maintain fiduciary duties, execute investment strategies, and provide exceptional service, all while adhering to legal and regulatory standards. This team works closely with institutional clients, including banks, hedge funds, and asset managers, to tailor solutions that meet their specific trust and asset management requirements.

Trust Account Management

The Accounting and Administration Team at Virtus Partners is responsible for managing and overseeing the financial and administrative operations of the company. This includes handling the complex accounting needs of alternative investment strategies, ensuring compliance with financial regulations, maintaining accurate records for client portfolios, and providing comprehensive fund administration services. They work closely with asset managers, banks, and hedge funds to deliver tailored solutions that align with each client's unique requirements, thereby supporting Virtus Partners' mission of excellence in the structured credit industry.

Accounting and Administration Team

The Finance and Operations team at Virtus Partners is responsible for managing the financial logistics and operational processes associated with the diverse portfolios of their clients. This includes closing loans, settling transactions, managing trust accounts, handling corporate actions, and overseeing securities operations. Their work ensures the smooth execution and administration of financial deals and strategies for asset managers, banks, and hedge funds.

Finance and Operations

The Leadership Team at Virtus Partners is composed of senior executives who spearhead the company's strategic direction, oversee operations, and drive business growth. This team includes the CEO, Managing Directors, a Senior Managing Director, and a CDO Compliance Analyst, working collaboratively to ensure the firm upholds its commitment to excellence, character, and innovation in delivering tailored solutions to its diverse clientele in the alternative investment space. They play key roles in decision-making, fostering client relationships, and guiding the company's expansion and service diversification.

Leadership Team

The Software Development Team at Virtus Partners is responsible for building, enhancing, and maintaining custom software solutions tailored to the needs of asset managers, banks, hedge funds, and investors. This team ensures the seamless integration of advanced technology to support complex alternative investment strategies, improve operational efficiency, and deliver exceptional service to Virtus’s diverse and global clientele.

Virtus Partners

Org chart

Teams

Data Analysis Team

Trust Account Management

Accounting and Administration Team

Finance and Operations

Leadership Team

Software Development Team

Offices

Virtus Partners

Org chart

Teams

Data Analysis Team

Trust Account Management

Accounting and Administration Team

Finance and Operations

Leadership Team

Software Development Team

Offices

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