VIRTERA PARTNERS LLC
SEC RegisteredINSTITUTIONAL EXPERTISE, BOUTIQUE ATTENTION
About the firm
Virtera Partners provides customized, independent investment advice, striving to help clients preserve and grow their wealth. They serve as a "family-office" to a select group of prominent families and also offer a suite of pooled investment vehicles for families and institutions seeking access to alternative investments across a range of asset classes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized portfolio solutions tailored to each client's situation; access to a network of investment managers in traditional and alternative asset classes; specialization in hard-to-access alternative investments; portfolio performance and exposure reporting for complex family structures; liaison services between accounting, tax, and estate planning providers; and pooled investment vehicles for alternative investment access.
Who they serve
A select group of prominent families, as well as families and institutions wishing to gain access to alternative investments.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 15 | $185M |
| Pension/Profit Sharing Plans | 6 | $224M |
| State/Municipal Entities | 1 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VIRTERA PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.