RIA Intel›Advisers›Ohio›VIRTERA PARTNERS LLC

VIRTERA PARTNERS LLC

Hybrid

N·PEPPER PIKE, OH

Data as of Jan 22, 2026 · Source: SEC Form ADV

Total AUM

$452M

1-Year AUM Growth

+31.4%

3-Year CAGR

+23.0%

Employees

4

Assets Under Management

Total AUM$452M

Discretionary AUM$337M

Non-Discretionary AUM$115M

Discretionary %74.6%

Total Clients21

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds6

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record14

First FilingJul 29, 2020

Latest FilingJan 22, 2026

🔒 Full AUM trend chart and 14 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VIRTERA PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.