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SEC Form ADV · CIK 1905156

VIRTERA PARTNERS LLC

Firm profile: Virtera Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOH
$451.8M
Assets Under Management
76
Total Clients
5
Employees
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Registration Details

CIK
1905156
Accession
CRD-308187
Location
PEPPER PIKE, OH
Filing Date
March 30, 2026
AUM
$451.8M
Total Clients
76
Institutional Clients
7
Employees
5
Amendment
No
SEC EDGAR
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Client Types

HNW IndividualsPooled Investment VehiclesCharitable Organizations

Private Funds

6 private funds reported on Form ADV Schedule D 7.B.1, $224.1M in combined gross assets.

  • VIRTERA PRIVATE SELECT FUND I, LPOther Private Fund$67.3M
  • VIRTERA DYNAMIC EQUITY FUND, LPOther Private Fund$41.3M
  • VIRTERA SELECT FUND, LPOther Private Fund$35.1M
  • VIRTERA SERENITY FUND, LPOther Private Fund$31.2M
  • PRIVATE SELECT TRIMER SPV I, LPOther Private Fund$28.3M
  • VIRTERA PRIVATE SELECT OPPORTUNITIES LLC-VIRTERA ENERGY OPPORTUNITY IOther Private Fund$20.8M

About this Adviser

VIRTERA PARTNERS LLC is a registered investment adviser headquartered in PEPPER PIKE, OH, managing approximately $451.8M in assets across 76 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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