other names
  • VORTUS INVESTMENT ADVISORS, LLC

Adviser Profile

As of Date 06/06/2025
ADV Location FORT WORTH, TX, United States
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 7
Registration SEC, Approved, 07/14/2015
Other registrations (2)
AUM* 403,070,917 -51%
of that, discretionary 403,070,917 -51%
Private Fund GAV* 245,740,157 0%
Avg Account Size 50,383,865 -45%
SMA’s No
Private Funds 8 1
Contact Info 817 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 877M 731M 585M 438M 292M 146M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count8 GAV$245,740,157

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Brochure Summary