Virtera Partners LLC

Virtera Partners LLC is a registered investment adviser based in Pepper Pike, Ohio, providing investment advisory services since August 2020. The firm specializes in offering high-quality, independent investment advice to ultra-high net worth families and charitable organizations. They construct diversified portfolios tailored to each client's specific financial situation, including allocations to alternative investments like private equity, venture capital, and real estate. Virtera Partners may invest in various securities, including public securities, bonds, ETFs, mutual funds, and pooled investment vehicles. The firm offers discretionary and non-discretionary investment management services, with discretionary authority allowing them to manage accounts without prior client approval. Virtera Partners evaluates and recommends the services of unaffiliated investment managers based on factors like investment objectives and past performance. The firm does not charge performance-based fees for family office or separately managed account clients but may receive an Incentive Allocation from affiliated pooled investment vehicles. Clients are subject to minimum investable asset requirements, with families typically needing $100,000,000 in assets. The firm receives economic benefits from Schwab, the custodian/broker, in the form of support products and services. Virtera Partners does not have any disciplinary information to disclose and has policies in place to address conflicts of interest and ensure compliance with regulatory requirements.