other names
  • VORTUS INVESTMENT ADVISORS, LLC

Adviser Profile

As of Date 04/24/2026
Registration SEC, Approved, 07/14/2015
Other registrations (2)
ADV Location FORT WORTH, TX, United States
Contact Info 817 xxxxxxx
Websites
AUM* 411,667,415 -50%
of that, discretionary 411,667,415 -50%
Private Fund GAV* 262,096,331 7%
Avg Account Size 68,611,236 -25%
SMA’s No
Private Funds 6 3

Adviser Type

- Large advisory firm

Number of Employees 6 -25%

of those in investment advisory functions 5 -29%

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 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
Fund TypePrivate Equity Fund Count6 GAV$262,096,331

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Brochure Summary