VIRTUS INVESTMENT PARTNERS, INC.
Keystone National Group, LLC operates as an investment management and advisory services firm providing comprehensive asset management solutions to institutional and individual clients. The company delivers investment management services across multiple asset classes and fund structures, including private funds and… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What VIRTUS INVESTMENT PARTNERS, INC. does
In the company’s own words
Keystone National Group, LLC operates as an investment management and advisory services firm providing comprehensive asset management solutions to institutional and individual clients. The company delivers investment management services across multiple asset classes and fund structures, including private funds and registered investment funds, positioning itself as a diversified player in the alternative and traditional asset management space.
The company's business model centers on generating revenue through investment management fees, advisory services, and performance-based incentive fees earned from managing client assets. Company Revenue is derived from investment management, servicing, and administration fees, as well as registered fund incentive fees. The firm manages assets across various client relationships, with Assets Under Management representing a key operational metric reflecting the scale of client capital under its direction.
Keystone National Group operates through multiple business segments, including the management of private funds and registered funds. The company provides Investment Management Services to diverse clients, encompassing both institutional investors and fund structures. The firm maintains relationships with multiple clients and manages capital across different investment strategies and fund vehicles.
The company's organizational structure includes subsidiary entities and general partner arrangements for various private funds, demonstrating a sophisticated fund management infrastructure. The business encompasses distribution and underwriting capabilities, with the company entering into distribution agreements and principal underwriting agreements to support product distribution and fund operations.
As of the transaction date reflected in this equity purchase agreement dated December 5, 2025, Keystone National Group represents an established investment management platform with meaningful assets under management and an established client base. The company employs service providers across its operations and maintains compliance with applicable investment management regulations, including requirements under the Investment Advisers Act and Investment Company Act. The firm's business model reflects the typical structure of mid-market asset management firms managing both alternative and registered fund products for institutional and individual investors.
Company details
- Sector
- Financials
- Industry
- Banks & Brokers
- Headquarters
- HARTFORD, CT
- Fiscal year end
- December
- CIK
- 883237
- SIC
- 6282
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns VIRTUS INVESTMENT PARTNERS, INC. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · VIRTUS INVESTMENT PARTNERS, INC.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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