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Multi-Family OfficeRIA · CRD 298272SEC-RegisteredPrivate Fund Adviser

Updated:

Virtus Family Office

Virtus Family Office was established in 2016 when Robert Moreth acquired the multi-family office unit of BTG Pactual México. The firm operates as an...

Overview

Virtus Family Office was established in 2016 when Robert Moreth acquired the multi-family office unit of BTG Pactual México. The firm operates as an independent RIA registered with the SEC and supplies investment advisory plus consolidated reporting to select families. The firm allocates across hedge funds, infrastructure, private credit, private equity and real estate. It targets buyout opportunities and maintains exposure in biotech. Geographic coverage spans Asia, Europe, the Middle East, North America and South America. Holdings include positions in iShares Gold Trust along with real-asset projects such as the Reinstate West mixed-use development in El Paso. The team includes five named professionals. Additional vehicles or philanthropic arms are not disclosed. No operational events from the last 24 months appear in available records. The firm’s structure stems from the 2016 acquisition of an existing Mexican multi-family platform, which created an RIA that combines cross-border advisory with direct access to alternatives for families in multiple regions.

General information

Firm type

Multi Family Office

Year founded

2016

Location

Region

North America

Country

United States

City

El Paso

Corporate office

500 West Overland Suite 250-Q, El Paso, TX 79901, United States

Principals

Robert Moreth

Founding Partner and Chief Investment Officer

Christoph Quirinus Mohler

Director of the VFO Alternative Investment Fund

Norma Peralta Morales

Chief Compliance Officer

Jesus Duran

Associate of Operations and Investment Advisor

David Weingarten

Former Chief Operating Officer and Chief Compliance Officer

Sector focus

Healthcare ServicesEnergy Transition & Renewables

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