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
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