VIRTERA PARTNERS LLC

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UUIDb3c80fac-39fc-503d-8640-f8c88d6810b1

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:54

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	308187	308187	—	1.0
cik	0001905156	1905156	—	—
sec_file_number	801-126022	801-126022	—	—

Profile

Websitehttps://www.virterapartners.com/

HQ CityPEPPER PIKE

HQ StateOH

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)452,065,728.0
RAUM (discretionary)337,257,791.0
Actionable assets452,065,728.0
Accounts71.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM32,643,535.0
HNW AUM221,018,322.0

As of 2025-07-30 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
2011 MICHAEL DRUSINSKY IRREVOCABLE TRUST	MEMBER	OFFICER	—	{"filing_id": "2015915", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ADELMAN, SHELDON, GARY	TRUSTEE	OFFICER	—	{"filing_id": "2015915", "owner_id": "7895787", "source": "adv_part1", "table": "Schedule_A_B"}
L'DOR VADOR 2023 TRUST II	MEMBER	OFFICER	—	{"filing_id": "2015915", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SLAIN, CHAYA, F	PRESIDENT, CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2015915", "owner_id": "3104229", "source": "adv_part1", "table": "Schedule_A_B"}
THE ADELMAN FAMILY INVESTMENT COMPANY	MANAGING MEMBER	OFFICER	—	{"filing_id": "2015915", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
GARCEAU, ALBERT, ARTHUR	TRUSTEE	EMPLOYEE	—	{"filing_id": "2015915", "owner_id": "7341370", "source": "adv_part1", "table": "Schedule_A_B"}
ISRAELSTAM, KEITH, NEIL	OWNER	EMPLOYEE	—	{"filing_id": "2015915", "owner_id": "7512592", "source": "adv_part1", "table": "Schedule_A_B"}
MAYERFELD, YOEL, YITZCHAK	OWNER	EMPLOYEE	—	{"filing_id": "2015915", "owner_id": "2943018", "source": "adv_part1", "table": "Schedule_A_B"}
PENCE, TODD, DAVID	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2015915", "owner_id": "7326522", "source": "adv_part1", "table": "Schedule_A_B"}
SHELDON G. ADELMAN REVOCABLE TRUST	OWNER	EMPLOYEE	—	{"filing_id": "2015915", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TAYCAN INVESTMENTS	OWNER	EMPLOYEE	—	{"filing_id": "2015915", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WIDEN, FREDERICK, NEIL	TRUSTEE	EMPLOYEE	—	{"filing_id": "2015915", "owner_id": "1321974", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/15/2025 03:56:47 PM",
  "filing_id": "2015915",
  "reg_type": "IA"
}
```