Virtera Partners

Asset Manager SEC-registered adviser

Legal name: Virtera Partners LLC

Pepper Pike, OH Website LinkedIn

AUM

$451.8M
Regulatory AUM

Private funds

6
Other 6

Private fund assets

$224.1M
Gross asset value

Employees

5

Last Form D raise

Jan 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

C
President, Chief Investment Officer
S
Trustee, Sheldon G. Adelman Revocable Trust

Funds(6)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Virtera Dynamic Equity Fund, LPOther$41.3M$37.5M20Jan 2026Warm
Virtera Select Fund, LPOther$35.1M$28.7M17Aug 2025Cool
Virtera Serenity Fund, LPOther$31.2M$27.4M13Aug 2025Cool
Virtera Private Select Opportunities Llc-Virtera Energy Opportunity IOther$20.8M$14.6M41Jul 2025Cool
Virtera Private Select Fund I, LPOther$67.3M$61.5M45Aug 2023Cold
Private Select Trimer SPV I, LPOther$28.3M——Jul 2022Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
308187
SEC file number
801-126022
CIK
1905156

Sources