Seix Investment Advisors

What Seix Investment Advisors does

Seix Investment Advisors is a boutique fixed income investment management firm founded in 1992 and headquartered in Park Ridge, New Jersey, with additional offices in Atlanta, Georgia and Winter Park (Orlando area), Florida. The firm manages approximately $11.3 billion in assets across two integrated platforms: Investment Grade (Core, Core Plus, Intermediate, Securitized, Short Duration, Ultra-Short strategies) and Leveraged Finance (CLOs, Floating Rate/Leveraged Loans, Full Market High Yield, Global High Yield, High Quality High Yield). Its investment process is bottom-up credit research-led with strict sell discipline, return-per-unit-of-risk framework, and ESG risk analysis integrated into the decision-making process, and the firm is a signatory of the UN-supported Principles for Responsible Investment.

Seix operates as a division of Virtus Fixed Income Advisers, LLC, an SEC-registered investment adviser, and is an affiliated manager of publicly listed Virtus Investment Partners (NYSE: VRTS). Distribution is conducted through three channels: direct institutional sales to pension funds, endowments, insurance companies and sovereign wealth funds globally; separately managed accounts for individual investors through financial advisors (Core Bond, Intermediate Bond, High Yield SMAs); and Virtus-branded mutual funds and ETFs including the Virtus Seix Core Bond Fund, Total Return Bond Fund, Floating Rate High Income Fund, High Yield Fund, AAA Private Credit CLO ETF, and Senior Loan ETF. Revenue is generated through recurring asset-based management fees across each channel, with specific fee schedules not publicly disclosed.

The firm employs a lean team of 11-50 professionals with strong credentialing (multiple CFA Charterholders) and average industry experience of 21+ years, with several senior portfolio managers having 15+ years tenure at the firm. Customer segments include institutional investors, high-net-worth individuals/family offices (through wrap SMAs), and retail/intermediated investors (through mutual funds and ETFs). The firm is private, holds SEC registration, and operates with offices spanning the U.S. East Coast and Southeast.

Name

Seix Investment Advisors

Legal name

Seix Investment Advisors LLC

Website

https://seixadvisors.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

Seix Investment Advisors is a boutique fixed income manager (founded 1992, ~$11.3B AUM) offering investment grade and leveraged finance strategies to institutional investors, wrap SMA clients, and mutual fund/ETF investors via its parent Virtus Investment Partners.

Ownership category

akta.pro rank

Product category

Fixed Income Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282), Asset-Backed Securities (6189)

akta.pro primary industry

Private Credit — Structured Credit (CLOs, ABS, Private Securitizations) (FSAHAJAH)

akta.pro secondary industries

Structured Credit & Securitized Products Investing (RMBS/CRT/IO-PO) (FSALAFAG), ESG Integration / Responsible Investment Funds (Broad ESG) (FSANAJAL)

Keywords

• Fixed income management
• Investment grade bonds
• Leveraged finance strategies
• Separately managed accounts
• Institutional asset management

Headquarters

HQ city

Park Ridge

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others, Technology or R&D

Revenue model

1. Institutional Asset Management Fees: Seix Investment Advisors generates revenue through management fees charged on assets under management across its institutional strategies including investment grade and leveraged finance portfolios. As a specialty fixed income manager with approximately $11.3 billion in assets under management, the firm earns fees based on a percentage of assets managed.
2. Wrap SMA Fees: Separately managed account fees for wrap product strategies including Core Bond, Intermediate Bond, and High Yield strategies targeting individual investors through financial intermediaries.
3. Mutual Fund and ETF Management Fees: Management fees from Virtus Seix branded mutual funds and ETFs including Core Bond Fund, Total Return Bond Fund, High Yield Fund, Senior Loan ETF, and AAA Private Credit CLO ETF.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Seix Investment Advisors is a specialty fixed income investment manager that delivers actively managed fixed income strategies to institutional and individual investors. The firm offers investment grade strategies (Core, Core Plus, Intermediate, Securitized, Short Duration, Ultra-Short) and leveraged finance strategies (CLOs, Floating Rate/Leveraged Loans, Full Market High Yield, Global High Yield, High Quality High Yield), distributed through institutional separate accounts, wrap SMAs, and Virtus-branded mutual funds and ETFs. With approximately $11.3 billion in AUM as of March 2026, Seix applies a bottom-up credit research process with strict sell discipline and ESG integration.

Product overview

Seix Investment Advisors is a specialty fixed income investment manager offering a comprehensive suite of investment strategies organized across three main channels: Institutional (Investment Grade and Leveraged Finance strategies), Individual Wrap SMAs, and Mutual Funds/ETFs through the Virtus partnership. The Investment Grade strategies (Core, Core Plus, Intermediate, Securitized, Short Duration, Ultra-Short) provide liquid, high-quality diversified portfolios in investment grade bonds. The Leveraged Finance strategies (CLOs, Floating Rate/Leveraged Loans, Full Market High Yield, Global High Yield, High Quality High Yield) focus on below-investment grade credit and floating rate instruments. Wrap SMA products (Core Bond, Intermediate Bond, High Yield) offer separately managed accounts for individual investors. The Virtus Seix fund family includes mutual funds (Core Bond, Total Return Bond, U.S. Government Securities Ultra-Short Bond, Floating Rate High Income, High Yield) and ETFs (AAA Private Credit CLO ETF, Senior Loan ETF). Founded in 1992, Seix manages approximately $11.3 billion in assets as of March 2026.

Differentiator

Problem solved

Functional benefit

Brands

• Virtus Seix Core Bond Fund: Mutual fund focused on core bond investments in the investment grade universe.
• Virtus Seix Total Return Bond Fund
• Virtus Seix U.S. Government Securities Ultra-Short Bond Fund
• Virtus Seix AAA Private Credit CLO ETF
• Virtus Seix Floating Rate High Income Fund
• Virtus Seix High Yield Fund
• Virtus Seix Senior Loan ETF

Products and services

• Core Bond Strategy A highly liquid, high quality diversified portfolio focusing solely on the investment grade universe of bonds, investing in corporate bonds, asset-backed securities, mortgage-backed securities, U.S. Treasuries, and U.S. government agency debentures. Designed for institutional investors seeking core investment grade fixed income exposure.
• Core Plus Strategy A highly liquid, high quality diversified portfolio focusing on the investment grade universe of bonds with opportunistic exposure to 'plus' sectors including high yield bonds, leveraged loans, emerging market debt, and non-U.S. dollar securities. Designed for institutional investors seeking core plus fixed income exposure.
• Intermediate Strategy A highly liquid, high quality diversified portfolio focusing on intermediate-term investment grade bonds. Designed for institutional investors seeking intermediate-duration investment grade fixed income exposure.
• Securitized Strategy A highly liquid, high quality diversified portfolio focusing on investment grade mortgage and asset-backed securities, investing in asset-backed securities and mortgage-backed securities (both residential and commercial). Designed for institutional investors seeking securitized fixed income exposure.
• Short Duration Strategy Highly liquid, high quality diversified portfolios focusing on short-term investment grade bonds, including Short-Term 1-3 Year Strategy and Short-Term 1-5 Year Strategy. Designed for institutional investors seeking short-duration investment grade fixed income exposure.
• Ultra-Short Bond Strategy Highly liquid, high quality diversified portfolios focusing on ultra-short investment grade bonds, including U.S. Government Ultra-Short Strategy and standard Ultra-Short Strategy. Designed for institutional investors seeking ultra-short duration fixed income exposure.
• Collateralized Loan Obligations (CLOs) Investment strategy focusing on the healthier segment of the leveraged loan universe with BB and B rated loans, emphasizing companies with strong asset coverage, solid free cash flow generation, and balanced management approaches. Designed for institutional investors seeking structured credit exposure.
• Floating Rate/Leveraged Loans Strategy focusing on BB and B rated leveraged loans with emphasis on companies with strong asset coverage, solid free cash flow generation, and management teams with balanced approaches to debt and equity holders. Designed for institutional investors seeking floating rate leveraged loan exposure.
• Full Market High Yield Strategy Opportunistic approach to high yield investing allowing more concentrated positions and up to 30% investment in CCC-rated securities, identifying strongest and most undervalued credits in the below-investment grade universe. Designed for institutional investors seeking full market high yield exposure.
• Global High Yield Strategy Opportunistic approach to high yield investing identifying U.S. and non-U.S. issuers with solid margin of safety, allowing more concentrated positions and up to 30% investment in CCC-rated securities including a non-dollar component. Designed for institutional investors seeking global high yield exposure.
• High Quality High Yield Strategy Strategy focusing on BB and B rated corporate bonds, centered on avoiding permanent loss of capital by focusing on business models that can survive volatile business cycles. Designed for institutional investors seeking high quality high yield exposure.
• Core Bond SMA Separately managed account offering a highly liquid, high quality diversified portfolio focusing on investment grade bonds including corporate bonds, asset-backed securities, mortgage-backed securities, U.S. Treasuries, and government agency debentures. Designed for individual investors accessing Seix strategies through financial advisors and wealth managers.
• Intermediate Bond SMA Separately managed account focusing on a bottom-up, top-down aware investment approach serving as the anchor of an overall portfolio with the goal of delivering superior long-term risk-adjusted returns. Designed for individual investors through financial advisors.
• High Yield SMA Separately managed account focusing on BB and B rated corporate bonds with strict security selection and risk management approach to enhance returns and protect against downside risk. Designed for individual investors through financial advisors.
• Virtus Seix Core Bond Fund Mutual fund providing a highly liquid, high quality diversified portfolio focusing on investment grade bonds. Distributed through Virtus Investment Partners platform for retail and institutional investors.
• Virtus Seix Total Return Bond Fund Mutual fund focused on total return through investment in diversified bond portfolio. Distributed through Virtus Investment Partners platform.
• Virtus Seix U.S. Government Securities Ultra-Short Bond Fund Mutual fund seeking to maximize income by investing predominantly in U.S. Government Agency securitized assets. Distributed through Virtus Investment Partners platform.
• Virtus Seix AAA Private Credit CLO ETF ETF focused on AAA-rated private credit collateralized loan obligations. Distributed through Virtus Investment Partners platform.
• Virtus Seix Floating Rate High Income Fund Mutual fund providing exposure to floating rate instruments for high income generation. Distributed through Virtus Investment Partners platform.
• Virtus Seix High Yield Fund Mutual fund focused on high yield bond investments for income and total return. Distributed through Virtus Investment Partners platform.
• Virtus Seix Senior Loan ETF ETF providing exposure to senior secured leveraged loans. Distributed through Virtus Investment Partners platform.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Virtus Investment PartnerscoreStrategic or Co-development PartnerVirtus Investment Partners (NYSE: VRTS) is the parent company and affiliated manager of Seix Investment Advisors. Seix operates as a division of Virtus Fixed Income Advisers, LLC, an SEC registered investment adviser. The partnership provides Seix access to Virtus's distribution platform for mutual funds and ETFs.
• UN-supported Principles for Responsible Investment (PRI)minorOthersSeix Investment Advisors is a signatory of the PRI, demonstrating commitment to integrating ESG factors into investment decision-making processes.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/seix-inv-advisors

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Seix Investment Advisors