Ceredex Value Advisors is an investment advisor in Orlando with $6.99 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
261482988
SEC advisor number
801-68739
FINRA CRD number
146023
AUM ?
$6.99 bn
(as of 20 Jun 23)
Accounts
42
(as of 20 Jun 23)
Employees
13
(11 investment advisory or research)
Address
Ceredex Value Advisors
301 EAST PINE ST.
SUITE 500
ORLANDO
FL 32801
301 EAST PINE ST.
SUITE 500
ORLANDO
FL 32801
Office hours
Monday - Friday, 8:30 TO 5:00
Phone
404-566-2129
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Virtus Investment Partners, Inc. | Sole Shareholder | 12/2008 | > 75% |
Riddick, Mills, Allen | Chief Investment Officer | 01/2008 | < 5% |
Aylward, George, Robert | Chief Executive Officer | 06/2017 | < 5% |
Angerthal, Michael, Aaron | Executuve Vice President, Chief Financial Officer | 06/2017 | < 5% |
Virtus Partners, Inc. | Sole Member | 01/2018 | > 75% |
Carney, Matthew, B | Chief Compliance Officer | 07/2021 | < 5% |
Smirl, Richard, William | Executive Vice President | 05/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22