Virtus Investment Partners buys 35% stake in Crescent Cove

Rhea-AI Filing Summary

Virtus Investment Partners, Inc. reported that on December 16, 2025 it, through its wholly owned subsidiary Virtus Private Markets Holdings, LLC, acquired 35% of the equity of Crescent Cove Advisors, LP and Crescent Cove Opportunity GP, LP, collectively referred to as Crescent Cove.

Virtus Investment Partners and Crescent Cove jointly issued a press release dated December 16, 2025 announcing this acquisition, which is included as an exhibit to this report.

Insights

Equity analyst – asset and wealth management

Virtus Investment Partners acquired a 35% equity stake in Crescent Cove through a subsidiary, adding a new minority ownership position.

Virtus Investment Partners, Inc. disclosed that its wholly owned subsidiary, Virtus Private Markets Holdings, LLC, acquired 35% of the equity of Crescent Cove Advisors, LP and Crescent Cove Opportunity GP, LP. A 35% interest gives exposure to Crescent Cove’s business while leaving the remaining equity with other owners.

The use of a dedicated subsidiary defines how this investment is held within the Virtus corporate structure. Economic outcomes for Virtus will relate to how Crescent Cove performs and to the specific terms of the equity arrangement, which are not detailed here.

The accompanying press release dated December 16, 2025, issued jointly by Virtus Investment Partners and Crescent Cove, provides the primary narrative for this transaction and signals that the parties view the acquisition as a notable corporate development.

8-K Event Classification

2 items: 8.01, 9.01

2 items

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What transaction did Virtus Investment Partners (VRTS) disclose on December 16, 2025?

On December 16, 2025, Virtus Investment Partners, Inc. disclosed that it acquired 35% of the equity of Crescent Cove Advisors, LP and Crescent Cove Opportunity GP, LP through its wholly owned subsidiary Virtus Private Markets Holdings, LLC.

What percentage of Crescent Cove did Virtus Investment Partners (VRTS) acquire and through which entity?

Virtus Investment Partners acquired 35% of the equity of Crescent Cove, and it did so through its wholly owned subsidiary Virtus Private Markets Holdings, LLC.

Which Crescent Cove entities are included in the Virtus Investment Partners acquisition?

The acquisition covers a 35% equity interest in Crescent Cove Advisors, LP and Crescent Cove Opportunity GP, LP, both Delaware limited partnerships collectively referred to as Crescent Cove.

How was the Crescent Cove acquisition announced by Virtus Investment Partners (VRTS)?

Virtus Investment Partners and Crescent Cove issued a joint press release dated December 16, 2025 announcing the acquisition, which is included as Exhibit 99.1 to this report.

On which exchange is Virtus Investment Partners stock listed and what is the trading symbol?

Virtus Investment Partners’ Common Stock, $0.01 par value, is listed on the New York Stock Exchange under the trading symbol VRTS.

Is the Crescent Cove transaction described as completed or proposed by Virtus Investment Partners?

The disclosure states that Virtus Investment Partners, through its subsidiary, acquired 35% of the equity of Crescent Cove, indicating that the transaction is described as completed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 12/16/2025 - 08:57 AM Learn about SEC filing dates

0000883237false00008832372025-12-162025-12-16

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

December 16, 2025

Date of Report (date of earliest event reported)

VIRTUS INVESTMENT PARTNERS, INC.

(Exact name of registrant as specified in its charter)

Delaware

001-10994

26-3962811

(State or other jurisdiction of incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

One Financial Plaza

Hartford

CT

06103

(Address of principal executive offices)

(Zip Code)

(800) 248-7971

Registrant's telephone number, including area code

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, $0.01 par value			VRTS			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

☐

Item 8.01        Other Events.

On December 16, 2025, Virtus Investment Partners, Inc. (the “Company”), through its wholly owned subsidiary Virtus Private Markets Holdings, LLC, a Delaware limited liability company, acquired 35% of the equity of Crescent Cove Advisors, LP, a Delaware limited partnership, and ii) Crescent Cove Opportunity GP, LP, a Delaware limited partnership (collectively, “Crescent Cove”).

Attached as Exhibit 99.1 and incorporated by reference herein is a press release dated December 16, 2025 issued by the Company and Crescent Cove announcing the acquisition.

Item 9.01        Financial Statements and Exhibits.

(d)     Exhibits    The following exhibits are filed herewith:

99.1    Press release of Virtus Investment Partners, Inc., dated December 16, 2025.

104    Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

VIRTUS INVESTMENT PARTNERS, INC.

Dated:

December 16, 2025

By:

/s/ Andra C. Purkalitis

Name:

Andra C. Purkalitis

Title:

Executive Vice President, Chief Legal Officer, General Counsel and Secretary