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Virtue Asset Management LLC

Multifamily office listing in Barrington, Illinois, United States.

  • SEC-registered
  • Founded 2016
Regulatory AUM
$211 million
Employees
3
Clients
11-25
Founded
2016

VIRTUE ASSET MANAGEMENT LLC is an SEC-registered investment adviser based in Barrington, United States that serves high-net-worth individuals and families.169

Overview

VIRTUE ASSET MANAGEMENT LLC provides investment management and financial planning for high-net-worth families.9 The firm also serves individuals and small businesses through portfolio management and offers pension consulting.4

History

Robert P. Finley founded VIRTUE ASSET MANAGEMENT LLC in 2016.7

Leadership

Robert P. Finley is a CFA® charterholder, CFP® professional and Portfolio Manager.12 David A. Valenti is a CFP® professional and Portfolio Manager.13 Lorie S. Shah is a financial advisor and CFP® professional.14

Services

The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting.4 Its portfolio managers work with individuals and families on investment management, retirement planning, tax planning and estate planning.10 The firm reports charging fees based on a percentage of assets under management.5

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Retirement planning

Client focus

VIRTUE ASSET MANAGEMENT LLC says it provides services for high-net-worth families.9 Its team reports experience serving business owners, senior executives of Fortune 500 companies and multigenerational wealthy families.18 The firm’s regulatory filing lists 20 non-high-net-worth individual clients and 77 high-net-worth individual clients as of July 7, 2026.3

Investment philosophy and approach

The firm says its approach is fiduciary, client-focused and tailored to each client’s goals, risk tolerance and values.11 Its investment process includes portfolio construction, asset allocation and risk management.15 The firm develops investment policy statements covering financial objectives, risk tolerance and portfolio-management guidelines.16

Assets and minimums

VIRTUE ASSET MANAGEMENT LLC reported $211,417,028 in regulatory assets under management as of July 7, 2026.2

By the numbers

Regulatory AUM by year$0K$58M$116M$174M$233M2022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283438. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2022$112 million$112 million$0
2023$128 million$120 million$7 million
2025$185 million$176 million$9 million
2026$211 million$203 million$9 million
Average AUM per client by year$0K$614K$1M$2M$2M2022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283438. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2022$2 million
2023$2 million
2025$2 million
2026$2 million
Clients by type (2026)High net worth individuals77Individuals20
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283438. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals20
High net worth individuals77
Employees by year012232022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283438. As of .
Employees reported on Form ADV
YearEmployees
20223
20232
20253
20263

Ranks #17 of 17 SEC-registered firms in IL on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283438. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Where is VIRTUE ASSET MANAGEMENT LLC based?

Its principal office is in Barrington, Illinois, and it lists offices in Chicago, Glenview and Oak Park, Illinois.617

Who leads the portfolio-management work?

Robert P. Finley and David A. Valenti are identified as Portfolio Managers.1213

What does the firm’s process address?

The process covers portfolio construction, asset allocation, risk management and investment policy statements.1516

  • LocationMultifamily offices in Illinois

    This directory gives Illinois families and business owners a broader view of firms serving the region. Comparing locations, client focus, and listed services can help readers assess how investment management, financial planning, tax planning, estate planning, and retirement planning might fit their needs.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers plain-language guides on wills, trusts, and related estate decisions. A high-net-worth family reviewing this firm can use those materials to prepare questions about estate planning, beneficiary choices, tax considerations, and how an adviser may coordinate with attorneys and other professionals.

  • Network siteFamilyBusinesses.com

    FamilyBusinesses.com combines a directory with playbooks for family-owned companies. Owners considering an adviser can use it to identify planning topics such as succession, ownership transitions, family governance, and personal wealth decisions that may connect with investment, tax, estate, and retirement planning.

  • GuideData privacy and security with an MFO

    This resource outlines data privacy and security questions families may raise when sharing financial information with a multifamily office. Readers can use the checklist to ask about access controls, information handling, vendors, communications, and account protection while evaluating a firm serving high-net-worth clients.

  • Similar firmsBarrington Wealth Management
    Oak Family Advisors, LLC
    WindRock Wealth Management

    Profiles for Barrington Wealth Management, Oak Family Advisors, LLC, and WindRock Wealth Management provide nearby reference points on this site. Reviewing their stated services, locations, and client focus can help a Barrington reader organize questions when comparing firms for investment management, planning, and family wealth needs.

Sources

  1. SEC Form ADV, CRD 283438 , accessed 07/07/2026.
  2. SEC Form ADV, CRD 283438 , accessed 07/07/2026.
  3. SEC Form ADV, CRD 283438 , accessed 07/07/2026.
  4. SEC Form ADV, CRD 283438 , accessed 07/07/2026.
  5. SEC Form ADV, CRD 283438 , accessed 07/07/2026.
  6. SEC Form ADV, CRD 283438 , accessed 07/07/2026.
  7. Virtue Asset Management , accessed 2026-10-23.
  8. Virtue Asset Management , accessed 2026-10-23.
  9. Virtue Asset Management , accessed 2026-10-23.
  10. Virtue Asset Management , accessed 2026-10-23.
  11. Virtue Asset Management , accessed 2026-10-23.
  12. Virtue Asset Management , accessed 2026-10-23.
  13. Virtue Asset Management , accessed 2026-10-23.
  14. Virtue Asset Management , accessed 2026-10-23.
  15. Virtue Asset Management , accessed 2026-10-23.
  16. Virtue Asset Management , accessed 2026-10-23.
  17. Virtue Asset Management , accessed 2026-10-23.
  18. Virtue Asset Management , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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