Virgo Investment Group LLC

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Virgo Investment Group LLC ✚
CRD #	157297
SEC #	801-74276
CIK #	0001483509, 0001941087
AUM	857.4 M (2026-03-31)
Employees	9 (56% Investors, 0% Brokers)
Phone	650-486-1953
Address	1201 Howard Avenue Burlingame, CA 94010
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Virgo Transverse Core LLC	[2025-03-31]	37.0 M	0.0 M
	Filed 2020-02-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Virgo - Transverse II LLC	[2025-03-31]	11.4 M	0.1 M
	Filed 2022-01-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Virgo - Transverse LLC	[2025-03-31]	10.0 M	0.1 M
	Filed 2022-01-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	MZ Aviation Holdings	2024-03-28		0.2 M
PE	ZAL 2 Limited - Profit Share/ Co-Investors Only	2023-03-30
PE	Zephyrus Aviation Partners II Offshore LP	2023-03-30		1.3 M
PE	Virgo Specialty Finance I Offshore LP	[2022-03-31]	104.0 M	296.2 M
	Offered $300,000,000 · Filed 2022-01-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $195,957,596 · Duration More than one year · Commission $1,566,350 · Net Assets Decline to Disclose
PE	Zephyrus Aviation 5 Cayman Ltd	2022-03-31		0.9 M
PE	Virgo Trillion Funding LLC	[2020-04-28]	67.5 M	0.0 M
	Filed 2020-05-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Virgo-Crimson Hawks LLC	2019-04-24		201.2 M
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	12	819.9
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	2	37.5
Total	14	857.4
By Discretionary
Discretionary	6	610.2
Non-Discretionary	8	247.2
Total	14	857.4
By Non-United States Persons
Non-United States Persons		530.6
United States Persons		326.8
Total	14	857.4

Form D Directors	Role	# Filings	# Firms
Virgo Investment Group LLC	Executive Officer	12	3
Jesse Watson	Executive Officer	12	2
Virgo SF Partners I LLC	Executive Officer	2	2
Virgo Societas Partners LLC	Executive Officer	2	1
Virgo Societas Partners IV LLC	Executive Officer	2	1
Virgo Agency Service LLC	Executive Officer	2	1
Zephyrus Partners I LLC	Executive Officer	1	1
Zephryus Partners I LLC	Executive Officer	1	1
Virgo Service Company LLC	Executive Officer	1	1

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Virgo Investment Group LLC	Volta Inc	[2021-12-08]

Related Firms	State	AUM
Virgo Investment Group LLC ✚	CA	857.4 M
Virgo Investment Societas LLC ✚	CA

Comparable Firms	State	AUM
Backcast Partners Management LLC ✚	NY	864.4 M
Cartesian Capital Group LLC ✚	NY	863.2 M
Halle Capital Management LP ✚	NY	861.5 M
Invesco Private Capital Inc ✚	NY	860.4 M
1Confirmation Global LLC ✚	NV	860.0 M
JH Whitney Capital Partners LLC ✚	CT	859.3 M
Alliance Consumer Growth LLC ✚	NY	857.9 M
Grey Rock Management Partners IV LLC ✚	TX	856.7 M
Neman Ventures LLC ✚		853.7 M
Olympus Capital Holdings Asia LLC ✚	NY	852.1 M

Assets, Funds, Holdings