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| Happy Holidays!! thanks for using AUM13F!! |
| Virgo Investment Group LLC
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| CRD # | 157297 |
| SEC # | 801-74276 |
| CIK # | 0001483509, 0001941087 |
| AUM | $1.1 B (2025-03-31) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 650-486-1953 |
| Address | 1201 Howard Avenue Burlingame, CA 94010 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 1,031.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 46.8 |
| Total | 17 | 1,078.1 |
| By Discretionary | ||
| Discretionary | 8 | 761.1 |
| Non-Discretionary | 9 | 317.0 |
| Total | 17 | 1,078.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 660.3 | |
| United States Persons | 417.8 | |
| Total | 17 | 1,078.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Virgo Investment Group LLC | 12 | ||
| Jesse Watson | 12 | ||
| Virgo SF Partners I LLC | 2 | ||
| Virgo Societas Partners LLC | 2 | ||
| Virgo Societas Partners IV LLC | 2 | ||
| Virgo Agency Service LLC | 2 | ||
| Zephyrus Partners I LLC | 1 | ||
| Zephryus Partners I LLC | 1 | ||
| Virgo Service Company LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001483509] | |
| SC 13G | [0001483509] | |
| D | [0001941087] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Virgo Investment Group LLC | Volta Inc | [2021-12-08] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Volta Inc. | |
| Virgo Investment Group, LLC | |
| Watson Jesse C | |
| Virgo Hermes, LLC | |
| Virgo Agency Services LLC |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Virgo Investment Group LLC
✚
|
CA | 1.1 |
|
Virgo Investment Societas LLC
✚
|
CA | 0.0 |
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