VIRGO INVESTMENT GROUP LLC
Firm details
- Headquarters
- BURLINGAME, California
- CRD number
- 157297
- Registered since
- March 30, 2012
- Website
- www.virgo-llc.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles95.63%
- Other4.37%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Virgo Investment Group LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2012. The firm functions primarily as a private equity fund manager and provides portfolio management for pooled investment vehicles, acting in sponsor and general partner roles for those vehicles. Its clients are institutional in nature, and its ownership structure includes both a domestic entity and an individual. Fee arrangements include standard percentages of assets under management plus performance-based compensation and other fee components. Virgo does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or a related adviser to other registered firms.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
1 of 1ANTHONY LUBIANO
CCO & COOCRD 6895170
Contacts
1 of 1JESSE WATSON
FounderCRD 4228836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURLINGAME, CA
SAN MATEO
Location
BURLINGAME, CA
Headquartered in BURLINGAME, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 1201 Howard Ave
- Time zone
- PT (UTC-8)
- Office locations
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