VIRGO INVESTMENT GROUP LLC

RIASEC RegisteredEst. 2012
Total AUM
$857M
Discretionary
$610M
71% of AUM
Avg account
$61.2M
Accounts
14
Employees
9
Advisory reps
2

Firm details

Headquarters
BURLINGAME, California
CRD number
157297
Registered since
March 30, 2012
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

1 of 1
  • ANTHONY LUBIANO

    CCO & COOCRD 6895170

Contacts

1 of 1
  • JESSE WATSON

    FounderCRD 4228836

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth