Virgo Investment Group provides portfolio management for pooled vehicles. The firm advises 12 private funds.
Virgo Investment Group reports 14 clients. They include 12 pooled investment vehicles and 2 other clients. Of its assets, 71.2% ($610M across 6 accounts) are managed with discretion; $247M across 8 accounts are not. Of its clients, 68% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 86% | 96% |
| Other | 14% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 12 | $820M | 95.6% | $68.3M |
| Other | 2 | $37.5M | 4.4% | $18.7M |
| Total | 14 | $857M | 100% | $61.2M |
- Clients
- 12
- Regulatory AUM
- $820M
- AUM share
- 95.6%
- Avg. per client
- $68.3M
- Clients
- 2
- Regulatory AUM
- $37.5M
- AUM share
- 4.4%
- Avg. per client
- $18.7M
Total
- Clients
- 14
- Regulatory AUM
- $857M
- AUM share
- 100%
- Avg. per client
- $61.2M
- Clients outside the U.S.
- 68%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 12
Virgo Investment Group is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Meigetsu LLC owns 75% or more of Virgo Investment Group and is in turn owned by Jesse Watson (75% or more). The leadership team of Virgo Investment Group includes Chief Investment Officer Jesse Watson and Chief Compliance Officer Anthony Lubiano. It has 9 employees, 5 of them in advisory roles.
Leadership
- Anthony LubianoChief Compliance Officer
- Jesse WatsonChief Investment Officer
Staff
- 9 employees
- 5 in advisory functions
- Owns 75% or more of Virgo Investment Group LLC
Meigetsu LLC
Control person · since September 2009
- Owns 75% or more of Meigetsu LLC
Jesse Watson
Control person · since September 2009
Virgo Investment Group’s regulatory assets fell from $1.22B (May 2021) to $857M (March 2026); clients fell from 18 to 14 and employees from 17 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $857M | 14 | 9 | 1 |
| March 2025 | $1.08B | 17 | 11 | 1 |
| March 2024 | $1.3B | 18 | 14 | 1 |
| April 2023 | $1.62B | 18 | 16 | 1 |
| March 2022 | $1.65B | 15 | 16 | 1 |
| May 2021 | $1.22B | 18 | 17 | 1 |
Besides its headquarters, Virgo Investment Group has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1201 Howard Avenue, 3rd Floor, BurlingameHQ
Contact and registration details
- Legal name
- Virgo Investment Group LLC
- Headquarters
- 1201 Howard Avenue, 3rd Floor, Burlingame, CA 94010
- Website
- virgo-llc.com
- Phone
- 650-486-1953
- @virgo-investment-group
- SEC file
- 801-74276
- Structure
- Delaware LLC
- Fiscal year end
- December
Virgo Investment Group has custody of $837M in client assets for 14 clients.
At year end, Virgo Investment Group’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Virgo Investment Group have?
Virgo Investment Group has 14 clients and manages $857 million for them, as of March 2026. They include 12 pooled investment vehicles and 2 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Virgo Investment Group offer?
Virgo Investment Group provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Virgo Investment Group have?
Virgo Investment Group has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Virgo Investment Group invest in?
At the end of its last fiscal year, Virgo Investment Group’s separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 12 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Virgo Investment Group?
Virgo Investment Group is owned through a holding company by Jesse Watson. Its direct owner is Meigetsu LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Virgo Investment Group get paid?
Virgo Investment Group is paid through a percentage of assets under management, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Virgo Investment Group?
Virgo Investment Group’s main office is at 1201 Howard Avenue, 3rd Floor, Burlingame, CA 94010. Its phone number is 650-486-1953. Its website is virgo-llc.com.