{"url":"https://nivawealth.com/firms/virgo-investment-group-157297","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157297","regulatoryAum":857406499,"crd":"157297","history":[{"filedOn":"2021-05-03","regulatoryAum":1217742667,"clients":18,"employees":17,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":1653027462,"clients":15,"employees":16,"offices":1},{"filedOn":"2023-04-07","regulatoryAum":1619825929,"clients":18,"employees":16,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":1295487801,"clients":18,"employees":14,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":1078082781,"clients":17,"employees":11,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":857406499,"clients":14,"employees":9,"offices":1}],"secFileNumber":"801-74276","legalName":"Virgo Investment Group LLC","displayName":"Virgo Investment Group","slug":"virgo-investment-group-157297","website":"https://virgo-llc.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/157297/8d80f9488ea19f6d-r1.webp","tone":"light","width":319,"height":200,"sourceUrl":"https://www.virgo-llc.com/","sourceLabel":"Virgo Investment Group LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/virgo-investment-group/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1201 Howard Avenue, 3rd Floor","city":"Burlingame","state":"CA","stateName":"California","country":"United States","postalCode":"94010"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":9,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":857406499,"discretionary":610220887,"discretionaryAccounts":6,"nonDiscretionary":247185612,"nonDiscretionaryAccounts":8,"wrapProgram":null,"nonUsClientsPct":68,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":12,"regulatoryAum":819934411},{"label":"Other","clients":2,"regulatoryAum":37472088}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Virgo Investment Group has custody of $837M in client assets for 14 clients.","otherCustodians":[],"leadership":[{"name":"Anthony Lubiano","title":"Chief Compliance Officer","crd":"6895170"},{"name":"Jesse Watson","title":"Chief Investment Officer","crd":"4228836"}],"ownership":[{"label":"Meigetsu LLC","detail":"Member in the 75% or more ownership band and a control person, since September 2009."},{"label":"Jesse Watson","detail":"Indirect owner: a sole member of Meigetsu LLC in the 75% or more band and a control person, since September 2009.","parent":"Meigetsu LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1201 Howard Avenue, 3rd Floor","city":"Burlingame","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"650-486-1953","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":100}],"privateFunds":12},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157297/PDF/157297.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Virgo Investment Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Virgo Investment Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Virgo Investment Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Virgo Investment Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Virgo Investment Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Virgo Investment Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Virgo Investment Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}