Virgo Investment Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Burlingame, CA. Its latest Form ADV filing, dated March 31, 2026, reports $857M in regulatory assets under management, 9 employees, and 14 accounts.
Assets Under Management
$857M
Employees
9
Offices
--
Total Clients
14
Primary office
BURLINGAME, CA
1201 HOWARD AVENUE, 3RD FLOOR, BURLINGAME, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 85.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
85.7%
12
2
SEPARATELY MANAGED ACCOUNT
14.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$857Mas of March 31, 2026
Discretionary71.2%
$610M
71% of total RAUM71.2%
Non-discretionary28.8%
$247M
29% of total RAUM28.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$857M
Total Accounts14
10Y AUM Change+$207M (+31.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee2:1
10Y Employee Change-7 (-43.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.