# Virgo Investment Group LLC

> Virgo Investment Group LLC is an SEC-registered investment advisory firm in Burlingame, CA, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 157297
- Filed as: VIRGO INVESTMENT GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Burlingame, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157297
- AdvisorCensus page: https://advisorcensus.com/firm/virgo-investment-group-llc-burlingame-ca-157297

## Quick answers

**How is Virgo Investment Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Virgo Investment Group LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Virgo Investment Group LLC located?**
Virgo Investment Group LLC's principal office is in Burlingame, CA, according to its Form ADV.

**Is Virgo Investment Group LLC registered with the SEC or a state?**
Virgo Investment Group LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157297.

**How much does Virgo Investment Group LLC manage?**
Virgo Investment Group LLC reports $857,406,499 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (71% discretionary).

**How have Virgo Investment Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Virgo Investment Group LLC: Regulatory assets under management: $1,217,742,667 in the October 2021 data and $857,406,499 in the October 2026 data, down 30%. Total employees: 17 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Virgo Investment Group LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12); other (2).

**Does Virgo Investment Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157297

**What changed in Virgo Investment Group LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,078,082,781 to $857,406,499 (-20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $857,406,499
- Discretionary: $610,220,887
- Non-discretionary: $247,185,612

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $819,934,411 |
| Other | 2 | $37,472,088 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- virgo-llc.com
- LinkedIn @virgo-investment-group
- LinkedIn @zephyrus-aviation-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,217,742,667 | 17 | May 3, 2021 |
| October 2022 | $1,653,027,462 | 16 | March 31, 2022 |
| October 2023 | $1,619,825,929 | 16 | April 7, 2023 |
| October 2024 | $1,295,487,801 | 14 | March 28, 2024 |
| October 2025 | $1,078,082,781 | 11 | March 31, 2025 |
| October 2026 | $857,406,499 | 9 | March 31, 2026 |

Regulatory assets under management: $1,217,742,667 in the October 2021 data and $857,406,499 in the October 2026 data, down 30%.
Total employees: 17 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,078,082,781 to $857,406,499 (-20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Virgo Investment Group LLC (CRD 157297): Form ADV filing data as of October 2026.