VIRGO INVESTMENT GROUP LLC
CRD #157297 SEC #801-74276 BURLINGAME, CA 650-486-1953
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$761.1M
Employees
11
Clients
--
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $761.1M | $317M | 11 | 0 |
| Mar 2024 | $1.3B | $988M | $307.5M | 14 | 0 |
| Apr 2023 | $1.6B | $1.2B | $412.3M | 16 | 0 |
| Mar 2023 | $1.6B | $1.2B | $412.3M | 16 | 0 |
| Mar 2022 | $1.7B | $1.3B | $390.2M | 16 | 0 |
| May 2021 | $1.2B | $811.3M | $406.5M | 17 | 0 |
| Mar 2021 | $1.2B | $811.3M | $406.5M | 17 | 0 |
| Apr 2020 | $1.1B | $880.3M | $176.2M | 17 | 0 |
| Mar 2020 | $1.1B | $880.3M | $176.2M | 17 | 0 |
| Apr 2019 | $1B | $855.4M | $175.1M | 18 | 0 |
| Mar 2019 | $1B | $855.4M | $175.1M | 18 | 0 |
| Mar 2018 | $770.1M | $726.1M | $44.1M | 20 | 0 |
| Mar 2017 | $649.9M | $564.1M | $85.8M | 16 | 11 |
| Nov 2016 | $505.6M | $398.5M | $107M | 16 | 1 |
| Mar 2016 | $505.6M | $398.5M | $107M | 16 | 1 |
| Dec 2015 | $488.9M | $387.3M | $101.6M | 11 | 1 |
| Apr 2015 | $488.9M | $387.3M | $101.6M | 11 | 1 |
| Mar 2015 | $466.4M | $364.8M | $101.6M | 11 | 1 |
| Mar 2014 | $252.5M | $134.9M | $117.6M | 9 | 1 |
| Oct 2013 | $373.9M | $118.7M | $255.1M | 9 | 11 |
| Apr 2013 | $227.5M | $0 | $227.5M | 9 | 1 |
| Jul 2012 | $270.3M | $0 | $270.3M | -- | 1 |
| Mar 2012 | $270.3M | $0 | $270.3M | -- | 1 |
| Feb 2012 | $270.3M | $0 | $270.3M | -- | 1 |
DateMar 2025
Total AUM$1.1B
Discretionary$761.1M
Non-Disc.$317M
Employees11
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$988M
Non-Disc.$307.5M
Employees14
Clients0
DateApr 2023
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$412.3M
Employees16
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$412.3M
Employees16
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$390.2M
Employees16
Clients0
DateMay 2021
Total AUM$1.2B
Discretionary$811.3M
Non-Disc.$406.5M
Employees17
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$811.3M
Non-Disc.$406.5M
Employees17
Clients0
DateApr 2020
Total AUM$1.1B
Discretionary$880.3M
Non-Disc.$176.2M
Employees17
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$880.3M
Non-Disc.$176.2M
Employees17
Clients0
DateApr 2019
Total AUM$1B
Discretionary$855.4M
Non-Disc.$175.1M
Employees18
Clients0
DateMar 2019
Total AUM$1B
Discretionary$855.4M
Non-Disc.$175.1M
Employees18
Clients0
DateMar 2018
Total AUM$770.1M
Discretionary$726.1M
Non-Disc.$44.1M
Employees20
Clients0
DateMar 2017
Total AUM$649.9M
Discretionary$564.1M
Non-Disc.$85.8M
Employees16
Clients11
DateNov 2016
Total AUM$505.6M
Discretionary$398.5M
Non-Disc.$107M
Employees16
Clients1
DateMar 2016
Total AUM$505.6M
Discretionary$398.5M
Non-Disc.$107M
Employees16
Clients1
DateDec 2015
Total AUM$488.9M
Discretionary$387.3M
Non-Disc.$101.6M
Employees11
Clients1
DateApr 2015
Total AUM$488.9M
Discretionary$387.3M
Non-Disc.$101.6M
Employees11
Clients1
DateMar 2015
Total AUM$466.4M
Discretionary$364.8M
Non-Disc.$101.6M
Employees11
Clients1
DateMar 2014
Total AUM$252.5M
Discretionary$134.9M
Non-Disc.$117.6M
Employees9
Clients1
DateOct 2013
Total AUM$373.9M
Discretionary$118.7M
Non-Disc.$255.1M
Employees9
Clients11
DateApr 2013
Total AUM$227.5M
Discretionary$0
Non-Disc.$227.5M
Employees9
Clients1
DateJul 2012
Total AUM$270.3M
Discretionary$0
Non-Disc.$270.3M
Employees--
Clients1
DateMar 2012
Total AUM$270.3M
Discretionary$0
Non-Disc.$270.3M
Employees--
Clients1
DateFeb 2012
Total AUM$270.3M
Discretionary$0
Non-Disc.$270.3M
Employees--
Clients1