VIRGO INVESTMENT SOCIETAS LLC
CRD #157300 SEC #801-74278 BURLINGAME, CA 650-486-1953
SEC Registered
Total AUM
$5.5M
Discretionary
$4.9M
Employees
17
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $5.5M | $4.9M | $627.4K | 17 | 0 |
| Mar 2019 | $5.8M | $5.1M | $693.3K | 18 | 0 |
| Mar 2018 | $10.4M | $5.9M | $4.5M | 20 | 0 |
| Mar 2017 | $20.1M | $9.1M | $11M | 16 | 1 |
| Nov 2016 | $35.6M | $9.4M | $26.1M | 16 | 1 |
| Mar 2016 | $35.6M | $9.4M | $26.1M | 16 | 1 |
| Dec 2015 | $31.2M | $8.7M | $22.5M | 11 | 1 |
| Apr 2015 | $31.2M | $8.7M | $22.5M | 11 | 1 |
| Mar 2015 | $31.2M | $8.7M | $22.5M | 11 | 1 |
| Mar 2014 | $55.7M | $11.5M | $44.2M | 9 | 11 |
| Mar 2013 | $74.4M | $15.7M | $58.8M | 9 | 11 |
| Jul 2012 | $79.7M | $15M | $64.7M | -- | 11 |
| Feb 2012 | $79.7M | $15M | $64.7M | -- | 11 |
| Feb 2012 | $79.7M | $15M | $64.7M | -- | 11 |
DateMar 2020
Total AUM$5.5M
Discretionary$4.9M
Non-Disc.$627.4K
Employees17
Clients0
DateMar 2019
Total AUM$5.8M
Discretionary$5.1M
Non-Disc.$693.3K
Employees18
Clients0
DateMar 2018
Total AUM$10.4M
Discretionary$5.9M
Non-Disc.$4.5M
Employees20
Clients0
DateMar 2017
Total AUM$20.1M
Discretionary$9.1M
Non-Disc.$11M
Employees16
Clients1
DateNov 2016
Total AUM$35.6M
Discretionary$9.4M
Non-Disc.$26.1M
Employees16
Clients1
DateMar 2016
Total AUM$35.6M
Discretionary$9.4M
Non-Disc.$26.1M
Employees16
Clients1
DateDec 2015
Total AUM$31.2M
Discretionary$8.7M
Non-Disc.$22.5M
Employees11
Clients1
DateApr 2015
Total AUM$31.2M
Discretionary$8.7M
Non-Disc.$22.5M
Employees11
Clients1
DateMar 2015
Total AUM$31.2M
Discretionary$8.7M
Non-Disc.$22.5M
Employees11
Clients1
DateMar 2014
Total AUM$55.7M
Discretionary$11.5M
Non-Disc.$44.2M
Employees9
Clients11
DateMar 2013
Total AUM$74.4M
Discretionary$15.7M
Non-Disc.$58.8M
Employees9
Clients11
DateJul 2012
Total AUM$79.7M
Discretionary$15M
Non-Disc.$64.7M
Employees--
Clients11
DateFeb 2012
Total AUM$79.7M
Discretionary$15M
Non-Disc.$64.7M
Employees--
Clients11
DateFeb 2012
Total AUM$79.7M
Discretionary$15M
Non-Disc.$64.7M
Employees--
Clients11