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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2020
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DORFMAN, TODD, ANDREW | I | PARTNER | NA | |
| DORFMAN, TODD, ANDREW | I | PARTNER | NA | |
| DORFMAN, TODD, ANDREW | I | PARTNER | NA | |
| DORFMAN, TODD, ANDREW | I | PARTNER | NA | |
| KRAUTHAMER, GARY, LEWIS | I | PARTNER | NA | |
| KRAUTHAMER, GARY, LEWIS | I | PARTNER | NA | |
| KRAUTHAMER, GARY, LEWIS | I | PARTNER | NA | |
| KRAUTHAMER, GARY, LEWIS | I | PARTNER | NA | |
| LUBIANO, ANTHONY, ARAGON | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACDONALD, CHRISTOPHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MACDONALD, CHRISTOPHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MACDONALD, CHRISTOPHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MACDONALD, CHRISTOPHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MACDONALD, CHRISTOPHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MACDONALD, CHRISTOPHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MACDONALD, CHRISTOPHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MACDONALD, CHRISTOPHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MACDONALD, CHRISTOPHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MACDONALD, CHRISTOPHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MACDONALD, CHRISTOPHER | I | PARTNER | NA | |
| MCNAIR, MORRIS | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MCNAIR, MORRIS | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MCNAIR, MORRIS, LUTHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MCNAIR, MORRIS, LUTHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MCNAIR, MORRIS, LUTHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MCNAIR, MORRIS, LUTHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MCNAIR, MORRIS, LUTHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MCNAIR, MORRIS, LUTHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MCNAIR, MORRIS, LUTHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MCNAIR, MORRIS, LUTHER | I | PARTNER / CO-HEAD OF SOURCING | NA | |
| MCNAIR, MORRIS, LUTHER | I | PARTNER | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | HEAD OF RESEARCH | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | HEAD OF RESEARCH | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | HEAD OF RESEARCH | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | HEAD OF RESEARCH | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | HEAD OF RESEARCH | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | HEAD OF RESEARCH | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | HEAD OF RESEARCH | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | HEAD OF RESEARCH | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | HEAD OF RESEARCH | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | HEAD OF RESEARCH | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | HEAD OF RESEARCH | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | HEAD OF RESEARCH | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | HEAD OF RESEARCH | NA | |
| PEREZ, MARK, RANDOLPH ARROYO | I | PARTNER | NA | |
| RACUSIN, ROBERT, OWEN | I | CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS | NA | |
| RACUSIN, ROBERT, OWEN | I | CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS | NA | |
| RACUSIN, ROBERT, OWEN | I | CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS | NA | |
| RACUSIN, ROBERT, OWEN | I | CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS | NA | |
| RACUSIN, ROBERT, OWEN | I | CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS | NA | |
| RACUSIN, ROBERT, OWEN | I | CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS | NA | |
| RACUSIN, ROBERT, OWEN | I | CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS | NA | |
| RACUSIN, ROBERT, OWEN | I | CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS | NA | |
| RACUSIN, ROBERT, OWEN | I | CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS | NA | |
| RACUSIN, ROBERT, OWEN | I | CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS | NA | |
| RACUSIN, ROBERT, OWEN | I | CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS | NA | |
| RACUSIN, ROBERT, OWEN | I | CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS | NA | |
| RACUSIN, ROBERT, OWEN | I | CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS | NA | |
| RACUSIN, ROBERT, OWEN | I | PARTNER | NA | |
| UPHOFF, BARRY, JAY | I | CO-FOUNDER/SENIOR ADVISOR | NA | |
| UPHOFF, BARRY, JAY | I | CO-FOUNDER/SENIOR ADVISOR | NA | |
| UPHOFF, BARRY, JAY | I | CO-FOUNDER/SENIOR ADVISOR | NA | |
| UPHOFF, BARRY, JAY | I | CO-FOUNDER/SENIOR ADVISOR | NA | |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| WATSON, JESSE, COLIN | I | CO-FOUNDER/CHIEF INVESTMENT OFFICER | NA | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | E | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| CAPRICORN INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | D | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | C | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | C | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | C | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | C | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | C | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | C | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | C | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | C | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | C | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | C | Control |
| VIRGO INVESTMENT GROUP LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| JEFFREY S. SKOLL REVOCABLE TRUST | DE | PINE LLC | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| SKOLL, JEFFREY, STUART | I | JEFFREY S. SKOLL REVOCABLE TRUST | E | Control |
| WATSON, JESSE, COLIN | I | MEIGETSU LLC | E | Control |
| WATSON, JESSE, COLIN | I | VIRGO INVESTMENT GROUP LLC | E | Control |
| WATSON, JESSE, COLIN | I | MEIGETSU LLC | E | Control |
| WATSON, JESSE, COLIN | I | MEIGETSU LLC | E | Control |
| WATSON, JESSE, COLIN | I | MEIGETSU LLC | E | Control |
| WATSON, JESSE, COLIN | I | MEIGETSU LLC | E | Control |
| WATSON, JESSE, COLIN | I | MEIGETSU LLC | E | Control |
| WATSON, JESSE, COLIN | I | MEIGETSU LLC | E | Control |
| WATSON, JESSE, COLIN | I | MEIGETSU LLC | E | Control |
| WATSON, JESSE, COLIN | I | MEIGETSU LLC | E | Control |
| WATSON, JESSE, COLIN | I | MEIGETSU LLC | E | Control |
| MEIGETSU LLC | DE | VIRGO INVESTMENT GROUP LLC | D | Control |
| MEIGETSU LLC | DE | VIRGO INVESTMENT GROUP LLC | D | Control |
| MEIGETSU LLC | DE | VIRGO INVESTMENT GROUP LLC | D | Control |
| MEIGETSU LLC | DE | VIRGO INVESTMENT GROUP LLC | D | Control |
| MEIGETSU LLC | DE | VIRGO INVESTMENT GROUP LLC | D | Control |
| MEIGETSU LLC | DE | VIRGO INVESTMENT GROUP LLC | D | Control |
| MEIGETSU LLC | DE | VIRGO INVESTMENT GROUP LLC | D | Control |
| MEIGETSU LLC | DE | VIRGO INVESTMENT GROUP LLC | D | Control |
| MEIGETSU LLC | DE | VIRGO INVESTMENT GROUP LLC | D | Control |
| MEIGETSU LLC | DE | VIRGO INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| PINE LLC | DE | CAPRICORN INVESTMENT GROUP LLC | D | Control |
| WATSON, JESSE, COLIN | I | VIRGO INVESTMENT GROUP LLC | D | Control |
| WATSON, JESSE, COLIN | I | VIRGO INVESTMENT GROUP LLC | D | Control |
| WATSON, JESSE, COLIN | I | VIRGO INVESTMENT GROUP LLC | D | Control |
Registrations
Federal
IA
Mar 27, 2020 REGISTERED
Notice Filings (1)
CA
Address
1201 HOWARD AVENUE3RD FLOOR
BURLINGAME, CA 94010
United States
Phone: 650-486-1953