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Building 2VIRGO INVESTMENT GROUP LLC

Map pinBURLINGAME, CA
Phone650-486-1953
NotebookSEC #801-74276
Total AUM
$857.4M
Employees
9
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 HOWARD AVENUE
3RD FLOOR
BURLINGAME
CA 94010
United States
Operating Hours
9AM - 6PM
Monday - Friday
Phone
650-486-1953

ReceiptFinancials

Total AUM
$857.4M
Accounts
14
Discretionary
$610.2M
Accounts
6
Non-Discretionary
$247.2M
Accounts
8

ContactClients

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Pooled Vehicle Clients
12
AUM
$819.9M
Other Clients
2
AUM
$37.5M
Description of Other Clients
SEPARATELY MANAGED ACCOUNT

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
INVESTMENT-RELATED FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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