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Building 2VIRGO INVESTMENT SOCIETAS LLC

Map pinBURLINGAME, CA
Phone650-486-1953
NotebookSEC #801-74278
Total AUM
$5.5M
Employees
17
Clients
1

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
Other Offices
1

ReceiptFinancials

Total AUM
$5.5M
Accounts
4
Discretionary
$4.9M
Accounts
2
Non-Discretionary
$627.4K
Accounts
2

ContactClients

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Other Clients
1
AUM
$5.5M
Description of Other Clients
SEPERATELY MANAGED ACCOUNTS

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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