# VIRGO INVESTMENT GROUP LLC

VIRGO INVESTMENT GROUP LLC of BURLINGAME, CA is an SEC-registered investment adviser.

## Registration

- CRD: 157297
- Type: SEC-registered investment adviser
- SEC file number: 801-74276
- Location: 1201 HOWARD AVENUE, 3RD FLOOR, BURLINGAME, CA, 94010
- Phone: 650-486-1953
- Latest filing: 2026-03-31
- Regulatory AUM: $857.4M
- Discretionary AUM: $610.2M
- Non-discretionary AUM: $247.2M
- Clients: 9
- Accounts: 14

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| [Jesse Colin Watson](https://search.stillhousedata.com/person/709651) | CHIEF INVESTMENT OFFICER; SOLE MEMBER | — |
| [Anthony Aragon Lubiano](https://search.stillhousedata.com/person/709652) | CHIEF COMPLIANCE OFFICER | — |
| [UPHOFF BARRY JAY](https://search.stillhousedata.com/person/790966) | CO-FOUNDER / SENIOR ADVISOR; CO-FOUNDER/SENIOR ADVISOR | — |
| [SKOLL JEFFREY STUART](https://search.stillhousedata.com/person/790969) | SETTLOR AND TRUSTEE | — |
| [WATSON JESSE COLIN](https://search.stillhousedata.com/person/819637) | CHIEF INVESTMENT OFFICER; SOLE MEMBER | — |
| [RACUSIN ROBERT OWEN](https://search.stillhousedata.com/person/819638) | CHIEF COMPLIANCE OFFICER / HEAD OF OPERATIONS; CHIEF COMPLIANCE OFFICER/HEAD OF OPERATIONS; PARTNER | — |
| [PEREZ MARK RANDOLPH ARROYO](https://search.stillhousedata.com/person/819639) | HEAD OF RESEARCH; PARTNER | — |
| [MCNAIR MORRIS LUTHER](https://search.stillhousedata.com/person/819640) | PARTNER; PARTNER / CO-HEAD OF SOURCING | — |
| [MACDONALD CHRISTOPHER](https://search.stillhousedata.com/person/819641) | PARTNER; PARTNER / CO-HEAD OF SOURCING | — |
| [MCNAIR MORRIS](https://search.stillhousedata.com/person/823439) | PARTNER / CO-HEAD OF SOURCING | — |
| [KRAUTHAMER GARY LEWIS](https://search.stillhousedata.com/person/843735) | PARTNER | — |
| [DORFMAN TODD ANDREW](https://search.stillhousedata.com/person/843736) | PARTNER | — |
| [LUBIANO ANTHONY ARAGON](https://search.stillhousedata.com/person/848174) | CHIEF COMPLIANCE OFFICER | — |


## Private funds (12)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| VIRGO SPECIALTY FINANCE I (OFFSHORE), L.P. | Private Equity Fund | Cayman Islands | 54 | $296.2M | $2.0M |
| VIRGO-CRIMSON HAWKS, LLC | Private Equity Fund | Delaware | 18 | $201.2M | — |
| VIRGO SOCIETAS PARTNERSHIP IV (OFFSHORE), L.P. | Private Equity Fund | Cayman Islands | 19 | $161.0M | $5.0M |
| ZEPHRYUS AVIATION PARTNERS I (OFFSHORE), L.P. | Private Equity Fund | Cayman Islands | 6 | $81.3M | $5.0M |
| VIRGO SOCIETAS PARTNERSHIP IV (ONSHORE), L.P. | Private Equity Fund | Delaware | 13 | $69.9M | $5.0M |
| ZAL LTD | Private Equity Fund | Cayman Islands | 1 | $8.5M | — |
| ZEPHYRUS AVIATION PARTNERS II (OFFSHORE), L.P. | Private Equity Fund | Cayman Islands | 8 | $1.3M | $5.0M |
| MZ AVIATION HOLDINGS | Private Equity Fund | Cayman Islands | 3 | $219K | — |
| VIRGO - TRANSVERSE, LLC | Private Equity Fund | Delaware | 3 | $132K | — |
| VIRGO - TRANSVERSE II, LLC | Private Equity Fund | Delaware | 2 | $130K | — |
| VIRGO TRANSVERSE CORE LLC | Private Equity Fund | Delaware | 7 | $15K | — |
| VIRGO TRILLION FUNDING, LLC | Private Equity Fund | Delaware | 7 | $13K | $500K |


## Fund service providers (2)

- administrator: SS&C TECHNOLOGIES, INC — 5 funds
- administrator: SS&C TECHNOLOGIES, INC. — 3 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157297/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157297/similar
- Related entities: https://search.stillhousedata.com/firm/157297/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157297

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.