Virgo Investment Societas LLC is a related adviser based in Burlingame. It manages $5.8 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Virgo Investment Societas provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Virgo Investment Societas LLC is $5.8 million. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Virgo Investment Societas LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Virgo Investment Societas is pooled investment vehicles with 4 clients and $5.8 million of assets under management. Among the 3 most similar advisory firms, Virgo Investment Societas has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $5.8 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Virgo Investment Societas doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 39 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jesse Colin Watson has served as the Chief Investment Officer since 1 Sep 2009. Gary Lewis Krauthamer joined the executive team most recently as the Partner.
The principal office where Virgo Investment Societas LLC performs its advisory services is located at 1201 Howard Avenue, Burlingame, CA 94010, which is also the mailing address of the firm. An additional office of the firm is in Summit, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-486-1953 or by fax 650-461-9117. The normal business hours are 9am - 6pm on Monday - Friday.