Virgo Investment Group Llc
- Regulatory AUM
- $857M
- Discretionary
- $610M
- Clients
- 14
- Avg AUM / client
- $61.2M
- Accounts
- 14
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $820M | 95.6% |
| Other | 2 | $37.5M | 4.37% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Virgo Specialty Finance I (Offshore), L.P. | Private Equity Fund | Cayman Islands | $424M | 58 |
| Virgo Crimson Hawks, Llc | Private Equity Fund | Delaware | $244M | 18 |
| Virgo Societas Partnership Iv (Offshore), Lp | Private Equity Fund | Cayman Islands | $220M | 19 |
| Zephryus Aviation Partners I (Offshore), L.P. | Private Equity Fund | Cayman Islands | $140M | 6 |
| Virgo Societas Partnership Iv (Onshore), L.P. | Private Equity Fund | Delaware | $94.3M | 13 |
| Zephyrus Aviation Partners Ii (Offshore), L.P. | Private Equity Fund | Cayman Islands | $34.5M | 8 |
| Zal Ltd | Private Equity Fund | Cayman Islands | $27.8M | 1 |
| Zephyrus Aviation 5 (Cayman), Ltd Co Investors | Private Equity Fund | Cayman Islands | $18.6M | 1 |
| Mz Aviation Holdings | Private Equity Fund | Cayman Islands | $16.5M | 2 |
| Virgo Societas Partnership Iii (Offshore) L.P. | Private Equity Fund | Cayman Islands | $11.7M | 36 |
| Virgo Societas Partnership Iii (Onshore), L.P. | Private Equity Fund | Delaware | $11.4M | 45 |
| Virgo Trillion Funding, Llc | Private Equity Fund | Delaware | $75.8K | 7 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Watson, Jesse, Colin | Chief Investment Officer | May 2009 (17y) | ≈ 56.25% – 100% via Meigetsu Llc | |
| Racusin, Robert, Owen | Partner | Sep 2009 (17y) | Less than 5% | |
| Mcnair, Morris, Luther | Partner | Feb 2010 (17y) | Less than 5% | |
| Macdonald, Christopher | Partner | Apr 2011 (15y) | Less than 5% | |
| Dorfman, Todd, Andrew | Partner | Apr 2013 (13y) | Less than 5% | |
| Krauthamer, Gary, Lewis | Partner | Apr 2013 (13y) | Less than 5% | |
| Lubiano, Anthony, Aragon | Chief Compliance Officer | Mar 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Meigetsu Llc | Member | Sep 2009 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Watson, Jesse, Colin: 75% – 100% of Meigetsu Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $1.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Virgo Specialty Finance I (Offshore), L.P. | Private Equity Fund | $424M | $2.0M | 58 |
| Virgo Crimson Hawks, Llc | Private Equity Fund | $244M | $0 | 18 |
| Virgo Societas Partnership Iv (Offshore), Lp | Private Equity Fund | $220M | $5.0M | 19 |
| Zephryus Aviation Partners I (Offshore), L.P. | Private Equity Fund | $140M | $5.0M | 6 |
| Virgo Societas Partnership Iv (Onshore), L.P. | Private Equity Fund | $94.3M | $5.0M | 13 |
| Zephyrus Aviation Partners Ii (Offshore), L.P. | Private Equity Fund | $34.5M | $5.0M | 8 |
| Zal Ltd | Private Equity Fund | $27.8M | $0 | 1 |
| Zephyrus Aviation 5 (Cayman), Ltd Co Investors | Private Equity Fund | $18.6M | $500K | 1 |
| Mz Aviation Holdings | Private Equity Fund | $16.5M | $0 | 2 |
| Virgo Societas Partnership Iii (Offshore) L.P. | Private Equity Fund | $11.7M | $2.0M | 36 |
| Virgo Societas Partnership Iii (Onshore), L.P. | Private Equity Fund | $11.4M | $2.0M | 45 |
| Virgo Trillion Funding, Llc | Private Equity Fund | $75.8K | $500K | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.91 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • INVESTMENT-RELATED FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗