Asset ManagerRIA · CRD 157297SEC-RegisteredPrivate Fund Adviser

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Virgo Investment Group

Virgo Investment Group is an SEC-registered investment adviser in Burlingame, CA, registered since 2012. The firm manages $857 million in assets, with $610...

Virgo Investment Group logo

Virgo Investment Group

Virgo Investment Group is an SEC-registered investment adviser in Burlingame, CA, registered since 2012. The firm manages $857 million in assets, with $610 million on a discretionary basis. It has 9 employees and 5 investment advisers.

General information

Firm type

Generalist

Year founded

2009

Location

Region

North America

Country

United States

City

Burlingame

Corporate office

Burlingame, CA, United States

Principals

Jesse Watson

Managing Partner and Chief Investment Officer

Sector focus

Real EstatePrivate CreditHealthcare ServicesMedia & EntertainmentAgriTech & FoodTechIndustrial TechFinTechMobility & TransportationWellness

Frequently asked questions

How does Virgo Investment Group source deals, and what is its relationship with Krauthamer & Associates?

Virgo's partnership with Krauthamer & Associates is structurally embedded — Krauthamer principals Todd Dorfman and Gary Krauthamer are listed as Partners at Virgo, and the recruiting firm acts as a strategic opportunity sourcing partner. This arrangement gives Virgo a pipeline into management teams and corporate joint venture partners that its mid-market peers typically access only through investment banks or brokers.

What investment strategies and asset classes does Virgo pursue?

Virgo operates across three broad strategies: growth equity in founder-run and family-owned businesses, credit and asset-based platforms such as aircraft leasing (via the Zephyrus platform) and specialty finance, and an in-house real estate finance vehicle called Kavanah that originates small-balance, structured loans. The firm targets market segments it describes as 'Market Seams' where dislocation or complexity limits competition.

Is Virgo structured as a family office or an asset manager?

Virgo is a private investment firm and asset manager, not a family office. It raises external capital from institutional investors and has raised over $2 billion across multiple funds since its 2009 founding.

Which sectors does Virgo explicitly target, and which does it avoid?

The firm concentrates on healthcare, media, niche industrials, real estate, specialty finance, and wellness — industries where its in-house operating partners and executive network provide a direct implementation advantage. Virgo does not actively invest in traditional enterprise SaaS, consumer internet, or large-cap buyouts, though it has not published formal exclusion lists.

Who makes the final investment decision at Virgo?

Jesse Watson, Virgo's founder, Managing Partner and Chief Investment Officer, oversees the investment committee and is responsible for the firm's overall investment strategies. The organizational structure makes him the central decision-maker, supported by sector-focused Managing Directors.

Does Virgo participate in fund commitments or only direct deals?

Virgo focuses almost entirely on direct, asset-based and structured equity investments — building platforms, executing corporate partnerships, and providing growth capital. It does not publicly market a fund-of-funds strategy and has not disclosed significant commitments to outside private equity managers as a limited partner.

What is the geographical footprint of Virgo's portfolio?

Portfolio company operations concentrate in the United States, with select international exposure. Bitcentral maintains an office in Mexico City, and Virgo’s aircraft leasing platform Zephyrus operates as a global fleet management solutions provider. The firm is headquartered in Burlingame, California.

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