# Virgo Investment Group

Virgo Investment Group is an Asset Manager based in Burlingame, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Burlingame, United States
- **Region:** North America
- **Address:** Burlingame, CA, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** www.virgo-llc.com
- **LinkedIn:** https://www.linkedin.com/company/virgo-investment-group

## Regulatory record

- **CRD number:** 157297
- **SEC file number:** 801-74276
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157297

## About

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.

## Sectors

- Real Estate
- Private Credit
- Healthcare Services
- Media & Entertainment
- AgriTech & FoodTech
- Industrial Tech
- FinTech
- Mobility & Transportation
- Wellness

## People

- Jesse Watson — Managing Partner and Chief Investment Officer

## Questions

### 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.

### 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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- [Village Family Capital](https://altss.com/profile/village-family-capital)
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Last updated: 2026-06-03T20:00:00.000Z

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