Virgo Investment Group

Name

Virgo Investment Group

Legal name

Virgo Investment Group LLC

Website

https://virgo-llc.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Private Equity & Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Sector-Focused Venture Capital (Vertical Specialists) (FSANAAAD)

akta.pro secondary industries

Media, Entertainment & Gaming Growth Equity (FSANACAI), Multi-Sector / Generalist Growth Equity (FSANACAO), Late-Stage Venture Capital (Series C+) (FSANAAAC)

Keywords

• Private equity investing
• Thematic investment firm
• Growth equity capital
• Specialty finance investments
• Asset-based credit

Headquarters

HQ city

Redwood Shores

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees and Carried Interest: Virgo generates returns through investment management fees and carried interest from their private investment funds (VSP III, VSP IV, and other vehicles). The firm has raised over $2 billion since inception.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Virgo Investment Group is a private investment firm that deploys thematic capital across two strategies: (1) Credit/Asset-Based investing including aviation and transportation/logistics via Zephyrus, specialty finance and insurance, and content rights/royalties; and (2) Growth Equity investing in healthcare, media, and wellness. The firm raises institutional capital into fund vehicles (VSP III, VSP IV), has raised over $2 billion since inception, and partners with founder-run and family-owned businesses to deliver flexible capital and post-investment value creation through its Spica Alpha Unit.

Product overview

Virgo Investment Group is a private investment firm (founded 2009) that operates as a thematic investor targeting both asset-based credit and structured equity transactions. The firm has raised over $2 billion since inception and has completed over 50 investments. Virgo's investment strategies are organized into two primary areas: (1) Credit/Asset-Based strategies including Aviation/Transportation/Logistics (via Zephyrus platform), Specialty Finance & Insurance, and Content Rights & Royalties; and (2) Growth Equity strategies focused on Healthcare, Media, and Wellness sectors. The firm's portfolio includes portfolio companies operating in: indoor vertical farming (80 Acres Farms), media workflows and streaming (Bitcentral's FUEL, Core News, Central Control platforms), EV charging infrastructure (Volta), digital wound care (Swift Medical), aircraft leasing (Zephyrus Aviation Capital), PACE financing (Ygrene), senior care technology (Lifesprk), prefab housing (Connect Homes), clinical research (Clinipace), fitness wellness (Peerfit), and beverage innovation (L.A. Libations, Flow). Virgo partners with founder-led or family-owned businesses and targets companies undergoing industry-specific change.

Differentiator

Problem solved

Functional benefit

Products and services

• VSP Fund Vehicles (VSP III, VSP IV) Private investment fund vehicles that pool institutional capital for thematic investments across credit/asset-based strategies (aviation, specialty finance, content rights) and growth equity strategies (healthcare, media, wellness). Target investors are institutional Limited Partners.
• Zephyrus Aviation Capital In-house wholly-owned aircraft and engine leasing and trading platform focused on mid- to mature-stage aircraft lifecycle, providing fleet management and asset optimization solutions across global aviation markets.
• Kavanah In-house wholly-owned real estate finance platform focused on small balance loan originations, supporting Virgo's specialty finance and credit strategies.
• Spica Alpha Unit Post-investment value-add service providing human capital transformation, business process enhancement, and technology implementation to drive growth within Virgo's portfolio companies. Operates as a wholly-owned internal unit.
• One77 Music Publishing Boutique music publishing company jointly created for acquiring catalogs, providing artist financings, and creative administration deals within the content rights/royalties strategy.

Quantifiable outcome

• Virgo has invested over $2 billion since inception
• +1 more outcomes

Named customers13 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature1 record

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Trilantic North America: Trilantic North America is a middle-market private equity firm that invests across multiple sectors with a flexible-capital, partner-oriented approach. Comparable to Virgo in its thematic, founder- and family-owned focus and multi-sector mandate, though operating at meaningfully larger AUM.
• Vistria Group: Vistria is a middle-market private equity firm investing across healthcare, education and financial services with a thematic, mission-oriented approach. Comparable to Virgo in thematic sector focus and mid-market check size, though broader in social-impact positioning.
• Brookfield Asset Management: Brookfield is a global alternative asset manager with significant credit, real estate and asset-based investment capabilities (including structured finance and aviation). Comparable to Virgo's Credit/Asset-Based franchise, particularly the Zephyrus aviation and specialty finance platforms, though at much larger scale.
• HPS Investment Partners: HPS is a global credit-focused alternative asset manager investing across asset-based, structured credit and specialty finance strategies. Comparable to Virgo's credit/asset-based strategy (Zephyrus aviation, Kavanah real estate, specialty finance platforms) in investment approach and return profile.

Direct peers

• Revelstoke Capital Partners: Revelstoke is a healthcare-focused growth equity firm that partners with founder- and family-owned businesses, operating a thematic approach within healthcare services. Directly comparable to Virgo's healthcare segment in terms of target customer, deal size and value-creation model.
• Sheridan Capital Partners: Sheridan is a healthcare-specialist lower-middle-market private equity firm backing founder-led and family-owned businesses. Highly comparable to Virgo's healthcare growth-equity franchise in target deal profile, check size and operating partner engagement model.
• Cressey & Company: Cressey & Company is a healthcare-focused private investment firm that partners with founder-owned businesses to drive growth. Closely comparable to Virgo's healthcare vertical in mission, capital approach, and stage of investment.
• Trinity Hunt Capital Partners: Trinity Hunt is a thematic, founder-focused lower-middle-market private equity firm operating across multiple verticals with flexible capital. Comparable to Virgo in scale, thematic approach, and emphasis on founder- and family-owned partnerships.
• Cornell Capital: Cornell Capital is a thematic private investment firm focused on value-oriented, flexible-capital investments in mid-market companies across multiple sectors. Comparable to Virgo in multi-strategy thematic investing, partnership orientation, and mid-market deal profile.
• Stellation Capital: Stellation Capital is a thematic growth equity firm investing in disruptive, high-growth consumer and technology-enabled businesses. Comparable to Virgo's growth-equity verticals (media, wellness, consumer) in thematic sourcing and founder-led approach.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/virgo_llc
• LinkedInlinkedin.com/company/virgo-investment-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries4 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments37 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Virgo Investment Group