Virage Capital Management LP (Houston)


Virage Capital Management LP is a large advisory firm based in Houston. It manages $719.74 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Texas.

Virage Capital Management 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.

Virage Capital Management: assets under management

The assets under management (AUM) of Virage Capital Management LP is $719.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 484% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $719.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $79.97 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Virage Capital Management LP 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.

What kind of clients Virage Capital Management serves?

The only and largest group of clients of Virage Capital Management is pooled investment vehicles with 9 clients and $719.74 million of assets under management. Among the 8 most similar advisory firms, Virage Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $719.74 million for 9 clients. None of the firm’s clients are foreign persons or businesses.

Virage Capital Management also advises several private funds. Namely, eight hedge funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Virage Capital Management LP

The company employs 14 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Virage Llc General partner 1 Apr 2012 Other 45-5055232
Edward Mark Ondarza Managing director, portfolio manager and limited partner 1 May 2013 50% - 75% 4888291
Martin Adam Shellist Managing director, head of legal research and limited partner 1 May 2013 Other 6207154
Britton Jennings Holland Limited partner 1 May 2013 Other 6207159
Hugh Jones Plummer Limited partner 1 May 2013 Other 6207176
Bryan Patterson Chief compliance officer and managing director 1 Jul 2014 Other 6464028
Kevin Bryan Patterson Managing director 1 Jul 2014 Other 6464028
Harrison Albert Blase Chief financial officer 1 Jan 2015 Other 6539503
Benjamin Eichorn Blank Chief compliance officer 1 Apr 2015 Other 6490044
Llc Rocky River Investments Special limited partner 1 May 2016 50% - 75% 81-2108469
Llc Ojai Dlf Special limited partner 1 May 2016 Other 81-2104368
Llc Jester 1058 Special limited partner and regular limited partner 1 May 2016 Other 81-2104640
Harrison Albert Blase Chief financial officer and chief compliance officer 1 Oct 2017 Other 6539503
Burke Alan Mcdavid General counsel and chief compliance officer 1 Sep 2019 Other 7176373

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Edward Mark Ondarza Managing member 1 Apr 2012 50% - 75% 4888291
Martin Adam Shellist Member 1 Apr 2012 Other 6207154
Edward Mark Ondarza Manager 1 Mar 2016 75% - 100% 4888291
Kevin Bryan Patterson Manager 1 Mar 2016 75% - 100% 6464028
Harrison Albert Blase Manager 1 Mar 2016 75% - 100% 6539503

Based in Houston

The principal office where Virage Capital Management LP performs its advisory services is located at 1700 Post Oak Boulevard, Houston, TX 77056 3973, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713.840.7700. The normal business hours are 8am-6pm on Monday - Friday.