Virgo Digital Asset Management Inc.
Firm details
- Headquarters
- North York,
- CRD number
- 335668
- Registered since
- June 2, 2025
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI55.72%
- Pooled Investment Vehicles44.28%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Virgo Digital Asset Management Inc. is a boutique corporate investment adviser that serves both individuals and institutions, with an advisory focus on portfolio management for individuals/small businesses and for pooled investment vehicles. The firm charges a combination of percentage-of-AUM and performance-based fees, and it acts as sponsor, general partner, and managing member of pooled investment vehicles. Its public filings show an equity-first posture: exchange-traded equities are the dominant allocation and the firm is not identified as an active ESG investor. The fee mix and sponsor/GP role point to a hybrid operating model: separately managed accounts for wealth clients alongside pooled funds or private vehicles that carry performance fees. Custody with Interactive Brokers suggests the firm operates in liquid markets with an emphasis on tradable instruments and execution flexibility.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Derivatives15%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Zhi Bie
Chief Compliance OfficerCRD 8084568
Contacts
3 of 3Zheng Wang
CRD 8084473
Jinyuan Cai
CRD 8084572
Hua Long Jiang
Registered PrincipalCRD 8084537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
North York, null
Location
North York, null
Headquartered in North York, null.
- Address
- 4950 Yonge St Suite 900
- Office locations
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