Virgo Digital Asset Management Inc.

RIASEC Registered
Total AUM
$9.4M
Discretionary
$9.4M
100% of AUM
Avg account
$286K
Accounts
33
Employees
8
Advisory reps
4

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

FINTRX

Overview

Virgo Digital Asset Management Inc. is a corporate investment adviser that registered with the SEC in 2025. Ownership is split between a foreign entity and an individual, and the firm serves both individual/family clients and institutional investors. Its advisory work centers on discretionary portfolio management for individuals and small businesses, as well as management of pooled investment vehicles; the firm also acts as a sponsor, general partner, and managing member for pooled vehicles it oversees. Compensation includes a percentage-of-assets-under-management fee and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Derivatives 15%, Cash & Cash Equivalents 5%80%
  • Exchange Traded Equities80%
  • Derivatives15%
  • Cash & Cash Equivalents5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

North York, null

Location

North York, null

Headquartered in North York, null.

Address
4950 Yonge St Suite 900
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth