Virgo Digital Asset Management Inc.
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 335668
· SEC file 801-132917
· North York
· vdam.virgo.co
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ADV data as of Apr 01, 2026
- Regulatory AUM
- $9.4M
- Discretionary
- $9.4M
- Clients
- 33
- Avg AUM / client
- $286K
- Accounts
- 33
- Employees
- 8
AUM over time
$9.4M
$9.9M
May 2, 2025
Apr 1, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 32 | $5.3M | 55.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $4.2M | 44.3% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Interactive Brokers $6.1M (64% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗