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Virji Investments, Inc.

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Client assets under management

$33,521,765

Clients

58

12% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

29

Low

Average account size

$577,961

About

Virji Investments is a fee‑only registered investment adviser with two advisory professionals managing roughly $33 million for about 58 clients, primarily individual and high‑net‑worth households. The firm provides discretionary portfolio management, retirement planning and consulting, and serves as a limited‑scope 3(21) fiduciary for ERISA‑qualified retirement plans.

The firm’s investment process centers on disciplined, long‑term asset allocation across equities, fixed income, mutual funds and ETFs, drawing on fundamental, quantitative, technical and cyclical analysis to tailor model portfolios to client risk profiles. Virji also offers passively managed Sharia‑compliant strategies and an optional performance‑based trading program for qualified clients, in addition to traditional active management approaches.

Virji is notable among peers for its affiliated business structure and product sponsorship: principals are linked to ShariaPortfolio and SP Funds Management, which sponsor several Sharia‑focused ETFs, operate a private SP Funds RE real‑estate vehicle, and run a wrap‑fee digital platform called the Express Program. The brochure discloses these affiliations and related time‑management and conflict‑of‑interest considerations, and notes the firm’s custodial relationship with Charles Schwab and receipt of certain custodial economic benefits.

Client services

Portfolio management

Expertise

Active portfolio management Private / alternative investments ESG / Sustainable investing Real estate investing

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Fee options

Percentage

$0 - $99,999: 2.00% annually $100,000 - $499,999: 1.60% annually $500,000 - $999,999: 1.20% annually $1,000,000+: 1.00% annually

Performance-based

Performance Trading Fee: 25% of trading profits over 1.00% quarterly high watermark; minimum account size $500,000 and must meet SEC Rule 205-3(d)(1) requirements (e.g., $1,100,000 under management or $2,200,000 net worth).

Other

Account minimum: $50,000 Fee-only: Fee-only registered investment advisor; no commissions received from third parties.

Main office location

Virji Investments, Inc.

1331 S. International Pkwy, Suite 2291

Lake Mary FL 32746, United States

Number of offices

1

Most active in

More info

California · Florida · Illinois · Indiana · New Jersey · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 321-275-5050

Advisors at this firm

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user avatar

Allan P

Series 66

Lake Mary, FL

Virji Investments, Inc.

Allan Paull is a financial advisor at Virji Investments, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked with Virji Investments since 2011 and Shariaportfolio, Inc. since 2014. In addition to his advisory roles, he is also involved in insurance sales. Virji Investments provides discretionary portfolio management and retirement-plan advisory services to individual investors, including both high-net-worth and non-HNW clients, and serves as a limited-scope 3(21) fiduciary for ERISA plans. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to create tailored asset-allocation portfolios and offers both active and passive investment strategies, including Sharia-compliant options.

Active portfolio management Private / alternative investments ESG / Sustainable investing Real estate investing
user avatar

Naushad V

Series 65

Lake Mary, FL

Virji Investments, Inc.

Naushad Virji is a financial advisor at Virji Investments, Inc. with 22 years of industry experience. He holds a Series 65 designation and has worked with affiliated firms including ShariaPortfolio, Inc. and SP Funds Management, LLC. Outside of his advisory roles, he serves as president and vice president of family real estate investment companies. Virji Investments provides discretionary portfolio management and retirement-plan advisory services to individual investors, including both high-net-worth and non-HNW clients, and acts as a limited-scope 3(21) fiduciary for ERISA plans. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build tailored asset-allocation portfolios and offers both active and passive strategies, including Sharia-compliant options.

Active portfolio management Private / alternative investments ESG / Sustainable investing Real estate investing
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