SP Funds
Firm details
- Headquarters
- Lake Mary, Florida
- CRD number
- 340522
- Registered since
- August 10, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SP Funds is an adviser and sponsor that focuses on institutional clients and operates as a domestic entity with individual ownership ties. The firm serves as an investment manager and as a general partner/managing member of pooled vehicles, rather than as a third‑party capital allocator. Its fee model combines a percentage-of-AUM charge with performance‑based fees. SP Funds does not characterize itself as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
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
Contacts
2 of 2
Naushad Virji
Founder & Chairman of the BoardCRD 5027106
Sabinah Amershi
CRD 6707061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lake Mary, FL
Seminole
Location
Lake Mary, FL
Headquartered in Lake Mary, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Seminole
- Address
- 1331 S International Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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