VIRJI INVESTMENTS, INC.

Overview

Virji Investments, Inc. is a small, equity-focused registered investment adviser that concentrates on direct portfolio management for individual and family clients as well as small businesses and institutions. The firm’s investment activity is heavily tilted toward listed equities and exchange-traded instruments, reflecting a clear preference for liquid, transparent exposures. The adviser charges a percentage-of-AUM fee and may use performance-based fee arrangements, which suggests it runs active strategies or custom mandates where upside participation is negotiated. Business activity is centered on discretionary portfolio management, with the bulk of client relationships run on a discretionary basis. The firm is not positioned as an ESG specialist and does not operate as a multi-state adviser. Its industry affiliations indicate involvement with other adviser vehicles and roles such as sponsor, general partner, or managing member of pooled investment vehicles, implying some engagement with privately managed structures in addition to its public-market work.

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Public Holdings

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Location & Offices