Virji Investments, Inc.
Firm details
- Headquarters
- Lake Mary, Florida
- CRD number
- 137001
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI52.92%
- Individuals47.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Virji Investments, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on portfolio management for individuals, small businesses, and institutional clients. Its client base is primarily individual and family accounts. Compensation is by percentage of assets under management and the firm also charges performance-based fees. The adviser is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. It reports affiliations that include acting as an investment adviser and sponsor and serving as a general partner or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities2%
Contacts
3 of 3
Naushad Virji
Founder & Chairman of the BoardCRD 5027106

Allan Paull
Investment Advisor RepresentativeCRD 2231528
Sabinah Amershi
Client Service ManagerCRD 8037759
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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