Virji Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,523,097
Total clients
58
12% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
29
Average account size
$577,984
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
Expertise
Fee options
$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 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).
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
California · Florida · Illinois · Indiana · New Jersey · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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