Portfolio Manager · Shariaportfolio, Inc.
Naushad Virji
CRD 5027106 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Shariaportfolio, Inc., an SEC-registered asset manager based in Lake Mary, FL with $3.0 billion in regulatory assets, lists Naushad Virji on its Form ADV as Portfolio Manager, a control person. The SEC filings also name Naushad at 1 other registered adviser.
Firms and roles
- Shariaportfolio, Inc.Portfolio ManagerAsset manager · Lake Mary, FL · $3.0B in regulatory assets
- SP FundsCEOPrivate fund adviser · Lake Mary, FL · $10M in regulatory assets
AtlasMembers
Naushad’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 6 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Naushad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Thabraize AhmedShareholder, Shariaportfolio, Inc.
- Wasia SheikhShareholder, Shariaportfolio, Inc.
- Perwaize AhmedShareholder, Shariaportfolio, Inc.
- Aliredha M. WaljiChief Executive Officer, Shariaportfolio, Inc.
- Aniz VirjiShareholder, Shariaportfolio, Inc.
5 more people named with Naushad on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Naushad’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.