# Virji Investments, Inc.

> Virji Investments, Inc. is a state-registered investment advisory firm in Lake Mary, FL, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 137001
- Filed as: VIRJI INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Mary, FL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137001
- AdvisorCensus page: https://advisorcensus.com/firm/virji-investments-inc-lake-mary-fl-137001

## Quick answers

**How is Virji Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Virji Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Virji Investments, Inc. located?**
Virji Investments, Inc.'s principal office is in Lake Mary, FL, according to its Form ADV.

**Is Virji Investments, Inc. registered with the SEC or a state?**
Virji Investments, Inc. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 137001.

**How much does Virji Investments, Inc. manage?**
Virji Investments, Inc. reports $33,523,097 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (98% discretionary).

**What types of clients does Virji Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (7).

**Does Virji Investments, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/137001

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $33,523,097
- Discretionary: $33,018,751
- Non-discretionary: $504,346

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $15,780,023 |
| High net worth individuals | 7 | $17,741,742 |
| Charitable organizations | Fewer than 5 | $1,332 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2003 (23 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, IL, IN, NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- virjiinvestments.com
- Facebook @virjiinvestments
- LinkedIn @virji-investments-inc
- X @virji_invest

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Virji Investments, Inc. (CRD 137001): Form ADV filing data as of October 2026.