VIRJI INVESTMENTS, INC.

VIRJI INVESTMENTS, INC. of LAKE MARY, FL is an SEC-registered investment adviser (CRD 137001). Regulatory assets under management: $33.5M.

Registration

• CRD: 137001
• Type: Registered investment adviser
• Location: 1331 S. INTERNATIONAL PKWY, LAKE MARY, FL, 32746
• Phone: 321-275-5050
• Latest filing: 2026-03-25
• Regulatory AUM: $33.5M
• Discretionary AUM: $33.0M
• Non-discretionary AUM: $504K
• Clients: 4
• Accounts: 155

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137001 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search