Shariaportfolio, Inc.
- Regulatory AUM
- $3.0B
- Discretionary
- $3.0B
- Clients
- 935
- Avg AUM / client
- $3.2M
- Accounts
- 3,125
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 796 | $132M | 4.39% |
| High net worth individuals | 71 | $143M | 4.74% |
| Investment companies | 11 | $2.7B | 90.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $2.7M | 0.09% |
| Pension and profit sharing plans | 15 | $8.3M | 0.28% |
| Charitable organizations | 41 | $7.5M | 0.25% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $9.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sp Funds Real Estate | Real Estate Fund | Florida | $9.0M | 57 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Naushad Virji | Portfolio Manager | Oct 2014 (12y) | 25% – 50% | |
| Sheikh, Wasia | Shareholder | Oct 2014 (12y) | 25% – 50% | |
| Aliredha Munir Walji | Chief Compliance Officer, Chief Executive Officer | Sep 2016 (10y) | Less than 5% | |
| Ahmed, Perwaize | Owner | Jan 2018 (9y) | 5% – 10% | |
| Ahmed, Thabraize | Owner | Jan 2018 (9y) | Less than 5% | |
| Lateef, Syed, Khalid | Owner | Jan 2018 (9y) | 10% – 25% | |
| Virji, Aniz | Owner | Jul 2023 (3y) | Less than 5% | |
| Hashmi, Raza | Owner | Nov 2023 (3y) | Less than 5% | |
| Ishaq Khader Mohiuddin | Registered representative | Dec 2014 (12y) | ||
| Shafaq Naeem Kazi | Registered representative | May 2018 (8y) | ||
| Rezwana Abed | Registered representative | Feb 2021 (5y) | ||
| Habib Anwar | Registered representative | Mar 2024 (2y) | ||
| Mahdi Walji | Registered representative | Jan 2026 (1y) | ||
| Allan Michael Paull | Registered representative | Mar 2026 (0y) | ||
| Shafran Shurid | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $9.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sp Funds Real Estate | Real Estate Fund | $9.0M | $50.0K | 57 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $291M (10% of AUM) Apr 2026
- Bitgo Trust $2.7M (0% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗