AUMdb

Naseeb Inc

SEC-registered Investment Adviser · Boutique (under $100M) CRD 330409 · SEC file 801-130613 · · naseeb.io
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
0
Avg AUM / client
Accounts
0
Employees
3

AUM over time

$0 $100
Jun 4, 2024 Mar 26, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026

Who they serve

Client typeClientsAUM% of AUM

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Mukhtar, Adil Ceo, Cco Jun 2023 (3y) 25% – 50%
Saad, Ashar Cto Jun 2023 (3y) 25% – 50%
Sharif, Abubakr Coo Jun 2023 (3y) 25% – 50%

Undisclosed: 0% – 25% 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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 901 KB 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
  • Fixed fees

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗