DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Shariaportfolio, Inc.
Latest filing Apr 10, 2026
First filing on the tape Nov 19, 2014 · 28 filings
SEC status approved since Dec 16, 2014
RAUM
$3.0B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
9.1%
$275M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$334M
derived; firm RAUM over IAPD count
Employees
21
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$3.0B as of Apr 10, 2026
Mar 18, 2015$0 then
HNW client RAUM$143M as of Apr 10, 2026
Mar 30, 2018$19.2M then
State-registered IARs (5.B.3)9 as of Apr 10, 2026
Mar 18, 20153 then
Employees (5.A)21 as of Apr 10, 2026
Mar 18, 201510 then
Private funds1 as of Apr 10, 2026
Apr 7, 20201 then
RAUM +1054% over the last fiscal year+89% a year over threeIARs 7 to 9
Practice profile
derived from the filing of Apr 10, 2026; every figure names its basis
- RAUM per advisor
- $334MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 96derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $963,161derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1054%derivedbetween the last two annual amendments
- Advisor growth, one year
- +29%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, educational seminarsreportedItem 5.G
- Wrap fee program
- $14.3MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$2.7B90%
- High-net-worth individuals$143M4.7%
- Individuals$132M4.4%
- Pension and profit-sharing plans$8.3M0.3%
- Charitable organizations$7.5M0.2%
- Pooled investment vehicles$2.7M0.1%
- Individual clients
- 796reported
- HNW clients
- 71reported
- Pension plan clients
- 15reported
- Charitable clients
- 41reported
- Accounts
- 3,125reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.09 fund_share=0.9 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ishaq Khader Mohiuddin | Lake Mary, Fl | Dec 16, 2014 | 34 y | 3 |
| Aliredha Munir Walji | Lake Mary, Fl | Sep 9, 2016 | 11 y | 1 |
| Shafaq Naeem Kazi | Lake Mary, Fl | May 7, 2018 | 13 y | 1 |
| Rezwana Abed | Lake Mary, Fl | Feb 18, 2021 | 10 y | 1 |
| Habib Anwar | Lake Mary, Fl | Mar 29, 2024 | 16 y | 3 |
| Mahdi Walji | Richmond | Jan 19, 2026 | 10 y | 0 |
| Shafran Shurid | Pittsburgh, Pa | Mar 26, 2026 | 11 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Hamid Abdollahi to Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 20, 2019 · RIA to wirehouse
- Khalid Mazen Eldadah to J.P. Morgan Securities LLCMar 12, 2019 · RIA to wirehouse
Joined, latest
- Habib Anwar from Edward JonesJun 9, 2021 · Affiliated broker-dealer or bank to independent RIA
- Hamid Abdollahi from Edward JonesOct 16, 2018 · Affiliated broker-dealer or bank to independent RIA
- Khalid Mazen Eldadah from J.P. Morgan Securities LLCJun 29, 2018 · Wirehouse to independent RIA
- Ishaq Khader Mohiuddin from Virji Investments, Inc.Dec 16, 2014 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Sp Funds Real Estate | Real Estate Fund | $9.0M | 57 | Sep 12, 2019 |
Owners and control persons
Schedule A and B, latest filing
- Wasia Sheikh · Shareholdercontrolsince 10/2014 · owns 25% to 50%
- Naushad Virji · Portfolio Managercontrolsince 10/2014 · owns 25% to 50%
- Perwaize Ahmed · Ownersince 01/2018 · owns 5% to 10%
- Thabraize Ahmed · Ownersince 01/2018 · owns less than 5%
- Raza Hashmi · Ownersince 11/2023 · owns less than 5%
- Khalid Syed Lateef · Ownersince 01/2018 · owns 10% to 25%
- Aniz Virji · Ownersince 07/2023 · owns less than 5%
- Munir Aliredha Walji · Chief Compliance Officer, Chief Executive Officersince 03/2019 · owns less than 5%
Related persons
Schedule D 7.A
- Virji Investments, Inc.investment advisernRAUM $33.5M
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lake Mary, Fl · principal | 9 | 3 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Bellevue, WA1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- client mix shiftChange between filings · filing Apr 10, 2026private-client share of RAUM moved from 52.0% to 9.0% between the annual amendments of 2025-03-14 and 2026-04-10peers: asset managers, $1B to $5B (1,506)
- HNW share shiftChange between filings · filing Apr 10, 2026HNW share of RAUM moved from 50.0% to 5.0% between the annual amendments of 2025-03-14 and 2026-04-10peers: asset managers, $1B to $5B (1,506)
- RAUM up 50 %Change between filings · filing Apr 10, 2026RAUM (Item 5.F) moved from $260,863,548 to $3,009,877,222 (+1054.0%) between the annual amendments of 2025-03-14 and 2026-04-10; the peer median change was +11.0% (1368 comparable advisers, 100.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 2,054 to 3,125Jan 26, 2026 to Mar 31, 2026
- Advisory employees · 7 to 9Jan 26, 2026 to Mar 31, 2026
- Advisory activities · 5 to 6Jan 26, 2026 to Mar 31, 2026
- Charity clients · 32 to 41Jan 26, 2026 to Mar 31, 2026
- HNW clients · 65 to 71Jan 26, 2026 to Mar 31, 2026
- Individual clients · 717 to 796Jan 26, 2026 to Mar 31, 2026
- Pension plan clients · 12 to 15Jan 26, 2026 to Mar 31, 2026
- Pooled vehicle clients · 2 to 1Jan 26, 2026 to Mar 31, 2026
- Assets in custody · 0.0 to unsetJan 26, 2026 to Mar 31, 2026
- Employees · 17 to 21Jan 26, 2026 to Mar 31, 2026
- Insurance-licensed employees · 2 to 0Jan 26, 2026 to Mar 31, 2026
- State-registered IARs · 7 to 9Jan 26, 2026 to Mar 31, 2026
- Private funds · 2 to 1Jan 26, 2026 to Mar 31, 2026
- Discretionary RAUM · $247M to $3.0BJan 26, 2026 to Mar 31, 2026
- HNW RAUM · $130M to $143MJan 26, 2026 to Mar 31, 2026
- Individual RAUM · $5.1M to $132MJan 26, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $14.3M to $15.9MJan 26, 2026 to Mar 31, 2026
- Pension RAUM · $5.5M to $8.3MJan 26, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $10.3M to $2.7MJan 26, 2026 to Mar 31, 2026
- RAUM · $261M to $3.0BJan 26, 2026 to Mar 31, 2026
- Accounts · 1,873 to 2,054Mar 28, 2024 to Mar 14, 2025
- Advisory employees · 6 to 7Mar 28, 2024 to Mar 14, 2025
- Charity clients · 25 to 32Mar 28, 2024 to Mar 14, 2025
- HNW clients · 41 to 65Mar 28, 2024 to Mar 14, 2025
- Individual clients · 698 to 717Mar 28, 2024 to Mar 14, 2025
- Pension plan clients · 8 to 12Mar 28, 2024 to Mar 14, 2025
- Pooled vehicle clients · 1 to 2Mar 28, 2024 to Mar 14, 2025
- Employees · 11 to 17Mar 28, 2024 to Mar 14, 2025
- Financial planning clients · unset to 0Mar 28, 2024 to Mar 14, 2025
- State-registered IARs · 6 to 7Mar 28, 2024 to Mar 14, 2025
- Other offices · 1 to 0Mar 28, 2024 to Mar 14, 2025
- Private funds · 1 to 2Mar 28, 2024 to Mar 14, 2025
- Discretionary RAUM · $822M to $247MMar 28, 2024 to Mar 14, 2025
- HNW RAUM · $73.2M to $130MMar 28, 2024 to Mar 14, 2025
- Individual RAUM · $92.1M to $5.1MMar 28, 2024 to Mar 14, 2025
- Non-discretionary RAUM · $9.9M to $14.3MMar 28, 2024 to Mar 14, 2025
- Pension RAUM · $9.4M to $5.5MMar 28, 2024 to Mar 14, 2025
- Pooled vehicle RAUM · $9.0M to $10.3MMar 28, 2024 to Mar 14, 2025
- RAUM · $832M to $261MMar 28, 2024 to Mar 14, 2025
- Accounts · 1,778 to 1,873Apr 12, 2023 to Mar 28, 2024
Signals
6 dated events
- Shariaportfolio, Inc. reported RAUM $3.0B, up 1054% from $260.9M (2026-01-26 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Naushad Virji no longer registered at Shariaportfolio, Inc.; no later IA registration on IAPDDec 31, 2025 · Advisor departure · fact
- Shariaportfolio, Inc. reported RAUM $260.9M, down 69% from $832.3M (2024-03-28 to 2025-03-14)Mar 14, 2025 · RAUM change · derived
- Shariaportfolio, Inc. reported RAUM $832.3M, up 86% from $447.1M (2023-04-12 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Shariaportfolio, Inc. reported RAUM $355.9M, up 90% from $187.3M (2021-04-21 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Shariaportfolio, Inc. filed its initial SEC registration (Form ADV)Nov 19, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Shariaportfolio, Inc. · Independent Sponsorsshared crd · capital_provider
- Shariaportfolio, Inc. · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/SHARIAPORTFOLIOreportedpublic record, Form ADV, Sep 18, 2026
- Website
- SHARIAPORTFOLIO.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 321-275-5125reportedpublic record, Form ADV, Apr 10, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $334Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Shariaportfolio, Inc. is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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