Data / Investment advisers / Florida / Shariaportfolio, Inc.
Shariaportfolio, Inc., Lake Mary, FL: $3 billion AUM, SEC registered investment adviser
Shariaportfolio, Inc. is an SEC registered investment adviser with its main office in Lake Mary, Florida and reports $3 billion in regulatory assets under management in its Form ADV filed April 10, 2026. Its clients include investment companies, high net worth individuals and individuals. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 173937
- SEC file number
- 801-80652
- SEC status
- Approved, effective December 16, 2014
- Main office
- 1331 S. International Parkway Suite 2291, Lake Mary, FL 32746
- Phone
- (321) 275-5125
- Regulatory AUM
- $3,009,877,222 in the Form ADV filed April 10, 2026
- Discretionary AUM
- $2,993,961,239
- Non discretionary AUM
- $15,915,983
- Accounts
- 3,125
- Employees
- 21, of which 9 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $2,676,683
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 11 | $2.72 billion |
| High net worth individuals | 71 | $142.6 million |
| Individuals (other than high net worth individuals) | 796 | $132.2 million |
| Pension and profit sharing plans | 15 | $8.3 million |
| Charitable organizations | 41 | $7.5 million |
| Pooled investment vehicles | 1 | $2.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.01 billion | March 31, 2026 |
| December 1, 2025 | $260.9 million | March 14, 2025 |
Other advisers in Lake Mary
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capacuity LLC | Lake Mary | $13.87 billion | Not listed | adviserinfo.sec.gov |
| Newport Group Consulting, LLC | Lake Mary | $5.05 billion | Not listed | adviserinfo.sec.gov |
| Jackson Wealth Management, LLC | Lake Mary | $1.07 billion | Not listed | adviserinfo.sec.gov |
| QTR Family Wealth, LLC | Lake Mary | $749.3 million | Not listed | adviserinfo.sec.gov |
| Collaborative Wealth | Lake Mary | $653.3 million | Not listed | adviserinfo.sec.gov |
| Familywealth | Lake Mary | $394.6 million | Not listed | adviserinfo.sec.gov |
| Familywealth Asset Management | Lake Mary | $177 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lake Mary, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Shariaportfolio, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.