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Firm profile

Sp Funds

LAKE MARY, FLCRD 340522Latest ADV July 20, 2026

Sp Funds is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Mary, FL. Its latest Form ADV filing, dated July 20, 2026, reports $10M in regulatory assets under management, 2 employees, and 2 accounts.

Assets Under Management
$10M
Employees
2
Offices
--
Total Clients
<5
Primary office
LAKE MARY, FL
1331 S. INTERNATIONAL PARKWAY, SUITE 2291, LAKE MARY, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEONaushad Virji
CCOLori A. Sabino
CCOSabinah Amershi

Advisory services offered

2 types reported
Other advisory services
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$10Mas of July 20, 2026
Discretionary100.0%
$10M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$10M
Total Accounts2
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee1:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.