VISHRIA BIRD FINANCIAL GROUP, LLC

HTTPS://WWW.VBFINANCIALGROUP.COM MEMPHIS, TN Investment Advisor How do I update this listing?

Vishria Bird Financial Group is based out of Memphis. Vishria Bird Financial Group is a large advisory firm with 252 clients and discretionary assets under management (AUM) of $221,879,680 (Form ADV from 2019-01-30). Their last reported 13F filing for Q4 2019 included $103,066,000 in managed 13F securities and a top 10 holdings concentration of 65.41%. Vishria Bird Financial Group's largest holding is Apple Inc with shares held of 32,509. Whalewisdom has at least 7 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $103.066 Million
  • Prior Market Value $87.359 Million
  • New Purchases7 stocks
  • Additional Purchases9 stocks
  • Sold out of7 stocks
  • Reduced holdings in17 stocks
  • Top 10 Holdings % 65.41 %
  • Turnover % [1]:29.17%
  • Turnover Alt % [2]: 35.86 %
  • Time Held Top20:3.20 quarters
  • Time Held Top10:1.80 quarters
  • Time Held All:4.92 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 9.42%
Performance Last 4 Quarters: 16.13%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

VISHRIA BIRD FINANCIAL GROUP, LLC
1053 W REX ROAD SUITE 102
MEMPHIS TN    38119
Country: United States

Business Phone: 901-216-1600
Fax: 901-683-5838
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TN
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 13,359,500
Total Number of Clients: 252
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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VISHRIA BIRD FINANCIAL GROUP, LLC

ownership team - last updated 2019-01-30
Name Title Start Date Direct/Indirect % Ownership
VISHRIA, HARISH, VASANJI MANAGER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC MANAGER direct 2018-01-01
VISHRIA, URMILA MEMBER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC MEMBER direct 2018-01-01
KHAKAL TRUST II MEMBER 01/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC MEMBER direct 2018-01-01
KHAKUJI TRUST MEMBER 01/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC MEMBER direct 2018-01-01
TODD, SUSAN, FISHER CHIEF COMPLIANCE OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2018-01-01
Vishria, Aaron TRUSTEE KHAKUJI TRUST 10/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC TRUSTEE indirect 2012-10-01
VISHRIA BIRD FINANCIAL GROUP, LLC TRUSTEE indirect 2018-01-01
Vishria, Aaron TRUSTEE KHAKAL TRUST II 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC TRUSTEE indirect 2012-10-01
VISHRIA BIRD FINANCIAL GROUP, LLC TRUSTEE indirect 2018-01-01

VISHRIA BIRD FINANCIAL GROUP, LLC

ownership team - last updated 2018-10-02
Name Title Start Date Direct/Indirect % Ownership
KHAKAL TRUST II MEMBER 01/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC MEMBER direct 2018-01-01
VISHRIA, HARISH, VASANJI MANAGER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC MANAGER direct 2018-01-01
VISHRIA, URMILA MEMBER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC MEMBER direct 2018-01-01
KHAKUJI TRUST MEMBER 01/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC MEMBER direct 2018-01-01
TODD, SUSAN, FISHER CHIEF COMPLIANCE OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2018-01-01
Vishria, Aaron TRUSTEE KHAKUJI TRUST 10/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC TRUSTEE indirect 2012-10-01
VISHRIA BIRD FINANCIAL GROUP, LLC TRUSTEE indirect 2018-01-01
Vishria, Aaron TRUSTEE KHAKAL TRUST II 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC TRUSTEE indirect 2012-10-01
VISHRIA BIRD FINANCIAL GROUP, LLC TRUSTEE indirect 2018-01-01

VISHRIA BIRD FINANCIAL GROUP, LLC

ownership team - last updated 2018-06-15
Name Title Start Date Direct/Indirect % Ownership
VISHRIA, HARISH, VASANJI MANAGER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC MANAGER direct 2018-01-01
VISHRIA, URMILA MEMBER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC MEMBER direct 2018-01-01
KHAKAL TRUST II MEMBER 01/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC MEMBER direct 2018-01-01
KHAKUJI TRUST MEMBER 01/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC MEMBER direct 2018-01-01
TODD, SUSAN, FISHER CHIEF COMPLIANCE OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2018-01-01
Vishria, Aaron TRUSTEE KHAKUJI TRUST 10/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC TRUSTEE indirect 2012-10-01
VISHRIA BIRD FINANCIAL GROUP, LLC TRUSTEE indirect 2018-01-01
Vishria, Aaron TRUSTEE KHAKAL TRUST II 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
VISHRIA BIRD FINANCIAL GROUP, LLC TRUSTEE indirect 2012-10-01
VISHRIA BIRD FINANCIAL GROUP, LLC TRUSTEE indirect 2018-01-01

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