THE HAJDARI GROUP, LLC
Adviser information for THE HAJDARI GROUP, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 3 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
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Discretionary | 464 | $75.5M |
Non-Discretionary | 43 | $9.2M |
Total | 507 | $84.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 177 | $28.5M |
HNW Individuals | 46 | $52.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $1.6M |
Charitable organizations | <5 | $1.8M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $502,716 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 12 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
1491 RICHMOND ROADSTATEN ISLAND
NY
United States
Monday - Friday, BY APPOINTMENT
Tel: (212) 381-0050, Fax: None
Chief Compliance Officer
ZAIM HAJDARI
PRESIDENT & SENIOR MANAGING DIRECTOR
1491 RICHMOND ROAD
STATEN ISLAND
NY
United States
Tel:
(212) 381-0050
Z*******@***************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HAJDARI, ZAIM, [NO MIDDLE NAME] | Individual | – | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | 07/2017 | > 75% |