THE HAJDARI GROUP, LLC

Overview

The Hajdari Group, LLC is an independent registered investment adviser that operates as a capital allocator for individual, family and institutional clients. The firm runs primarily discretionary portfolios and implements core exposures through public collective vehicles — mutual funds and other public funds are the dominant sleeve — while retaining the ability to place client capital into third‑party alternative managers. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, which aligns with a hybrid approach of in‑house portfolio construction and outsourced manager selection. Investment preferences show a clear tilt toward pooled public strategies for core equity and fixed‑income exposures, supplemented by allocations to alternative managers where appropriate. The firm is not an active ESG investor, and it charges a mix of fees (percentage of AUM, hourly, and fixed fees), which supports both ongoing portfolio management relationships and project‑based planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices