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| The Hajdari Group LLC
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| CRD # | 289331 |
| SEC # | 801-111001 |
| CIK # | 0001845086 |
| AUM | 133.0 M (2026-03-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-381-0050 |
| Address | 1491 Richmond Road Staten Island, NY 10304 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (3/20/2026) [Brochure] |
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Item 5 – Fees and Compensation Investment Management Services Investment advisory fees are paid quarterly, in advance, and are based on the market value of assets under management at the end of the prior quarter, which includes cash and cash equivalents as well as non- discretionary assets. Fees are billed at an annual rate between 0.50% and 2.00% based on the size of the Client relationship, the scope of services to be provided, the complexity of a Client’s situation and other factors. Investment advisory fees are deducted from the Client’s account(s) at the Custodian. The fee schedule is set forth in each Client's investment advisory agreement and is negotiable at the sole discretion of the Advisor. In addition, the fee schedule can be discounted at the Advisor's discretion during any given billing cycle and the amount of such discount, if any, can vary over time. This results in similarly situated Clients paying different investment advisory fees. Because investment advisory fees differ among Clients, The Hajdari Group could be inclined to give more time and attention to (or otherwise favor) accounts paying a higher fee. The Hajdari Group has written procedures contained in its Compliance Manual and Code of Ethics that are intended to ensure that Clients are treated fairly. In addition, the Advisor assesses an advisory fee on the market value of assets that are added to a Client’s 1 Assets managed on a non-discretionary basis consist of: (1) certain private offerings for which only the Client may subscribe to or request withdrawals, and (2) securities purchased at the Client’s direction that are monitored by the Advisor but are not bought or sold without the Client’s instruction. account during the quarter, which is prorated based on the remaining number of days in the quarter, although the Advisor may waive this fee at its discretion. The Advisor however does not refund advisory fees charged on assets that are withdrawn from a Client’s account during the quarter unless the Client provides advance written notice to the Advisor to terminate the investment advisory agreement. The investment advisory fee in the first quarter of service is prorated from the inception date of the account(s) to the end of the first quarter. The Client may terminate the investment advisory agreement, at any time, by providing advance written notice to the Advisor. The Client may also terminate the investment advisory agreement within five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, upon termination, the Advisor will refund any unearned, prepaid fees from the effective date of termination to the end of the quarter. In the event that a Client should wish to terminate the relationship with an Independent Manager, the terms for termination are set forth in the respective agreements between the Client and that Independent Manager. The Hajdari Group will assist the Client with the termination and transition as appropriate. Financial Planning Services The Hajdari Group offers financial planning services either on an hourly basis or for a fixed fee. Hourly fees are $500 per hour, subject to a minimum hour requirement. Fixed fees are negotiated based on the expected number of hours to complete the engagement at the Advisor’s hourly rate. Fees are negotiable at the sole discretion of the Advisor, depending on the nature and complexity of the services to be provided. An estimate for total hours and/or costs will be provided to the Client prior to engaging for these services. Up to 50% of the fee is typically invoiced upon execution of the financial planning agreement, with the balance due upon completion of the engagement deliverables. Clients can choose to be billed for financial planning fees or have such fees deducted from their account(s) at the Custodian. For certain Clients, financial planning services are included with their investment advisory fees. Either party may terminate the financial planning agreement, at any time, by providing advance written notice to the other party. The Client may also terminate the financial planning agreement within five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client will incur charges for bona fide financial planning services rendered to the point of termination and such fees will be due and payable by the Client. Upon termination, the Client shall be responsible for planning fees based on the hours incurred or in the event of a fixed fee engagement, the percentage of the engagement completed. The Advisor will refund any unearned, prepaid fees. However, Clients should be advised that a large portion of work related to a financial planning engagement is done in the early stages and, accordingly, the return of unearned fees may not correlate directly to the amount of time during which the engagement was active. Retirement Plan Advisory Services Fees for retirement plan advisory services are typically billed quarterly in advance pursuant to the terms of the retirement plan advisory agreement and are based on the market value of assets under management at the end of the prior calendar quarter, which includes cash and cash equivalents. Fees are billed at an annual rate of up to 2.00%. Retirement plan advisory fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the Plan and are negotiable, depending on the size and complexity of the Plan, at the sole discretion of the Advisor. In addition, the Advisor assesses an advisory fee on the market value of assets that are added to a Client’s account during the quarter, which is prorated based on the remaining number of days in the quarter, although the Advisor may waive this fee at its discretion. The Advisor however does not refund advisory fees charged on assets that are withdrawn from a Client’s account during the quarter unless the Client provides advance written ... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/20/2026) [Brochure] |
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Item 7 – Types of Clients The Hajdari Group offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans and businesses. The Hajdari Group generally does not impose a minimum relationship size, however, smaller accounts may be subject to different investment selection and strategies. Independent Managers may have minimum account sizes for investment in their strategies. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 44.3 |
| (b) Individuals (high net worth individuals) | 48 | 85.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 1.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 457 | 133.0 |
| By Discretionary | ||
| Discretionary | 445 | 126.8 |
| Non-Discretionary | 12 | 6.2 |
| Total | 457 | 133.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 133.0 | |
| Total | 457 | 133.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 11 |
| Serves | Institutional, Retail |
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