DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T•• H•••••• G••••• L••
Latest filing Mar 20, 2026
First filing on the tape Jul 14, 2017 · 29 filings
SEC status approved since Aug 16, 2017
RAUM
$133M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
98%
$130M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$133M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$133M as of Mar 20, 2026
Mar 23, 2018$36.6M then
HNW client RAUM$85.8M as of Mar 20, 2026
Mar 23, 2018$28.3M then
State-registered IARs (5.B.3)1 as of Mar 20, 2026
Mar 23, 20182 then
Employees (5.A)2 as of Mar 20, 2026
Mar 23, 20183 then
Private funds: no history
RAUM +19% over the last fiscal year+19% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $133MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 241derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $291,129derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 1.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.7%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$85.8M64%
- Individuals$44.3M33%
- Pension and profit-sharing plans$1.7M1.3%
- Corporations and businesses$1.3M0.9%
- Individual clients
- 193reported
- HNW clients
- 48reported
- Pension plan clients
- 13reported
- Charitable clients
- n/areported
- Accounts
- 457reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Z••• •• M••••• N•••• H•••••• | Staten Island, Ny | Mar 24, 2026 | 31 y | 4 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Z••• •• M••••• N•••• H•••••• from R•••••• J•••• F•••••••• S••••••• A•••••••• I••Aug 24, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H••••••• Z•••• •• M••••• N•••• · Managing Member, President And Chief Compliance Officercontrolsince 07/2017 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 483 to 457Mar 18, 2025 to Mar 20, 2026
- HNW clients · 46 to 48Mar 18, 2025 to Mar 20, 2026
- Individual clients · 182 to 193Mar 18, 2025 to Mar 20, 2026
- Pension plan clients · unset to 13.0Mar 18, 2025 to Mar 20, 2026
- Discretionary RAUM · $104M to $127MMar 18, 2025 to Mar 20, 2026
- HNW RAUM · $68.4M to $85.8MMar 18, 2025 to Mar 20, 2026
- Individual RAUM · $37.3M to $44.3MMar 18, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $7.5M to $6.2MMar 18, 2025 to Mar 20, 2026
- Pension RAUM · $2.3M to $1.7MMar 18, 2025 to Mar 20, 2026
- RAUM · $111M to $133MMar 18, 2025 to Mar 20, 2026
- Accounts · 507 to 483Mar 13, 2024 to Mar 18, 2025
- Individual clients · 177 to 182Mar 13, 2024 to Mar 18, 2025
- Employees · 3 to 2Mar 13, 2024 to Mar 18, 2025
- Financial planning clients · 0 to 0Mar 13, 2024 to Mar 18, 2025
- Discretionary RAUM · $75.5M to $104MMar 13, 2024 to Mar 18, 2025
- HNW RAUM · $52.3M to $68.4MMar 13, 2024 to Mar 18, 2025
- Individual RAUM · $28.5M to $37.3MMar 13, 2024 to Mar 18, 2025
- Non-discretionary RAUM · $9.2M to $7.5MMar 13, 2024 to Mar 18, 2025
- Pension RAUM · $1.6M to $2.3MMar 13, 2024 to Mar 18, 2025
- RAUM · $84.7M to $111MMar 13, 2024 to Mar 18, 2025
- Accounts · 478 to 507Aug 28, 2023 to Mar 13, 2024
- Individual clients · 184 to 177Aug 28, 2023 to Mar 13, 2024
- Discretionary RAUM · $64.6M to $75.5MAug 28, 2023 to Mar 13, 2024
- HNW RAUM · $48.9M to $52.3MAug 28, 2023 to Mar 13, 2024
- Individual RAUM · $27.6M to $28.5MAug 28, 2023 to Mar 13, 2024
- Non-discretionary RAUM · $14.0M to $9.2MAug 28, 2023 to Mar 13, 2024
- Pension RAUM · $498,258 to $1.6MAug 28, 2023 to Mar 13, 2024
- RAUM · $78.6M to $84.7MAug 28, 2023 to Mar 13, 2024
- BD registered reps · 1 to 0Jun 2, 2023 to Aug 28, 2023
- Accounts · 432 to 478Dec 8, 2022 to Mar 26, 2023
- Advisory employees · 2 to 1Dec 8, 2022 to Mar 26, 2023
- HNW clients · 44 to 46Dec 8, 2022 to Mar 26, 2023
- Individual clients · 160 to 184Dec 8, 2022 to Mar 26, 2023
- State-registered IARs · 2 to 1Dec 8, 2022 to Mar 26, 2023
- Discretionary RAUM · $79.3M to $64.6MDec 8, 2022 to Mar 26, 2023
- HNW RAUM · $52.8M to $48.9MDec 8, 2022 to Mar 26, 2023
- Individual RAUM · $24.5M to $27.6MDec 8, 2022 to Mar 26, 2023
- Non-discretionary RAUM · $0 to $14.0MDec 8, 2022 to Mar 26, 2023
- Pension RAUM · $569,335 to $498,258Dec 8, 2022 to Mar 26, 2023
- RAUM · $79.3M to $78.6MDec 8, 2022 to Mar 26, 2023
Signals
1 dated events
- T•• H•••••• G••••• L•• filed its initial SEC registration (Form ADV)Jul 14, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 212-381-0050reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- THEH••••••GROUP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (212) 381-0050reportedpublic record, Form ADV, Mar 20, 2026
- Contact form
- thehajdarigroup.com/services/contact-usreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $133Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026