Haidar Capital Management LLC (New York)


Haidar Capital Management LLC is a large advisory firm based in New York. It manages $11.83 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005.

Haidar Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Haidar Capital Management: assets under management

The assets under management (AUM) of Haidar Capital Management LLC is $11.83 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 8020% since the beginning of its operation, and $11.69 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $11.83 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.94 billion each.
Haidar Capital Management has custody of $11.83 billion in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Haidar Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Haidar Capital Management serves?

The only and largest group of clients of Haidar Capital Management is pooled investment vehicles with 3 clients and $11.83 billion of assets under management. Among the 5 most similar advisory firms, Haidar Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $11.83 billion for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Haidar Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Haidar Capital Management LLC

The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 14 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Said Nazem Haidar Managing member 1 Mar 1997 75% - 100% 1563246
Brian Errington Hick Cfo / cco 1 Jul 2002 Other 4982266
Ellen Tanenbaum Arthur General counsel / chief compliance officer 1 Apr 2006 Other 1076118
Ellen Leslie Arthur Chief compliance officer and general counsel 1 Apr 2006 Other 1076118
Jae Y Sung Chief financial officer 1 Oct 2008 Other 6003488
Haidar Family Gst Exempt 2012 Trust Member 1 Dec 2012 25% - 50% xxx-xx-xxxx
Cantabrigian Partnership Lp Member 1 Aug 2016 75% - 100% 81-3723811

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Karen Haidar Trustee 1 Dec 2012 Other 6655362
Haidar Family Gst Exempt 2012 Trust Limited partner 1 Aug 2016 25% - 50% xxx-xx-xxxx
Cantabrigian Associates Llc General partner 1 Aug 2016 Other 81-3730950
Said Nazem Haidar Limited partner 1 Aug 2016 50% - 75% 1563246

Based in New York

The principal office where Haidar Capital Management LLC performs its advisory services is located at 152 West 57 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-752-5077 or by fax 212-752-5154. The normal business hours are 9:00 a.m - 5:00 p.m on Monday - Friday. You can find more information about the New York firm at haidarcapital.com.