{"url":"https://nivawealth.com/firms/haidar-capital-management-159798","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159798","regulatoryAum":13404190608,"crd":"159798","secFileNumber":"801-73234","legalName":"Haidar Capital Management LLC","displayName":"Haidar Capital Management","website":"http://www.haidarcapital.com","linkedinUrl":"https://www.linkedin.com/company/haidar-capital-management/","founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"One Blue Hill Plaza, FLR 16, Suite 2l153","city":"Pearl River","state":"NY","stateName":"New York","country":"United States","postalCode":"10965"},"tradeNames":[],"registration":{"secApproved":"23 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":9,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":13404190608,"discretionaryAccounts":3,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":67,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":13404190608}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Haidar Capital Management has custody of $410.6M for 1 clients.","otherCustodians":[],"leadership":[{"name":"Said Haidar","title":"President","crd":"1563246"},{"name":"Jae Yong Sung","title":"Chief Financial Officer and Chief Compliance Officer","crd":"6003488"}],"ownership":[{"label":"Cantabrigian Partnership LP","detail":"Member in the 75% or more ownership band and a control person, since August 2016."},{"label":"Karen Haidar","detail":"Indirect owner: trustee of Haidar Family GST Exempt 2012 Trust and a control person, since December 2012.","parent":"Haidar Family GST Exempt 2012 Trust"},{"label":"Haidar Family GST Exempt 2012 Trust","detail":"Indirect owner: a limited partner of Cantabrigian Partnership LP in the 25% to 50% band and a control person, since August 2016.","parent":"Cantabrigian Partnership LP"},{"label":"Cantabrigian Associates LLC","detail":"Indirect owner: general partner of Cantabrigian Partnership LP and a control person, since August 2016.","parent":"Cantabrigian Partnership LP"},{"label":"Said Haidar","detail":"Indirect owner: a limited partner of Cantabrigian Partnership LP in the 50% to 75% band and a control person, since August 2016. Also a managing member of Cantabrigian Associates LLC in the 75% or more band and a control person, since August 2016.","parent":"Cantabrigian Partnership LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"One Blue Hill Plaza, FLR 16, Suite 2l153","city":"Pearl River","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-752-5077","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":1},"sources":{"adv1FilingDate":"24 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/159798/PDF/159798.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Haidar Capital Management have?","answer":"Haidar Capital Management has 3 clients and manages $13.4 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Haidar Capital Management offer?","answer":"Haidar Capital Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Haidar Capital Management have?","answer":"Haidar Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Haidar Capital Management?","answer":"Haidar Capital Management is owned through a holding company by Said Haidar. Its direct owner is Cantabrigian Partnership LP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Haidar Capital Management get paid?","answer":"Haidar Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}