NAJARIAN FAMILY OFFICE, LLC

Overview

Najarian Family Office, LLC operates as an independent registered investment adviser and a family office-style manager that focuses on discretionary portfolio management and financial planning for individuals, families and closely held businesses. The firm runs a fee model based on a percentage of assets under management and acts as a capital allocator, deploying client capital across liquid public equities as well as selected third‑party alternative managers. Advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, financial planning and the selection of other advisers, indicating the firm combines day‑to‑day investment management with outsourced manager relationships when needed. Investment posture emphasizes equities as the primary exposure, with active use of exchange‑traded instruments. The firm also integrates third‑party hedge funds and real estate positions for diversification and return enhancement, and it maintains allocations to mutual funds and corporate debt for core diversification and fixed‑income needs. The predominance of custody at an execution‑oriented broker suggests a focus on cost‑efficient trading and direct market access for the equity sleeve.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices