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Najarian Financial
Najarian Financial is the family office of Jon and Pete Najarian, built on options-trading wealth from optionsXpress and Citadel. Minneapolis-based.
Najarian Financial
Najarian Financial is the Minneapolis-based family office for the Najarian family. The family's wealth derives from Jon and Pete Najarian's careers as professional options traders and market makers, including time at Citadel and as co-founders of the online brokerage optionsXpress, which Schwab acquired for roughly $1B in 2007. The office manages capital from that exit and subsequent trading activity. The firm's investment approach draws on the family's options trading background. It deploys capital across public equities, options-based strategies, and select private investments. The family office does not publicly disclose a formal asset-class target or sector focus, but activity suggests a liquid-market tilt with occasional direct private positions. No team size or additional offices are disclosed in public records. The firm operates without a public website or LinkedIn page, making it one of the more opaque family offices in the Upper Midwest. It does not maintain a visible philanthropic foundation or adjacent operating companies. The firm's structural differentiator is its integration of deep options-market expertise into a family office context. Rather than following a conventional endowment-style model, the office leverages decades of derivatives experience — a specialized capability that most multi-asset family offices lack.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Minneapolis
Corporate office
Minneapolis, MN, United States
Frequently asked questions
Who runs Najarian Financial?
Najarian Financial is the family office of brothers Jon and Pete Najarian, both former Chicago options market makers. Jon Najarian is a CNBC contributor; Pete Najarian is also a CNBC commentator and co-founded optionsXpress. The office does not publicly name a CEO, CIO, or investment team.
Where does the wealth behind Najarian Financial come from?
The wealth originated from Jon and Pete Najarian's careers as professional options traders at the Chicago Board Options Exchange, including work at Citadel, and from co-founding optionsXpress — an online discount brokerage acquired by Charles Schwab in 2007 for approximately $1B.
Does Najarian Financial invest in private markets?
Public records suggest the office invests across public equities, options strategies, and select private positions. No specific private portfolio companies are disclosed. The firm's options-market heritage likely informs its approach to both liquid and illiquid assets.
Is Najarian Financial related to any other investment vehicles?
No separate investment vehicles, foundations, or operating companies are publicly tied to the family office. The firm appears to operate as a single-family office with no multi-family or external client capital.
What is the investment strategy of Najarian Financial?
The firm leverages deep options-trading expertise developed over decades at the CBOE. It deploys capital across public equities, options and derivatives, and private investments — a skill set rare among family offices, which more often rely on endowment-style balanced portfolios.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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