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Trademark Capital Management Inc.

● SEC registered since 2015CRD 214512SEC# 801-100363Watkinsville, GA
Export (members)
Ranks #4,670 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$220.4M
Fund GAV
$18.3M
Private funds
2
Employees
8
Accounts
453
Location
Watkinsville, GA

Trademark Capital Management Inc. assets under management

Trademark Capital Management Inc. is an SEC-registered investment adviser based in Watkinsville, GA. The firm has been registered since 2015. It reports $220.4 million in regulatory assets under management and employs 8 people. Trademark Capital Management Inc. manages 2 private funds with combined gross assets of $18.3 million, including Trademark Capital Risk Managed Income Fund, LP. By regulatory assets, it ranks 4,670 of 5,911 private fund managers.

Trademark Capital Management Inc. private funds

2 funds · $18.3M GAV
FundTypeGross assetsMin.
Trademark Capital Risk Managed Income Fund, LPOther Private$16.8M$1M
Trademark Partners Fund, LPPrivate Equity$1.5M$250K

Trademark Capital Management Inc. owners & executives

2 reported
NameTitleOwnershipSince
Donald Lawrence Beasley ControlPrincipal, Shareholder25-50%2011
Joseph Gerald Ezernack ControlCeo, Cio, Chief Compliance Officer, Shareholder50-75%2011

Frequently asked questions

How much does Trademark Capital Management Inc. manage?

Trademark Capital Management Inc. reports $220.4 million in regulatory assets under management on its Form ADV.

How many private funds does Trademark Capital Management Inc. manage?

Trademark Capital Management Inc. manages 2 private funds with combined gross assets of $18.3 million.

How many employees does Trademark Capital Management Inc. have?

Trademark Capital Management Inc. reports 8 employees.

Where is Trademark Capital Management Inc. located?

Trademark Capital Management Inc. is based in Watkinsville, GA and has been SEC-registered since 2015.

Does Trademark Capital Management Inc. disclose fund performance?

Trademark Capital Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677
Phone706-534-2351
Fax706-534-7070
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$220.4M
Non-discretionary$0
Total (RAUM)$220.4M

Service providers