| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Overlay Capital Innovation Fund Pv, LP | Private Equity | $5M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Brent Junior Control | Managing Member | Over 75% | 2010 |
| John Michael Demarco | Chief Compliance Officer | Under 5% | 2024 |
| Shane Ryan McGreevy Control | Coo | Under 5% | 2019 |
Trajan Wealth, L.L.C. reports $2 billion in regulatory assets under management on its Form ADV.
Trajan Wealth, L.L.C. manages 1 private funds with combined gross assets of $5 million.
Trajan Wealth, L.L.C. reports 125 employees.
Trajan Wealth, L.L.C. is based in Scottsdale, AZ and has been SEC-registered since 2015.
Trajan Wealth, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 18700 North Hayden Road, Suite 470, Scottsdale, AZ 85255 |
| Phone | 480-990-3300 |
| Fax | 480-534-1941 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.92B |
| Non-discretionary | $51M |
| Total (RAUM) | $1.97B |