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| Trademark Capital Management Inc
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|---|---|
| CRD # | 214512 |
| SEC # | 801-100363 |
| CIK # | |
| AUM | 150.8 M (2026-03-27) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 706-534-2351 |
| Address | 1551 Jennings Mill Road Watkinsville, GA 30677 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Trademark Partners Fund LP | [2024-09-12] | 0.5 M | 0.5 M |
| Filed 2024-02-20 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Trademark Capital Risk Managed Income Fund LP | [2022-06-02] | 15.7 M | 16.5 M |
| Filed 2025-05-13 (D/A) · Exemption 506(b) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 304 | 63.7 |
| (b) Individuals (high net worth individuals) | 26 | 65.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 16.8 |
| (g) Pension and profit sharing plans | 7 | 3.5 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 521 | 150.8 |
| By Discretionary | ||
| Discretionary | 521 | 150.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 521 | 150.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.8 | |
| Total | 521 | 150.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Don Beasley | Executive Officer | 2 | 1 | |
| Trademark Capital Management Inc | Director, Promoter | 2 | 1 | |
| Joseph Ezernack | Executive Officer | 2 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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