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⚲
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| Trademark Capital Management Inc
✚
|
|
|---|---|
| CRD # | 214512 |
| SEC # | 801-100363 |
| CIK # | |
| AUM | $150.8 M (2026-03-27) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 706-534-2351 |
| Address | 1551 Jennings Mill Road Watkinsville, GA 30677 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Trademark Partners Fund LP | [2024-09-12] | 0.5 | 0.5 |
| Other | Trademark Capital Risk Managed Income Fund LP | [2022-06-02] | 15.7 | 16.5 |
| 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 | 2 | 1 | ||
| Trademark Capital Management Inc | 2 | 1 | ||
| Joseph Ezernack | 2 | 1 |
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