Trademark Capital Management Inc.
● SEC registered since 2015CRD 214512SEC# 801-100363Watkinsville, GA
Ranks #5,449 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$150.8M
Fund GAV
$16.9M
Private funds
2
Employees
7
Accounts
521
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 $150.8 million in regulatory assets under management and employs 7 people. Trademark Capital Management Inc. manages 2 private funds with combined gross assets of $16.9 million, including Trademark Capital Risk Managed Income Fund, LP. By regulatory assets, it ranks 5,449 of 6,004 private fund managers.
Trademark Capital Management Inc. private funds
2 funds · $16.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Trademark Capital Risk Managed Income Fund, LP | Other Private | $16.5M | $1M |
| Trademark Partners Fund, LP | Private Equity | $467K | $250K |
Trademark Capital Management Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Lawrence Beasley Control | Principal, Shareholder | 25-50% | 2011 |
| Joseph Gerald Ezernack Control | Ceo, Cio, Chief Compliance Officer, Shareholder | 50-75% | 2011 |
Frequently asked questions
How much does Trademark Capital Management Inc. manage?
Trademark Capital Management Inc. reports $150.8 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 $16.9 million.
How many employees does Trademark Capital Management Inc. have?
Trademark Capital Management Inc. reports 7 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
| Address | 1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677 |
| Phone | 706-534-2351 |
| Fax | 706-534-7070 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150.8M▼ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
AUM vs fund managersTop 91%
Larger than 9% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$150.8Mregulatory AUM
Discretionary $150.8M
Fund type mix
Private Equity1
Other Private1
Service providers
Auditor
Custodian
Administrator