The TRADEMARK CAPITAL MANAGEMENT is a privately held investment adviser that advises $150.99mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. TRADEMARK CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 19.53% over the last 5-years.
The Group has been registered with the SEC for 26.72 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1551 JENNINGS MILL ROAD SUITE 1200A, WATKINSVILLE, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 4 investment and 3 non-investment staff. The total number of Employees increased by 75% over the last 5-years.
Their $150.99mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $65.89mn or 43.64% of Total Assets and Individuals own $63.68mn or 42.18% of Total Assets.
The Group's top investment strategies include Derivatives and Multi Strat, representing 97.24% and 2.76% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $467.39K in assets.
The Group discloses fixed fees, management fees and performance-based fees.
TRADEMARK CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.