Investment adviser · CRD 127826

TRAJECTORY ASSET MANAGEMENT LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Feb 21, 2017

Regulatory AUM
$28.7M
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 21, 2017. View historical filings

Reported services

Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

150 EAST 52ND ST., 7TH FLOOR
NEW YORK, NY, 10022, United States

CRD 127826

Filing source

Form ADV 1074282 · Feb 21, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.