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Trajectory Asset Management LLC (New York)


Trajectory Asset Management LLC is an investment adviser to an investment company based in New York. It manages $28.72 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New York.

Trajectory Asset Management provides portfolio management for investment companies and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trajectory Asset Management: assets under management

The assets under management (AUM) of Trajectory Asset Management LLC is $28.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.36 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trajectory Asset Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Juan Manuel Ocampo Member 1 Jul 2001 75% - 100% 4732319
Kim Hayley Erle Member 1 Jul 2001 25% - 50% 1754645

Based in New York

The principal office where Trajectory Asset Management LLC performs its advisory services is located at 150 East 52 Nd St., 7 Th Floor, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-755-5070 or by fax 212-755-0106. The normal business hours are 9-5 on Monday - Friday.


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