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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

TRAJECTORY ASSET MANAGEMENT LLC

CRD 127826

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce27eac2-da0b-703b-e58b-8c1dce54d975

Data as of Feb 21, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2012 to Feb 21, 2017
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $28.7MItem 5.F on the latest filing (2017-02-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $28.7M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Accounts: 2
SEC number: 801-62662
CRD: 127826
Filings on the tape: 8
First filed: Feb 28, 2012
Latest filed: Feb 21, 2017
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DEMAND INSIGHTS LLC	Member	E	yes	01/2004	Feb 28, 2012	Feb 21, 2017
OCAMPO, JUAN, MANUEL	Member	E	yes	07/2001	Feb 28, 2012	Feb 21, 2017
OCAMPO, JUAN, MANUEL	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER	Na	yes	07/2003	Feb 28, 2012	Feb 21, 2017

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Feb 21, 2017	$28.7M	$28.7M	2	2	n/a	n/a	n/a
2015	Mar 23, 2016	$35.2M	$35.2M	3	3	n/a	n/a	n/a
2014	Mar 20, 2015	$58.2M	$58.2M	3	3	n/a	n/a	n/a
2013	Mar 20, 2014	$74.9M	$74.9M	4	4	n/a	n/a	n/a
2012	Mar 27, 2013	$93.4M	$93.4M	4	4	n/a	n/a	n/a
2011	Feb 28, 2012	$223M	$223M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$28.7M	$35.2M	-18.4%	$74.9M	-27.4%	2	3	n/a	n/a

Relationships

Controls (2)

← OCAMPO, JUAN, MANUELOwnerMEMBER, ownership code E, individual
Feb 28, 2012 to presentfactForm ADV
← DEMAND INSIGHTS LLCOwnerMEMBER, ownership code E, domestic entity
Feb 28, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce27eac2-da0b-703b-e58b-8c1dce54d975
First observed: Feb 28, 2012
Last observed: Feb 21, 2017 116 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRAJECTORY ASSET MANAGEMENT LLC

CRD 127826

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce27eac2-da0b-703b-e58b-8c1dce54d975

Data as of Feb 21, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:28 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEMAND INSIGHTS LLC

Member

yes

01/2004

Feb 28, 2012

Feb 21, 2017

OCAMPO, JUAN, MANUEL

Member

yes

07/2001

Feb 28, 2012

Feb 21, 2017

OCAMPO, JUAN, MANUEL

CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER

yes

07/2003

Feb 28, 2012

Feb 21, 2017

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Feb 21, 2017

$28.7M

n/a

2015

Mar 23, 2016

$35.2M

n/a

2014

Mar 20, 2015

$58.2M

n/a

2013

Mar 20, 2014

$74.9M

n/a

2012

Mar 27, 2013

$93.4M

n/a

2011

Feb 28, 2012

$223M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$28.7M

$35.2M

-18.4%

$74.9M

-27.4%

n/a