Insights

Niche Institutional Focus Trajectory Asset Management is a small, institutionally focused manager with a long track record in quantitative strategies and bespoke HDV protection funds, presenting an opportunity to engage with risk-aware allocators seeking alternative risk-managed exposure.

Quantitative Innovation The firm holds a US patent for HDV investment methodology and has launched multiple absolute return strategies across currency and equity regimes, signaling strong potential to cross-sell to clients seeking differentiated, rule-based alpha.

Strategic Subadvisor As sole subadvisor to its flagship HDV fund and with a history dating to 2004, Trajectory can be positioned as a strategic partner for institutions seeking specialized, managed-portfolio solutions with a validated track record.

Limited Scale, Upside With a lean team and sub-$1M revenue profile, there is opportunity to align with larger scale buyers by offering co-managed mandates, shared services, or referral partnerships to grow assets under management.

Security and Compliance Registered under the Advisers Act and serving exclusively institutional clients, Trajectory presents a compliant, low-friction entry for institutions prioritizing governance, reporting rigor, and transparent investment processes.

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Trajectory Asset Management LLC Tech Stack

Trajectory Asset Management LLC uses 4 technology products and services including Network Solutions, Microsoft 365, FrontBridge, and more. Explore Trajectory Asset Management LLC's tech stack below.

Trajectory Asset Management LLC's Email Address Formats

Trajectory Asset Management LLC uses at least 2 email formats:
Trajectory Asset Management LLC Email FormatsExamplePercentage
FLast@trajectoryfunds.comJDoe@trajectoryfunds.com
60%
First.Last@trajectoryfunds.comJohn.Doe@trajectoryfunds.com
40%

Frequently Asked Questions

What is Trajectory Asset Management LLC's official website and social media links?

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Trajectory Asset Management LLC's official website is trajectoryfunds.com and has social profiles on LinkedIn.

How much revenue does Trajectory Asset Management LLC generate?

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As of July 2026, Trajectory Asset Management LLC's annual revenue is estimated to be <$1M.

What is Trajectory Asset Management LLC's NAICS code?

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Trajectory Asset Management LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Trajectory Asset Management LLC have currently?

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As of July 2026, Trajectory Asset Management LLC has approximately 2 employees across 1 continents, including North America. Explore Trajectory Asset Management LLC's employee directory with LeadIQ.

What industry does Trajectory Asset Management LLC belong to?

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Trajectory Asset Management LLC operates in the Investment Management industry.

What technology does Trajectory Asset Management LLC use?

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Trajectory Asset Management LLC's tech stack includes Network Solutions, Microsoft 365, FrontBridge and Office 365.

What is Trajectory Asset Management LLC's email format?

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Trajectory Asset Management LLC's email format typically follows the pattern of FLast@trajectoryfunds.com. Find more Trajectory Asset Management LLC email formats with LeadIQ.
Trajectory Asset Management LLC logo

Trajectory Asset Management LLC

Investment ManagementNew York, United States2-10 Employees

Trajectory Asset Management LLC is an institutional investment manager founded in 2003 and based in New York City. The firm operates as a quantitative asset manager and has registered under the Advisers Act with the SEC since 2004, remaining wholly owned by its principal, Juan Ocampo. Its work includes managing specialized funds and serving as subadviser to the 2020 High Watermark Fund, a vehicle designed to protect investors’ highest daily value at maturity, with a US patent awarded in 2008 for its HDV investment methodology. Since 2011 and 2012, Trajectory has introduced the Trajectory Currency Regime Strategy and the Equity Regime Strategy, both absolute return programs aimed at delivering risk-controlled participation in currencies and equity derivatives, respectively. The firm’s client base is exclusively institutional, comprising registered investment companies and separately managed accounts, reflecting a focus on sophisticated, institutionally oriented assets and strategies.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Trajectory Asset Management LLC's revenue is estimated to be in the range of <$1M

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