Trajan Wealth
Trajan Wealth is a private equity manager in Scottsdale, AZ. It is registered with the SEC as an investment adviser with $2.6B in regulatory assets and 140 staff.
Funds on file
0
Raised, all funds
None yet
Regulatory assets
$2.6B
Staff
140
Pension investors
None found
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$2.6B
Employees140
Clients9,598 individuals and 1,035 wealthy individuals.
Control personsJeffrey, Brent Junior, Shane, Ryan Mcgreevy.
Private funds1 private funds holding $4.1M in gross assets.
Private funds it reports
FundTypeGross assets
Oveerlay Capital Innovation Fund PV
Private equity
$4.1M