Overview
Assets Under Management: $5.0 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 635
Average Client Assets: $1 million
Frequently Asked Questions
TRILLIUM ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110901), TRILLIUM ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TRILLIUM ASSET MANAGEMENT, LLC is headquartered in BOSTON, MA.
TRILLIUM ASSET MANAGEMENT, LLC serves 635 high-net-worth clients according to their SEC filing dated May 12, 2025. View client details ↓
According to their SEC Form ADV, TRILLIUM ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
TRILLIUM ASSET MANAGEMENT, LLC manages $5.0 billion in client assets according to their SEC filing dated May 12, 2025.
According to their SEC Form ADV, TRILLIUM ASSET MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 635
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.08
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,149
Discretionary Accounts: 2,149
Regulatory Filings
CRD Number: 110901
Filing ID: 1988660
Last Filing Date: 2025-05-12 13:16:00
Website: https://trilliuminvest.com